Are you tired of manual and error-prone purchase order (PO) creation?
Do you want to streamline your procurement process and avoid costly delays and errors?
Look no further!
In this article, we will guide you through the process of creating a PO in Ax 2012, step by step.
Step 1: Open the Purchase Order form
To start, go to Transactions > Purchase Orders > New. This will open the Purchase Order form, where you can enter all the necessary details about your purchase.
Step 2: Fill in the required fields
Enter the name and address of the vendor, as well as the purchase order number, date, and currency. Then, select the item(s) you want to purchase from the Product List, and fill in the relevant quantities and unit prices. Make sure to also enter any special instructions or requirements for the vendor.
Step 3: Approve the PO
Once you have entered all the necessary details, review the PO carefully to ensure that everything is correct. If everything looks good, click on the “Approve” button. This will send the PO to the appropriate personnel for approval.
Step 4: Receive and process the PO
After the PO has been approved, it will be sent to the vendor for processing. Once the vendor has shipped the goods, you can receive them and process the payment by going to Transactions > Purchase Orders > Receive Goods.
Creating a purchase order in Ax 2012 is a quick and easy process that can save you time and reduce errors. With this guide, you can streamline your procurement process and get back to what matters most – growing your business.
