PO Entry Guide

PURCHASE ORDER ENTRY GUIDE

POs must be approved BEFORE purchasing any item or service.

STEP 1: Log into Skyward

On LPOSD Chrome Bookmark Bar, choose SKYWARD PORTAL

Sign into Skyward using GOOGLE AUTHENTICATION

STEP 2: Select  > Administrative Access > Purchasing

STEP 3: Select My Purchase Order under Features

STEP 4: Click ADD PURCHASE ORDER near the top right of the screen.

STEP 5: Add Purchase Order Main Page. Complete all fields marked with *

Purchasing Group Ensure you are in the correct Purchasing Group. Click the  icon to choose from the drop-down list if you have more than one.

Blanket Check this box if you have a purchase order that remains open for more than one purchase and is used for non-specific purchase items. You would create a purchase order to encumber the funds for purchases throughout the year, instead of purchasing the items all at once.

Shop Online See HOW TO CREATE AN ECOMMERCE ORDER User Guide

Vendor Start typing the Vendor Name in the Vendor field or click the to choose from the drop-down list.

Description Enter a Description for the purchase order. Batch Enter the Batch Number as the Date and your initials.

This PO was entered on August 27, 2024 by Meagan Boyd = 082724MB

Invoice To Will always be Lake Pend Oreille School District. May have to choose on drop down menu

Ship To Will default to the address of your school/department or Click the  icon to choose from the drop-down list if you have more than one address.

Attention To Will default to your name. If you are entering a PO for someone else, type their name here. Eg: Admin Assistant entering a PO for a Teacher would put the Teacher’s name here

Click Save & Add Detail at the top of the page to move to the next step, adding the PO Detail.

Or Click Save if you want to wait to add detail until later. You will need to Add Detail before you can submit the PO for approval.

STEP 6: Add Purchase Order Detail Page. Complete all fields marked with *

1. Add a Detail Page for each type of item you are ordering (ex: t-shirts would have one detail page, hats would have another detail page, etc)

2. Sales tax and shipping should also be added as separate Detail pages.

Catalog Item (if applicable) May enter the part number, item number, etc for further detail.

Description Describe the items or services purchased in detail. Quantity Number of items purchased.

Unit of Measure (not required but helpful) Box, case, each, etc. Click the  icon to choose from the drop-down list.

Unit Cost Cost per item.

Entry Amount This field is automatically populated based on Quantity and Unit cost. Double check that this amount matches the overall PO Amount.

Account Enter the budget code used for the purchase.Click the  icon to choose from the drop-down list.

STEP 7: Save.

1. Save & Add Another Use this option if you need to enter another Detail Page (see above for more info)

2. Save & Submit Use this option if you have all your detail pages added and are ready to submit the PO for approval. This is the most common selection.

3. Submit & Add New Purchase Order Use this option if you are ready to submit and are entering a lot of POs. This option will submit your current PO and start a new PO for you.

4. Save & Add New Purchase Order Use this option if you are NOT ready to submit the PO but want to save the current PO detail page and start a new PO.

5. Save Use this option if you wish to save your detail page but are not ready to submit your PO for approval.

6. Cancel Use this option if you wish to discard your current detail page or wish to start the detail page over.

STEP 8: Once submitted, your PO will go through the approval process. Once it has been approved, you will receive an email notification. You can then make the purchase.

Last updated: 3/27/2025 (mb)