Entering Purchase Orders

In Skyward, authorized users enter POs to authorize the purchase of goods/services and encumber the funds.

Step-by-step via video

Step-by-step via Written Instructions

  1. Click the green menu button () near the upper-left of the screen.
  2. Click Purchasing from the menu.
  3. Click My Purchase Order under the Features heading.
  4. Click the Add Purchase Order in the upper right.
  5. If you have access to multiple Purchase Groups, be sure to set the Purchasing Group appropriately at the top.
  6. In the Vendor, drop-down type the first few letters of the vendor name.  All matching vendors will pop-up in the drop-down.  Select the appropriate vendor.
  7. The Description and Batch can be anything for non-activity POs. [In this example, we’ve used “Order” and “PO”.] (Activity POs should use their building in the Batch field.)
  8. Click the Save and Add Detail button in the upper-left.
  9. Type a Description.
  10. Type in a Quantity.
  11. Type a Unit of Cost.
  12. Begin typing an account number in the Account field and the select the desired account when it appears.
  13. If there are more line items for the PO, click Save & Add Another.
  14. When all line items have been entered, click Save & Submit.

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