Create or Edit a POR

• Go to the "PO Requests" tab
• To create a new POR, click the green-outlined "Create POR" button at the right, above the table.
• To edit an existing POR, from the table showing PORs, click on the "PO Request Number" of the particular POR, scroll to the bottom and click "Edit". The fields and options are the same for creating and editing a POR.
  • The clickable "PO Request Number" can be found at multiple places in the Mr.Albert POR interface. Eg. PO Requests tab, Approvals tab, filtered search results etc.

1. PO Request no.
   • This field is not editable and will be auto-populated with the next chronological number in the preset series format.
     
     
2. Date
   • Select POR date by clicking on the Calendar icon in the field.
     
     
3. Vendor
   • Click the down arrow in the field to open the drop-down list of Vendors and select the required Vendor.
   • Note: New Vendors cannot be added here. To add a new Vendor, see Create or Edit a Vendor
     
     
4. Currency
   • Select the required currency from the drop-down list. The default currency is INR.
   • Available non-INR currencies are USD and EUR.
   • A fixed conversion rate is used. 1 USD = 75 INR and 1 EUR = 87 INR.
     
     
5. Budget
   • From the drop-down list, select the budget under which to file the POR.
   • Note: New Budgets cannot be added here. To add a new Budget, see Create or Edit a Budget
     
     
6. Enter the Item name, GST %, Unit Price and Quantity.
   
   
7. If there are more than one line item in the POR, click "Add new item" and enter the line item details.
   
   
8. Quote/Purchse Invoice (optional)
   • Click "Choose file" to upload and attach a document with the POR.
     
     
9. INCOTERMS
   • If no particular terms need to be mentioned here, do not leave the field empty and instead enter none.
     
     
10. Enter the details of the payment

    • Advance required (%)

      • Enter a numerical value. Eg. "35"

    • Payment Process

      • Select the appropriate option from the drop-down list. The options include:
        • Bank Transfer
        • UPI
        • SWIFT
        • Card
        • Cash
        • Reimbursement
        • Credit
      • Payment Terms
        • Select the appropriate option from the drop-down list. The options include:
          • Immediate
          • Net 15
          • Net 30
          • Net 45
          • Net 60
          • Other
            
            

• Click "Submit" once finished entering all required details.

• If any error messages are shown after submitting, fix the errors following the instructions.
• If the Budget under which the POR is being filed doesn't have available funds to accept the POR, the POR will not be created.
  
  

Things to note when editing a POR

1. In cases where the amount is being edited/updated, note that the change will be saved only if the particular budget has enough size to accommodate the updated amount.
   
   

When to NEVER edit a POR

• Do not edit a POR once it has been approved, even if the "Edit" button is visible.