Editing a PO Template

If you need to change information in a PO template, you can edit it.

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.)

Effects

Horizon changes the PO header information for the PO template you change.
Horizon does not change the PO header information for purchase orders that have already been created using the PO template.

To edit 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 PO Template window.

2 Choose the PO template that you want to edit.

Horizon displays the Edit PO Template window:

3 Change these fields, as necessary:

Field

Action

PO Template

Enter the name or code for this PO template. (For example, enter “EbDec03”.)

Template Description

Enter a description of this PO template. (For example, enter “Ebsco Orders for December 2003”.)

Distribution Pattern

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.

User Assign PO Number

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.
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.

 


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