Creating Purchase Orders (POs)

1. Transactions Menu
   1. Purchasing Menu
      1. Purchase Order Entry
2. (Optional) Tab to "Buyer ID" and enter Dynamics username
3. Tab to Vendor ID, enter chosen Vendor
   1. If necessary, type first few letters, then click magnifying glass and select appropriate vendor
4. Change "Approval Status" to Approved
   
5. Tab to first line, enter stock number, this should autofill "U of M", "Description", and "Unit Cost", edit if necessary
6. Input order quantity, keep U of M in mind
7. Put "WILSON" into Site ID space
8. Select "Print" at top of window
   1. New window will open, click "Print" again
   2. Change Report Type from "Template" to "Standard"
   3. Screen Output window will open, click "Print" in upper left corner
9. Add to Active PO clipboard

Receiving Purchase Orders

1. Transactions Menu
   1. Purchasing Menu
      1. Purchase Order Entry
2. Click magnifying glass next to "PO Number" field, select corresponding PO
   1. This number can be found in the top right of the printed PO on the clipboard
3. Click "Actions" at the top of the card, select "Recieve PO Items"
   1. New window will open, click "Receive" at the bottom of the window
   2. New window will open (again), click "Post" at the top of this window
4. Write "Received (date)" at the bottom of printed PO
5. File PO in appropriate vendor folder

Sales Batch Approvals

1. You will receive approval dates periodically from Connie Kastenhuber
   1. These will most commonly come around the end of the month
2. Transactions Menu
   1. Sales
      1. Sales Batches
3. Click magnifying glass next to "Batch ID"
   1. Select a date within the range given by Connie (order is unimportant, but chronologically is easier)
4. Check the box next to "Approved"
   1. When prompted for a password, type "steve"
5. Click "Save" (do not click Post)