Setting Session Defaults from a PO Template

Before you begin entering purchase orders, you can choose a PO template for your session defaults. You may want to choose a PO template as a session default if you have a PO template already set up that you want to use.

By choosing a PO template, you choose PO header information that Horizon uses to automatically complete PO header fields for any newly created purchase orders. If you assign a default distribution pattern in the PO template, Horizon automatically completes any PO lines’ distribution fields with the information from the distribution pattern on the PO template.

Effects

Horizon automatically completes PO header information for all newly created purchase orders until you end a session by either changing the session default settings or logging off Horizon.
Horizon automatically completes the PO lines’ distribution fields with the information from the distribution pattern on the PO template, depending on if you have a distribution pattern set up on the PO template.
Horizon automatically saves the PO header and PO line information with the applied PO template and distribution pattern information.

To set session defaults from a PO template

1 Start the PO Templates process.

The default location of this process is the Acquisitions\Purchase Order folder on the navigation bar.

Horizon displays the List PO Templates window.

2 Highlight the PO template that you want to use.

If you do not know which one you want to use, choose a PO template and view the fields to see if you want to use it.

3 Choose PO Template, Store Session Defaults.

Horizon displays the Store Session Defaults As Per Template window:

4 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.

5 Save your changes.
6 Create a new purchase order 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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