How to Print Purchase Orders in X3

Step 1: Create a Purchase Order

Go to Purchasing/ Orders/ Orders

Click on the New button

Define: purchasing site
Order: system generated purchase order number
Order Date: Defaults to todays date
Supplier: specify the supplier ID to whom the order is being issued
Reference: define purchase order reference if applicable (ex: RFQ # or
vendors quote number, etc.)
Currency: generally USD, unless business is being transacted in foreign
currency
Payment Terms: auto-populates based on the default terms defined on the
vendor
Buyer: Users X3 ID number defaults into this field
Shipping Mode: select applicable shipping mode
Carrier: select appropriate freight carrier
Tax Rule: Defaults from the BP tax rule defined on the vendor
Invoicing Site: define the applicable site in your companys organizational
structure that will be entering the vendors invoice that corresponds to this
order
Dimension: generally not applicable on the Controls tab

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Screenshot of Controls tab

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Lines tab
The lines tab is where the products that you are purchasing are defined.
Product: define the product ID of the good that you wish to purchase
Std Description: defaults from the description defined on the part master
Receiving Site: define the site into which the goods should be received
Address: generally the same as the receiving site
PUR: define applicable purchasing unit of measure
Ordered: define quantity to be purchased in purchasing unit of measure
Exp Rec Date: define the date that the goods are expected to be delivered
Gross Price: if there is a price book established for the product this field will
auto-populate, otherwise it will be necessary to define a purchase price
(expressed in the purchasing unit of measure)

Once the lines tab is completed click on the Create button at the bottom of
the screen to create the purchase order.

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Step 2: Printing the Purchase Order

There are two options for printing the purchase order

o File/Print/Record
o Or click on the printer icon in the menu bar

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 Report Parameters screen
o Click on the Print button at the bottom of the screen

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 The purchase order will be pulled up in a Crystal Report.
To print this document to the local printer, click on the printer icon in the upper
left-hand corner of the screen.
Once this document is printed, mark up the document with a red pen
indicating the respective changes that you wish to be made to the document
and then provide the document to the person at your company responsible for
making the Crystal report changes.