[PO] Creating a Purchase Order

Helpful Links: https://academy.viewpoint.com/learn/courses/2415/introduction-to-spectrum-purchase-order?hash=b26d44da03e0203fca709420b2d6afcc6d3fd584&generated_by=584368

1. Go into the Purchase Order Module and in Programs, open PO Purchase Order Entry.

2. Select the month you want to create the batch in. Click OK to Create a new batch:

3. Enter a + into the Seq # box to create a new line. Vista automatically assigns the next available sequence number to the new PO.

4. Enter in the necessary information needed for the Purchase order (Vendor name, description, expected date)

5. Press the blue double arrow button to create a new item #. From there you can select the type for this purchase order (Job, Inventory, Expense, Equipment, or Work Order) then enter the coding.

6. Enter the Item cost in the total field.

7. Once complete, select File, Process Batch, Validate, and Post.