Creating a new purchase order in Openbravo R2.13

Creating a new purchase order Open the Procurement Menu Click on -Purchase Order-

Create a new record Click on the new record icon

Setup the Purchase order header Notice that the document No is still not final. Default values are entered for the other fields. Document type is set to –Purchase order. Select the right –Price list-

Select the business partner Select the business partner(BP) for this purchase order by clicking on the business partner icon

Picking the BP for this purchase order Notice that the Providers field is selected. From the business partner search form, click the search button.

Select a BP from the list From the business partner selection list, click the radio button highlighting the current BP Note : if the BP is a new partner, you will have to create it in the partner window

Purchase Header details Partner details are now in the purchase order document. Document status is still –draft-

Purchase order status Document status is still –draft-

Saving the purchase order header Click on the –Save- icon in order to save the current purchase order. Notice that the document No is changing to a new format.

Step 2- Creating the purchase order item details Notice that the order still does not contain any lines

Create a new line Click on –New Record- icon

Product selection Select the product to be added by clicking on the product icon.

Product search dialog From the product search form, select the price list version

Product search dialog From the product search form, click on the search icon

Selecting the product From the product selection list, click the radio button highlighting the current product Note : if the product is a new one, you will have to create it in the product window. This must be done according to current company practices. One of them being that prices are chosen on current price lists, discount schedules, etc…

Updating the item You can now set the quantity and even set the price in this window. Click on the –Save- icon when done with this item

Saving the item details Click on –Save- icon

Line orders view Click on –Relation- icon to see the items in the order

Line orders view The list view displays all the item in the order Notice the current amount in the title bar

Adding additional items to the Purchase order We repeat the same process for adding an item to the order Click on the –relation- icon to switch to the list view Notice the increment in the line numbers

Order in Draft mode Switch back to the –Purchase Order tab- Notice the total lines and Grand total Notice the document status. Click on – Complete- to process the purchase order and set it to complete.

Processing the purchase order status Select the option –Complete- in order to set the document status

Completing the Purchase order The document status now shows as –Completed- Document type changes from –New- to –Purchase Order-

Listing the Purchase orders By clicking on the –Relation button, we check that the purchase order we just created is listed in theview. We can always go back to the tabs (select first the Purchase order) and check the details for that order.

Creating a new purchase order in Openbravo R2.13

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