# Create a direct purchase order

## Create a direct purchase order

A direct purchase order is an order you enter from the direct-order route rather than from the
inquiry or offer stages. It belongs to the purchasing flow, where the page identifies the work
with the **MRQ**, **PO**, and **Received** stage indicators.

| If you need to… | Go to |
|---|---|
| Prepare the purchasing workspace | [Purchase job procurement chain](./purchase-jobs-procurement-chain) |
| Enter the main information and product rows | [Enter the main information and products](#enter-the-main-information-and-products) |
| Complete order-specific fields | [Complete the order details](#complete-the-order-details) |
| Save the order | [Save the direct purchase order](#save-the-direct-purchase-order) |
| Continue with approval, activation, receipt, or amendment | [Purchase job orders](./purchase-job-orders) |

![Check the direct-order header, stage indicators, and product grid before entering data.](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/b2a36ffd473bf008313c6dc4cec81a7f.png)

## Before you start

Prepare the information and access needed to enter the direct purchase order.

| Prepare | Why it matters |
|---|---|
| The purchaser | **Purchaser** is required on the form. |
| The product type | **Product Type** is required on the form. |
| A package title | **Package Title** is required on the form. |
| The products and quantities for the order | The product area starts with `No data` until product rows are available. |
| An editable direct-order context | The main fields require the page and subscription conditions to allow the form. |

The order panel has additional fields whose required status depends on your company configuration.
Prepare the order information that applies to your work before you enter that panel.

## Open the direct purchase-order form

Open the form to create a new direct purchase order.

**Prerequisites**

- You know the direct-order entry route.
- You have the purchaser, product type, package title, and product information ready.

**Steps**

1. Select **+ Direct P.O.**.
2. Confirm that the direct purchase-order form is open.

**Result:** The direct purchase-order form is open.

## Understand the direct-order form

The direct-order form combines header information, a product grid, stage indicators, and save
controls on one page.

The header contains **Branch**, **Purchaser**, **Product Type**, and **Package Title**. The
required marker appears on **Purchaser**, **Product Type**, and **Package Title**. **Branch** is
shown without a required marker.

The product grid has these rendered columns:

| Group | Columns |
|---|---|
| Product identity | **Category**, **Group** |
| Requested quantity | **MRQ Qty.**, **MRQ type**, **Qty**, **Unit** |
| Dates and references | **Required Receiving Date**, **Job no.**, **MRQ** |
| Vendor-list and progress | **V.L.**, **Is limited V.L.**, **Stage** |

The product area can show `No data`. The page also shows the **MRQ**, **PO**, and **Received**
stage indicators, together with **Save** and **Save and Close**.

## Enter the main information and products

Enter the header information first, then prepare the product rows that belong in the direct
purchase order.

**Prerequisites**

- The direct purchase-order form is open.
- You have the purchaser, product type, package title, and product information ready.

**Steps**

1. In **Purchaser**, select the purchaser for the order.
2. In **Product Type**, select the product type for the order.
3. In **Package Title**, enter the title for the package.
4. Review **Branch**.
5. Review the **Products** area.
6. In the product grid, review **Unit** for each product row.
7. In the product grid, review **Stage** for each product row. The options are `UNVERIFIED`.

**Result:** The header information is entered and the product area is ready for the order rows.

## Complete the order details

The order details describe delivery, payment, status, costs, and item-level values for the order.
The order panel is available only under its page, subscription, editability, order-stage, and
saved-order conditions.

| Field | Entry rule |
|---|---|
| **PO No.** | Complete it where your company configuration requires it. |
| **Delivery Time** | Complete it where your company configuration requires it. |
| **Delivery Term** | Complete it where your company configuration requires it. |
| **Forecasted Receiving Date** | Enter a date that is not earlier than the order date. |
| **Payment Method** | Complete it where your company configuration requires it. |
| **Payment Period** | Complete it where your company configuration requires it. |
| **Status** | Review the order status. The options are `UNVERIFIED`. |
| **Forecasted Logistics Costs** | Enter a non-negative value. |
| **Logistics Costs** | Enter a non-negative value. |
| **Rate to** | Enter a non-negative rate when the local-currency-rate control is available. |

The option values for **Delivery Time**, **Delivery Term**, **Payment Method**, **Payment Period**,
**Status**, **Unit**, and **Stage** depend on the lists available when the relevant control is
shown. The **Product Type** list also depends on the values available when the form is open.

**Prerequisites**

- The order panel is available for the direct-order state.
- You know the delivery, payment, status, and cost information for the order.

**Steps**

1. In **PO No.**, enter the purchase-order number when the field is required.
2. In **Delivery Time**, enter the delivery period and select its available time value.
3. In **Delivery Term**, select the available delivery term.
4. In **Forecasted Receiving Date**, enter a date on or after the order date.
5. In **Payment Method**, select the available payment method.
6. In **Payment Period**, enter the payment period and select its available time value.
7. In **Status**, review the available status.
8. In **Forecasted Logistics Costs**, enter a non-negative value.
9. In **Logistics Costs**, enter a non-negative value.
10. In **Rate to**, enter a non-negative rate when the control is available.

**Result:** The available order details contain the delivery, payment, status, and cost values for
the direct purchase order.

## Save the direct purchase order

Use **Save** or **Save and Close** after entering the information required by the form. The page
validates the order before saving.

**Prerequisites**

- The required header information is complete.
- The available product and order details are complete.

**Steps**

1. Choose how to submit the order.

   | If you want to… | Select |
   |---|---|
   | remain on the page | **Save** |
   | close the form | **Save and Close** |

**Result:** The form validates the direct purchase order before the save operation continues.

## Resolve validation and error messages

Use the message shown on the form to correct the related information, then return to **Save**.

| Message | What to do |
|---|---|
| `Check PO mandatory field(s)` | Complete the required purchase-order fields. |
| `Please insert at least one PO` | Add a purchase-order entry before saving. |
| `Check mandatory field(s)` | Complete the required fields marked on the form. |
| `Please insert at least one product` | Add a product to the product area. |
| `Order must have at least one item` | Add at least one order item. |
| `Please enter action for each milstone ` | Enter an action for every payment milestone. |
| `Invalid input. The value must be greater than 0 and cannot exceed 999,999.00` | Enter a quantity greater than 0 and no greater than `999,999`. |
| `Invalid input. Please enter a non-negative value` | Replace the value with zero or a positive value. |
| `Invalid input. The tax rate must be between 0 and 100` | Enter a tax rate from 0 through 100. |
| `An error occurred while processing your request` | Review the entered information and retry the action. |
| `Forbidden characters detected. Please remove them and try again.` | Remove the forbidden characters and retry the action. |
| `Package products cannot be empty` | Add a product to the package before saving. |

**Result:** The form contains values that satisfy the validation message shown for the failed
action.

## Continue with the saved purchase order

A saved purchase order continues into the purchase-order workflow. Later work includes approval,
activation, receipt, amendment, and other actions for an existing order.

Select [Purchase job orders](./purchase-job-orders) for those state-dependent actions.

**Result:** The order is ready for the next purchase-order workflow step.