Step 3: Generate the PO

Follow the steps below to print the PO. This is the third step in the material buyout process. Before following the steps below, the PO detail and summary information must already be entered using PM Material Detail and PM Purchase Orders.

Click here for information on entering PO detail or click here for information on entering PO summary information.

This is an optional step. Some users prefer to interface the purchase order with the PO module and then generate the PO document using the PO module. If you are going to print the POs in the PO module, click here to skip to the last step of the material buyout process.

  1. Open PM Purchase Orders and select Options > Reports > PM Purchase Order Form. This will launch PM Purchase Order, which is the standard PO document in the application.

    If you have created a custom PO, you can customize the reports that display in the Options> Reports menu using RP Reports by Form . This feature allows you to associate a custom PO with the PM Purchase Orders form so that after you finish entering the summary PO information you can print the PO directly from the form.


    Click here for information on how to associate a form with a report.

  2. Enter the purchase order number and project number. There will be default values in these fields if you opened the form from PM Purchase Orders.
  3. Select the optional information you want to include on the PO using the checkboxes below the purchase order and project fields.
  4. Click the Preview button to view the PO.
  5. From the viewer, you can either print or export the PO. If you choose to export the PO, you can attach the PO to the form. This saves the PO as an attachment that can be accessed from PM Purchase Orders. Once the report is saved as an attachment, you can send it using the Create and Send feature.

    Click here for more information on how to create a report and send it using the Create and Send feature.

  6. After generating the PO, you are ready to interface the PO with the PO module. Click here for information on that step.