Order Management – Purchasing

Go to the Purchasing section of the Order Management tab:

Purchasing  section on Accounting Preferences 

We can choose to allow expenses on purchases, which places an Expenses tab on the Purchase Order screen. This can be used to create a Purchase Order and post the transaction directly to the expense account without needing to set up an item record first:

Purchase Order page showing Expenses subtab

In our example, we are purchasing inventory, so we need to know the quantity of inventory purchased, in addition to the amount paid. For this, we can use the item tab and add the inventory items to our purchase order. The option to Allow Expenses is, however, open to you, if required. 

We can also choose a Default Location for Purchase Orders to automate the selection of location when creating purchase orders. The default can be changed on the purchase order itself. There is an option to enter the Maximum lines to consolidate on a Purchase Order, where, for instance, we use the system to prompt reordering when inventory falls below the reorder point of particular items. NetSuite will create the purchase order for us, placing all the items requiring replenishment onto a single purchase order, by vendor. This selection determines the maximum number of lines on such a purchase order.