Purchase orders New EA DRAFT

https://help.myob.com/wiki/x/-wK0Aw

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You can create a purchase order for goods or services you need from a supplier. You might do this to fulfil a sale or to order goods for your business. Your purchase order will detail the goods or services you need from the supplier, their prices, and a shipping address. You can then send the purchase order to the supplier.

Once you receive the supplier's bill for the things you've ordered, you can convert the purchase order into a bill. This lets you pay the supplier just like any other bill.

If you've ever created a bill in MYOB, you'll find creating a purchase order is much the same.

Deposits on orders

If you want to apply a payment when creating a purchase order, you'll need to specify a linked account for tracking supplier deposits (Accounting menu > Manage linked accounts > Purchases tab > I track deposits paid to suppliers). Tell me more about linked accounts and supplier deposits.

Creating a purchase order

Go to the Purchases menu and choose Create purchase order.
Choose the Supplier you're ordering from.
(Australia only) If the order will result in a reportable payment, select the option Report to ATO via TPAR. Learn more about Reportable contractor payments.
Enter the Shipping address where you'd like the order delivered.
If necessary, change the Purchase order number. This number is automatically generated, based on the last number used.

If you change the number, you’ll change the automatic numbering. For example, if you change the number to 000081 , the next time you create a purchase order, the new number will be 000082 .
If you have a Supplier invoice number or Promised date from the supplier, enter these.
Select whether the amounts in the order are Tax inclusive or Tax exclusive.
Click Field layout and select the applicable option based on what you're ordering.
Enter details of the items and/or services you're ordering.
If you're paying a deposit on this order, enter it in the Amount paid field near the bottom. Learn more about Supplier deposits New EA DRAFT.
Here's our example order:

When you're done, use the buttons across the bottom of the page to choose an action.

If you want to...	do this...
Delete the order	Click Delete.
Convert the order to a bill	Click Convert to bill. See the procedure below for more details.
Print or save a PDF copy	Click View PDF and choose the template to generate the PDF (currently only invoice templates can be used) then click Export. The order appears as a PDF in a new tab where you can print or save it.
Email the order	Click Email purchase order, enter or check the details of the email and click Send purchase order.
Cancel without saving	Click Cancel.
Save the order and create a new one	Click Save and new then choose Save and create new. The order is saved and a new, blank order appears.
Save the order and create a duplicate	Click Save and new then choose Save and duplicate. The order is saved and a new order with the same details and new order number is created.
Save the order	Click Save.

Finding purchase orders and deposits

Go to the Purchases menu and choose Purchase orders—all your purchase orders will be listed. You can narrow down the list using the filters across the top, then click a purchase order number to view its details.

Finding purchase order payments (deposits)

If you've applied a payment to a purchase order, it's considered a deposit. You can find these using Find transactions.<TBC>

From the Banking menu, choose Find transactions.
Click the Transactions tab.
For the Source Journal, choose Cash Payments.
If required, use the other filters to narrow down the list. For example, enter all or part of the order's description or amount in the Search field.
Click a transaction's reference number to view its details or edit it.

Learn more about supplier deposits.

Converting a purchase order into a bill

Once a supplier invoices you for the goods and services you ordered, you can convert the purchase order into a bill. This helps you keep track of what you owe the supplier and allows you to make payments.

From the Purchases menu, choose Purchase orders.
Click the purchase order you want to convert to a bill. If needed, use the filters at the top to help find the order.
Click Convert to bill.

The bill appears with all the details from the purchase order.
Make any changes that might be necessary.
If you're making a payment on this bill, enter it in the Amount paid ($) field. Learn more about entering payments made to suppliers.

When you're done, use the buttons across the bottom of the page to choose an action.

If you want to...	do this...
Print or save a PDF copy	Click View PDF. The bill appears as a PDF in a new tab where you can print or save it. See Previewing and printing bills.
Cancel without saving	Click Cancel.
Save the bill and create a new one	Click Save and new then choose Save and create new. The bill is saved and a new, blank bill appears.
Save the bill and create a duplicate	Click Save and new then choose Save and duplicate. The bill is saved and a new bill with the same details and new bill number is created.
Save the bill	Click Save.

Need a refresher on creating bills?

Changing or deleting a purchase order

Need to change or fix something? Open the order and make your changes. Or if it's easier, delete the order and start again.

To change a purchase order

From the Purchases menu, choose Purchase orders.
Click the purchase order you want to change. If needed, use the filters at the top to help find the order.
Make your changes. You'll be able to change all details except the supplier.

When you're done, use the buttons across the bottom of the page to choose an action.

If you want to...	do this...
Delete the order	Click Delete.
Convert the order to a bill	Click Convert to bill. See the procedure below for more details.
Print or save a PDF copy	Click View PDF. The order appears as a PDF in a new tab where you can print or save it.
Email the order	Click Email purchase order, enter or check the details of the email and click Send purchase order.
Cancel without saving	Click Cancel.
Save the order and create a new one	Click Save and new then choose Save and create new. The order is saved and a new, blank order appears.
Save the order and create a duplicate	Click Save and new then choose Save and duplicate. The order is saved and a new order with the same details and new order number is created.
Save the order	Click Save.

To delete a purchase order

From the Purchases menu, choose Purchase orders.
Click the purchase order you want to delete. If needed, use the filters at the top to help find the order.
Click Delete at the bottom of the page.
At the confirmation message, click Delete.

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