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Purchase Orders can be created automatically or manually in RTA Web as dictated by company procedure or preference.

How to convert a “Requests” item or a “Requisition” Refer to RTA Web - Requests for information on converting a request to a PO automatically can be found by visiting those articles.

RTA Web - Requests

RTA Web - Requisitions

This article will focus on how to create a Purchase Order manually in RTA Web.

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Steps to Create a Purchase Order Manually

1. Click the + icon in the Purchase Order Master List

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2. Enter the Vendor Number/Name or select the vendor to be used with this Purchase Order

   The next line is to enter a PO number

   from the drop down

   1. If System Switch #31 in Parts Parameters in Classic will driver whether or not the company needs to create/enter their own PO number or if RTA will generate a PO number automatically based on the last number used

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      requires the use of your own PO numbers, then there will be a line to enter the PO number to be assigned to the PO. If RTA is creating the PO number for you, the line will not be there to add the PO number.

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3. If an Invoice number exists from the vendor already, enter on the invoice number line

   1. System Switch #29 in Parts Parameters in Classic can be set to prompt for invoice number which will determine if the invoice number field can be skipped when tabbing through the panel

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4. Click Create New PO

   1. If the vendor has a blanket PO, the blanket PO information will display and give the option to choose “Use Blanket PO”

   2. If no blanket PO exists, “Create New PO” will be the primary button option displayed

      
5. 

   The system will display a message that the PO has been created and the user can continue with adding addition information and creating lines

6. Enter any master notes for the PO if desired

7. Add lines to the PO reflecting the various items to be ordered from the vendor

   1. Each part/item ordered is placed on its own line with the quantity of that part/item being requested

   2. Refer to Purchase Order Lines for details on adding, editing, deleting, and moving lines on a Purchase Order

Auto-Create a Purchase Order from an Outside Work Order

RTA can save you time and steps by automatically generating a PO when a WO for an outside job is created. This is driven by System Switch #23 in Main Parameters on Classic.

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When the parts and labor postings are added to the Work Order and the Work Order is closed, the posted transactional totals will populate into the created PO and the PO will close automatically.