Create New Tippie Order and Order Details

Notes

• Each order consists of two parts: the Order record and the Order Details record.
  
  • The Order record stores higher-level information about the order.
  • The Order Details records store individual item information about the order.
    • If there are two items in the order, there should be two Order Detail records.

Create New Order

• Click on the Tippie Orders Tab and click the New button.

• Enter information in the fields and click the Save button.

• End User
  • Can leave blank if the purchase is at a department or college level
• University Email and Alternate email will automatically populate from the contact.
• Department
  • Can select multiple department
  • Select TCOB if the order is for the college
• PO# 10 digit purchase order number
• Status
• Order Date
• Fiscal Year will automatically populate when you save the record
  • You can edit the fiscal year if the order is near a cut-off date.
• Order Type
• Payment Type
• Notes
• Click Save

Enter Order Details

• Once you save the Tippie Order record, you can add Order Details (the actual items being ordered).
• Scroll to the bottom of the Tippie Order record page, and click the New button in the Order Details section.
• Order Date, End User, Vendor, and PO# will automatically populate from the Tippie Order parent record.

• Enter the details about the item being ordered, and click the Save button.
• If you have multiple items in the order, click the Save & New button to add another item.