Before issuing a purchase order
- Confirm the supplier identity, remit-to details, scope, quantities, unit prices, currency, delivery, taxes, budget, and approver.
- Use a unique PO number and reference the applicable agreement, quote, or statement of work.
- State acceptance, invoice, change, cancellation, and delivery instructions approved for your organization.
- Retain the requisition, approval, PO, acknowledgement, receipt, invoice, exceptions, and payment record.
Download the free purchase order template and field guide.