II. Purchase Order Module

The Purchase Order Module works as a repository of all Purchase Orders,from here we can manage and review all purchase orders.

To access the purchase order module. from the home page click on BASIS and then Purchase order

From here we can see all purchase orders uploaded via BASIS desktop , an excel file or imported from an
accounting package program (eg.spire).

PURCHASE ORDER MODULE NAVIGATION

ACTIONS SECTION

• Delete – use this option to delete a purchase order
• Import from spire – Spire user’s can click on this button and all purchase orders will be downloaded by the Basis
  Portal
• Download Excel – using this option allows you to download the PurhaseOrders Form.
• Upload Excel – using this option you can upload the excel back to the portal.

Sample excel file

PO EXCEL FIELD DEFINITION

TYPE – Set to H and D where H is the Header of an order and D is the part of the order. ( see sample below for PO
00000300264)

Sample user of Header (H) – where H is the header of the order and D is the part of the order

PO NUMBER – Purchase order number
VENDOR CODE – Vendor code
DATE – date of the PO
TERMS – terms of payment
WAREHOUSE – warehouse number
ITEM NUMBER – Product code
UPCCODE – UPC code
UOM – unit of measure
QUANTITY – number of the items

FILTERS SECTION

Search field – use this field to search for a Purchase Order .

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