Following the data entry of a Purchase Order or any subsequent changes:
Step 1 - Enter the required data fields for the purchase Order.
Step 2 - ‘Save’ your content (You may also ‘Cancel’ the data entry at this point.)
Step 3 - Submit the PO for review and approval.
Step 4 - The ‘Submit to Vendor’ process will create a PDF document, and present it to the user, with an option to email the content to the vendor.
Step 5- Notes and other attachments can be added to the PO by using the ‘New Note’ and/or ‘Attach File’ icons.
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