You can create PO template before creating purchase orders. You might want to do this if you need to set up a template from scratch, or if you want to set up multiple templates all at once.
Before You Begin
If you want to assign a distribution pattern to the PO template and do not have any distribution patterns to choose from, then you must create at least one. (For more information, see Creating a Distribution Pattern.)
To create a PO template from scratch
1 | Start the PO Templates process. |
The default location of this process is the
Horizon displays the PO Template window.
2 | Click New. |
Horizon displays the Edit PO Template window:
3 | Complete these fields: |
Field |
Action |
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Enter the name or code for this PO template. (For example, enter “EbDec03”.) |
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Template Description |
Enter a description of this PO template. (For example, enter “Ebsco Orders for December 2003”.) |
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If you want to assign a distribution pattern for this PO template, click D. Pattern and choose the distribution pattern you want; otherwise, leave this field blank. |
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Do one of these options:
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4 | Complete the rest of the fields on the PO template the same as you would on a PO header. (For a description of each field, see Edit PO Header Window.) |
Note: Make sure you complete the Location field if you want to enter a Ship To and Bill To address. You must do this because these addresses are location-specific. Horizon cannot save the PO template if there are addresses assigned, but no location.
5 | Save your changes. |
6 | Repeat steps 2 through 5 to create another PO template. |
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