Adding Non-Catalog Items Directly to a PO

Depending on your organization’s procedures, items don’t have to come from purchase requests. Items can be added directly to a purchase order. To add non-catalog items directly to a purchase order:

  1. Open the purchase order where you want to add non-catalog items to display the Purchase Order panel (see Searching Existing Purchase Orders).

    Add_Non_Catalog_Item_PO_001.png

  2. Click Add Non-Catalog Item in the Items pane. The Purchase Order Line Item panel is displayed.

    Add_Non_Catalog_Item_PO_002.png

  3. Complete the required fields, plus any fields used by your organization. The Procure-to-Pay application is highly customizable. Your organization may add, remove, or rename fields on the various panels. Also, your organization may configure additional fields to be required.

  4. If needed, upload an image for the item.

    • In the Product Image pane, click Upload Image.

    Add_Non_Catalog_Item_PO_Attach_001.png

    • Use the File Upload box to locate and select the image, and then click Open to import the file.

    • The image appears in the Product Image pane, and in the Attached Images list, where it can be viewed by the purchasing agent when placing the order.

    Add_Non_Catalog_Item_PO_003.png

  5. Click Save when you are finished.

  6. The non-catalog item(s) are added to the purchase order, and appear in the Items pane of the order.

    Add_Non_Catalog_Item_PO_004.png

  7. You can add more non-catalog items to the purchase order as needed.

 

Related Topics