Setting Session Defaults from a PO Header

If you are creating or editing a PO header that you want to use as a session default, you can set PO header information as the session default. You can also set a distribution pattern as a session default.

Effects

Horizon automatically completes PO header information for all newly created purchase orders using the PO header you are in until you end a session by closing the Launcher.
Horizon automatically completes the PO lines’ distribution fields with those from the distribution pattern on the purchase order (PO window), depending on if you have a distribution pattern displayed on the PO window.

To set session defaults from a PO header

1 Open or create the purchase order header you want.
2 Choose PO, Store Session Defaults.

Horizon displays the Store Session Defaults As Per Template window:

3 Complete these fields:

Field

Action

User Assign PO Number to Defaulted POs

Do one of these options:

If you want Horizon to let you enter your own PO number for a purchase order, mark this box.
When you create a purchase order from a PO template or from a session default, you can enter your own PO number in the open PO header before saving the header.
If you do not want Horizon to let you enter your own PO number for a purchase order, do not mark this box.
If you do not mark this box, Horizon does not display the open PO header. It automatically saves the header, and displays the PO Line window, ready for you to enter new PO lines.

Distribution Pattern

If you want to assign a distribution pattern for this session default, choose the distribution pattern you want; otherwise, leave this field blank.

4 Save your changes.
5 Add PO lines to this purchase order, or create new purchase orders using the session defaults you set. (For instructions on creating purchase orders using session defaults, see Creating a Purchase Order Using Session Defaults.)

 


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