Add goods and services to the purchase order (free text items)

Open: Purchase Order Processing > Purchase Orders > Enter New Order | Order Details.

1. Click Add Items.
2. Select Free text item.
3. Enter a description of the goods/services you want to purchase in the Item line description box.
4. If you use multiple locations, you can select the Warehouse to deliver the item to.

5. Enter the Item values:

   Quantity	Enter the quantity for the order. Note: The quantity will be modified if it is not an allowed amount (according to the stock item's buying unit's precision setting).
   Buying price unit	Enter the buying price unit (the measure the item is purchased in, such as metre, box, case).
   Unit price	The buying price and discounts for this item are displayed. Note: By default, the last price paid for the item is displayed and can be amended.
   Unit discount % Unit discount	Enter a discount if applicable. This can be entered as a percentage (Unit Discount %) or a fixed amount (Unit Discount).

6. Enter the Item totals:

   VAT rate.

   The appropriate VAT rate for the combination of supplier and item is displayed. Select another VAT rate for the item if required.

7. Select the Confirmation method.

   Note: This defaults to the confirmation type set on the Order Processing tab in the POP settings for Text order lines (Record receipts prior to invoicing for).

8. If required enter the Project analysis and Nominal Analysis information:

   Project analysis	Select the Project Code and Project Item from the Project analysis tab.
   Nominal analysis	Select the Nominal Analysis tab to see the default nominal account for costs. If you have selected to allow the amendment of nominal codes on the Order Entry tab of the POP settings, then check the nominal account displayed. Amend the code, if required.

9. Enter the required delivery dates.
   1. The requested date is taken from the order details. Accept or amend the displayed date.
   2. To request order quantities for various delivery dates, click Multiple Dates. The Multiple Delivery Dates window is displayed.
   3. Enter the required delivery dates and quantities and click OK.

10. View or change the Analysis Codes.

    Analysis Codes.

    Click Analysis Codes to view or change the analysis codes. Note: You must have selected to Allow amendment of - Analysis codes on the Order Entry tab of the POP settings. Select the required Values from the drop-down lists. Click New value to add a new value to this analysis code. You must have selected Add New on Entry when setting up the analysis codes in Accounting System Manager.

11. Click Save to add the item to the order.