Process to Initiate Payment on a Purchase Order

PROCESS TO INITIATE PAYMENT FOR A TECH ON A PURCHASE ORDER

1. Open “File Maker Pro” on the desktop
2. Click “File” and select “Open Remotely” from the drop-down menu
3. Locate “Payment Request” in the pop-up menu
4. Press Ctrl+N to clear the record
5. Fill in the top portion for the vendor we will be paying for the purchase order
6. Click the box next to “Payment Request / Used Equipment Purchase” and type in the PO# that we are paying
7. “Submitted by” will be the salesman’s name
8. “Submitted to” will be your name
9. Fill in today’s date in the “Date” box
10. Print this filled out form and take it, along with a copy of the original order, purchase order, and any other e-mails or paper work that goes along with it to the Sales Manager
11. Once the Sales manager signs off on the request, take all the paper work to Kathy so she can issue the payment