Processing and Calling in Orders 2
Step 1 Processing (cont'd)
Within each order, check that the order is complete. There must be a description, a company, and the company must have a vendor listed. Later, all orders will be organized by vendor. In this example the company, vendor and description of the first order have been left blank. You would delete this 
order. If necessary, you may correct an order by clicking of the field containing erroneous information.
When you are ready to move on, press the "Click here to process each order" button at the bottom of the screen. If you wish to leave WITHOUT processing any orders, click "Cancel".
You will now be able to assign accounts and spending details to each order.
The vendor name, phone number and customer number are provided from the companies list. "Account #" Is the grant number or funding component to which this should be charged. This is a popup list that is editable. Only current funding numbers need be kept in the list. "Date Required" is an optional field to help keep track of items that are not delivered in a timely way. If you are purchasing the item with a credit card or purchasing card, click on the "Purchasing Card" button. This will bring up the P-Card Flag. If you have several of these cards, put some identification of which card was used into the "Charge Card Used" field. This too is an editable popup menu. If you are using a purchase order, put the purchase order number (PO number) in the "Purchase Order #" field. Some, but not all PO numbers are accompanied by requisition numbers which indicate which specific purchase is being made with a standing purchase order number. If you have such a number enter it in the "Req. Number" field.
If you need to split an order, select items to be placed on a second order by clicking on "put this item on another order".
When you are finished, click on "Process this Order". When all available orders have been finished, you will be taken to the "Call in Orders" screen.