To create a new PO:
- Open Reynolds, then open "Accounting" for the store (MD or VA) you're writing a PO for.
- Once in accounting, select "Tools" at the top center, then "Purchase Orders 0680"
- Once in Purchase Orders, select "File" then "Add PO"
- Change the following fields:
- PO Type: Miscellaneous
- Date: the invoices date or prior
- Written By: your employee number
- Requested By: your employee number
- Name Type: Vendor
- Name ID: Click the magnify glass, enter the company under the "Company Name" and search, then double click their account
- Ship To: the store number you want to use:
- MD:
- Gburg Chevy: 10
- Tmont CJD: 20
- Tmont Chevy: 30
- Gtown Honda: 40
- Gtown Maserati: 50
- Gtown Nissan: 60
- Gburg CJD: 70
- VA:
- Wstock Ford: 90
- Wstock CJD: 3617
- Under "PO Detail" enter the line items, or at least a descriptive total, filling out "Description", "Qty", "Price"
- Select "Account Distribution", and enter the proper account and amount - typically "OUTSIDE SERVICES". You can use the magnify glass to search for accounts. The amounts must balance, so if the invoice is for $1.01, you must disperse $1.01 to the accounts, with "Balance" at the bottom reading "0.00":
- Click OK on the Account Distribution, your PO should not look similar to this:
- Select "Authorize" on the bottom middle, then enter the vendors invoice number and invoice date, and select "OK"
- Click "Add" on the bottom right.
To retrieve a digital copy of your PO:
- In the Reynolds "Homepage" click "Integrated Document Management" for the store you wrote your PO in
- On the bottom right "Document Key" fields, find "PO" and enter the PO number, then select "Search" at the bottom right corner:
- In the "Results" field right click the PO, and select "Export":
- Click the magnify glass and navigate to where you would like to save the PO, then select "Export":
