Creating a PO Template from a PO Header

If you are editing or creating a PO header and want to use the PO header as a PO template, you can do so.

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 creates a PO template using the information in the PO header.
Horizon automatically sets the PO header (or PO template) as the session default for any new purchase orders created from the New PO from Session Defaults process until you change the session default or log off Horizon. (For more information on session defaults, see Working with Session Defaults.)

To create a PO template from a PO header

1 Open or create a purchase order header that you want to use as a PO template.

Horizon displays the Edit PO Header window.

2 Make sure the fields in the PO header are completed the way you want them for the new PO template. (For instructions on completing the fields, see Edit PO Header Window.)
3 If you made changes to the PO header, save your changes.
4 Choose PO, Save PO Template.

Horizon displays the Save Template As Per PO window:

5 Complete these fields:

Field

Action

Template Name

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

Description

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

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 PO template, click D. Pattern and choose the distribution pattern you want; otherwise, leave this field blank.

6 Save your changes.

 


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