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, search for "Acquisitions Workflow Permissions" in the Polaris staff client help.

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. 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.

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.