Converting a Purchase Order to a PO Receiver

NOTE:  You should only perform this process if you have been directed to by Accounting.

When you receive an invoice from a vendor for an order that you placed using an approved purchase order, do not submit it via Papersave.  This will avoid creating duplicate entries in Sage.

Instead, locate the PO in Sage, click Convert and then click PO Receiver.

Review the information for accuracy (it shouldn't have changed) - be sure to add any additional information Accounting might need for allocation in the Message field.

Click Draft if you want to save your work but are not ready to submit it to processing.

Click Post if you are ready to submit it for processing.  Then, forward the invoice to accounting@iupat.org and reference the PO #.