SharePoint 2010 Purchase Orders

Posted on 2011-10-07
Last Modified: 2012-06-27
I have just finished upgrading our Sharepoint 2010 Intranet Site from foundation to Server.  One of the projects I have is to create a way to create a purchase order. I think my first mistake was to do a search on this, I have read so many different articles I am now unsure the easiest way to do this.  I am new to Sharepoint and am not a developer so do not write code.  I would like to create the PO form either in Info Path, Sharepoint Designer or if there is an easier way open to anything, that would auto generate the PO number, user would enter in all other data, then have a workflow set up the would send the PO via email to vendor (if not too difficult, this step can be done manually) but to send it internally to the person who would approve and to AP for payments.  
I would appreciate any feedback, I found another post where someone actually created this process but it was in Sharepoint 2007 so not sure if it would work for 2010.  I think this should be a very simple thing to do but as I mentioned I think I just confused myself more by reading all the various posts online.
Thank You
Question by:jajen
    LVL 14

    Accepted Solution

    I would recommend to start slow...
    As the first step, just try using a SP list and a simple SP designer Workflow. If the requirements/complexity increase, then look at InfoPath/VS Workflow options.

    Now here's the simple way:

    1. Create a list called PurchaseOrder. In the views you will see a filed called ID. you can simply use this field as your purchase order number. SP automatically increments this each time a new item is created. If you want a bit of fancy formatting for your purchase order, you can create a calculated filed to include the date, ID, etc.
    2. Now to send emails, create a simple SP designer workflow which send out the email based on the entered fields.

    Author Comment

    Thank you for the advice, I was going to ask about which is better way to start - create infopath form and publish to sharepoint or create sharepoint list and then crate infopath form from it, but you have stated that.   The question also comes up should this be a shrepoint forms library or sharepoint list. I have read about both as ways to do this.  I realize this is a Microsoft product so there are at 3 different ways to do the same thing!  

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