To create a PO header
1 | Start the New PO process. |
The default location of this process is the
Horizon displays the Compound Search window.
2 | Search for the vendor you are ordering from. |
After you choose the vendor you want, Horizon displays the Edit PO Header window.
3 | Complete the fields in the window. (For a description of each field, see Edit PO Header Window.) |
Note: If you want to send this order to the vendor electronically using the BISAC format, then you may want to let Horizon assign the PO Number. This is because the vendor will receive the Horizon-assigned PO Number rather than the number you assign. To let Horizon assign the PO Number, leave the “PO Number” field blank.
4 | Save the file. |
Horizon saves the PO header and displays the PO window.
5 | To redisplay the PO header, click Header. To add one or more lines to the purchase order, click New and continue with step 3 in the next task, see Creating a PO Line from Scratch. |
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