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
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 |
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Do one of these options:
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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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