Select a PO with a spending limit

When to use this procedure

Use this procedure to select a purchase order number with a spending limit for sales invoices, layaways, approvals, and proposals. If you select a purchase order for the invoice, layaway, approval, or proposal and the spending limit is exceeded, a warning displays when you save.

Steps to complete

  1. On the Select PO window, enter a purchase order number in the Look for PO# box. The grid automatically selects the first purchase order number matching the value you typed.
  2. In the grid, highlight the PO# you want to use on the invoice, verifying the amount available.
  3. Click Select. The PO# is added to the invoice.

Helpful links

Assign a purchase order number

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System Variables Defined

Sales Invoice general overview

Layaway general overview

Approval general overview

Proposal general overview

Select PO window