From the "Apps" menu in the upper-right corner of the screen, select the "Settings" app from the drop-down menu.
Select "Orders" from the menu appearing in the left-hand column on the screen.
Under the "General" category in the center pane, select "Inventory interactions" and confirm that "Physical default" is set to "Instance, holding, item."
Open the Order app.
Create a new order by clicking the blue "New" button in the upper right-hand corner of the second column on the screen.
Add a purchase order line to the newly created PO and set "Order format" in the "PO line details" accordion to "Physical resource."
Complete the PO line by adding additional information about the purchase and save the PO.
Set the purchase order's "Workflow status" to "Open" by clicking on the blue "Actions" button in the upper-right corner of the purchase order display, and selecting "Open."
Open the Inventory app and search for the instance record for the POL you just created.
Confirm that an Instance, holding, and item record have been automatically created for the item specified in the PO line you created.