Create a Purchase Order Manually

You need the Purchase Orders: Create permission to manually create a purchase order. For more information about purchase order permissions, see Acquisitions Permissions Reference.

To create a purchase order manually

1. Select New > Purchase Order.
   

   The New Purchase Order workform opens with the following fields prefilled:

   Field	Prefill
   Owner	the logged-in branch
   Status	Pending
   Status Date	date purchase order is created
   Type	Firm Order
   Method	Purchase
   Number	dependent on administrative settings: Note: Leap prefills the PO Number according to the Polaris Administration (staff client) settings. The PO Number is a compound value that can include: A prefix for system-generated purchase orders The purchase order number increment The purchase order starting number For more information on these settings, search for "Automatic Purchase Order Numbers" in the Polaris staff client help.

2. (Optional) Change prefilled values.

   When you are changing Type and Method, keep in mind the following combinations of order types, payment methods, and fund types that you can use in Leap:

   Order Type	Payment Method	Available Fund Types
   Firm Subscription Standing Order	Purchase	Regular Donation
   Firm Subscription Standing Order	Depository Agreement	Deposit Account
   Subscription Standing Order	Free	None
   Gift	Free	None
   Donation	Purchase	Donation

3. Fill in the required PO Number and Supplier fields.

4. Select SAVE.

   The system creates the purchase order and opens the Purchase Order workform. For more information on the purchase order workform, see View or Edit a Purchase Order.

To create a purchase order manually with templates enabled

1. Select New > Purchase Order.
   

   The New Purchase Order dialog opens.

2. Select a template to help prefill your library's designated fields in the new purchase order in addition to the fields automatically prefilled when you select None. Selecting None prefills the same fields prefilled in a new purchase order.

3. Select OK.
   

   The New Purchase Order workform opens.

4. Fill in the required fields (PO Number and Supplier), and select SAVE.

   The system creates the purchase order and opens the Purchase Order workform. For more information on the purchase order workform, see View or Edit a Purchase Order.