Create Purchase Order

The Create Purchase Order page creates a new PO in Draft status. It uses the full-page document editor with a vendor header, editable line-item grid, item search, pricing, tax, and document totals.

Accessing the Page

From the Purchase Orders list, click New Purchase Order, or navigate directly to /commerce/procurement/orders/new.

Purchase Orders can also be created from source documents:

Source	Entry point	Result
Approved Purchase Requisition	PR detail/source dialog	Copies selected open lines into a new PO
Sent RFQ	RFQ detail/source dialog	Copies selected RFQ lines into a new PO

Form Overview

Section	Description
Document Header	Vendor, document date, contact, expected delivery, addresses, vendor reference, and external reference
Line Items	Purchasable items, warehouses, quantities, pricing, discounts, tax category, and line totals
Footer	Payment terms, price list, optional buyer, remarks, and totals

Header Fields

Field	Required	Description
Vendor	Yes	Active business partner with vendor role; vendor defaults populate payment terms, price list, contact, and addresses
Document Date	Yes	PO document date
Contact	No	Vendor contact
Expected Delivery	No	Expected goods receipt date
Billing Address	No	Vendor billing address
Shipping Address	No	Destination/shipping address
Vendor Ref #	No	Vendor’s reference number
Reference	No	Internal or external reference

Line Items

Column	Required	Description
Item	Yes	Purchasable item selected by code or item search
Description	No	Line description
Warehouse	Yes	Receiving warehouse
Quantity	Yes	Must be greater than zero
Unit Price	Yes	Price from the selected price list, unless overridden
Disc %	No	Line discount percentage
Tax Category	Yes	Tax category applied to the line
Price After Disc.	Read-only	Unit price after discount
Line Total	Read-only	Line total including tax

The item search sheet supports purchasable items and purchase-order pack rows. Pack rows show the pack template badge and can expand to show pack contents.

Validation and Pricing

• Payment Terms and Price List are required.
• Each line requires an item, warehouse, positive quantity, and tax category.
• Vendor changes can update defaults. In edit mode, changing the vendor or price list can prompt before updating existing line prices.
• If the selected price list is outside the user’s access scope, financial values are masked.

Save Behavior

Action	Result
Create	Saves a Draft PO and redirects to Purchase Order Detail
Cancel	Returns to the Purchase Orders list

Related Pages

• Purchase Orders — List and manage POs
• Purchase Order Detail — Confirm, close, cancel, duplicate, or create downstream documents
• Edit Purchase Order — Update a Draft PO
• Purchase Requisitions — Source PRs for POs
• Requests for Quotation — Source RFQs for POs