Perform a Purchase

To perform a Purchase transaction:

  1. From the Back Office Shell, select the Inventory & Reports application.

  2. Select the Inventory Transaction Editor.

  3. Select New.

  4. From the Transaction menu, select Purchases.

  5. From the Business dropdown calendar, select the business date to associate with the transaction. The current business date is selected by default.

    • Depending on how the system is configured, this field may not be available to edit.

  6. From the Actual Transaction dropdown calendar, select the actual date the transaction was performed. The current business date is selected by default. Type the time of day the transaction was performed in the provided field.

    • Depending on how the system is configured, this field may not be available to edit.

  7. From the Vendor dropdown, select the vendor from whom the item is purchased. All inventory items assigned to the vendor are listed.

  8. In the Invoice# field, type the associated Invoice Number.

  9. In the Qty field, type the purchase quantity for each measure of each inventory item listed.

    • The purchase cost for each measure is provided in the Cost field.

    • The purchase cost for each measure multiplied by the purchase quantity is provided in the Extended field.

    • Depending on how the system is configured, the purchase cost fields may not be displayed.

  10. Once the purchase quantities are entered, click OK.

  11. Respond to the prompt to post the transaction:

    • Select Yes to post the transaction and apply the updated purchase quantities. The transaction cannot be edited once it is posted.

    • Select No to NOT post the transaction. The transaction can be edited and posted at a later time. The updated purchase quantities are NOT applied until the transaction is posted.