Creating a Purchase Order Using a PO Template

After you have set up a PO template you can create your purchase orders using the PO template. You can create a purchase order in one of these two ways:

By setting a PO template as the session default. (For instructions, see Setting Session Defaults from a PO Template.)
Directly from the PO template.

This section explains how to create a purchase order directly from the PO template.

Effects

Horizon creates a new purchase order with the PO header information automatically completed from the PO template and saves the purchase order.
If you set up Horizon to do so, Horizon prompts you to enter the purchase order number before saving the purchase order.

To create a purchase order using 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 you want.

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 Click Create PO.

If you have set the PO template to let the user assign the PO number, Horizon displays the PO header so that you can enter the PO number.

4 If Horizon displays the PO Header window, enter the number for the purchase order in the PO Number field and save your changes; otherwise, continue with the next step.

Horizon displays the purchase order (PO window), ready for you to add PO lines:

5 Add the titles you want to order to the purchase order.

If you had a distribution pattern attached to the PO template for the session defaults or if you have chosen one from the Distribution Pattern list, Horizon automatically completes or prompts you to replace the distribution information for any PO lines that you add to the purchase order.

6 Save your changes.

 


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