Assigning a Distribution Pattern and Applying It to PO

Once you create a distribution pattern, you can use the distribution pattern to automatically enter distribution information in these ways:

While editing or creating a purchase order, or creating a new PO line. When you edit a purchase order, you can change the distribution pattern for PO lines that you choose or create on the purchase order. If you choose a distribution pattern for a purchase order, Horizon automatically applies the distribution pattern to any newly created PO lines. You can also assign a distribution pattern to existing PO lines that are not already approved. Either way, Horizon automatically completes the PO lines’ distribution fields with those from the distribution pattern.
Using a PO template. When you create a PO template, you can assign a default distribution pattern. This way, every purchase order that you create using the PO template will automatically complete any PO lines’ distribution fields with those from the distribution pattern. Also, if you want to use a distribution pattern as a session default, then you must assign it in the PO template.

This task explains assigning a distribution pattern while editing or creating a purchase order or creating a new PO line. It also explains how to apply the assigned distribution pattern to existing PO lines. (For instructions on assigning a distribution pattern to a PO template, see Creating a PO Template from Scratch.)

Horizon applies the distribution pattern to new PO lines that you create or to existing PO lines that you choose. Horizon continues to use this pattern until you change the pattern or close the purchase order.

Distribution patterns also affect purchase orders and PO lines created using these methods:

Copying a purchase request to a purchase order.
Copying a PO line from one purchase order to another.
Sending a bib record to a purchase order.

For more information on the effects of distribution patterns on purchase orders and PO lines created using these methods, see these sections:

Effects

You assign a distribution pattern to a purchase order for Horizon to use.
Horizon uses the assigned distribution pattern to complete the fields in the Distribution group (except for the Call Number field) for all newly created PO lines, until you change the distribution pattern or close the purchase order.
Horizon uses the assigned distribution pattern to change the fields in the Distribution group (except for the Call Number field) for any PO lines that you choose to change.
Horizon automatically saves the PO line information with the applied distribution pattern information.
Horizon overrides any default distribution information from the PO header.

Constraints

Horizon does not let you apply a distribution pattern to a PO line that is already approved.
If you want to use a budget from a fiscal year other than the current one for the PO line, then you must manually enter the budget from the correct year in the PO line’s Budget field.

Cautions

There is no “Undo” procedure for applying a distribution pattern, so make sure that you want to apply the distribution pattern to the PO lines you choose or create.

To assign a distribution pattern and apply it to PO lines

1 Open or create the purchase order that contains the PO line or PO lines you want.

Horizon displays the PO window:

2 From the Distribution Pattern list, choose the distribution pattern you want.

If you do not know which distribution pattern you want or what a distribution pattern contains, choose PO Line, Distribution Pattern, Display Pattern Info.

Horizon displays the List Distribution Pattern Information window, which shows all of the distribution information for the pattern.

Note: If you do not want any distribution patterns to apply to PO lines you choose or newly created PO lines, then choose None.

3 Do one of these options:

To do this

Do this

Apply a distribution pattern to a new PO line

Choose one of these methods for creating a new PO line:

On the PO window, click New.
Copy a purchase request to the purchase order.
Copy a PO line from another purchase order to this purchase order.
Send a bib record to the purchase order.

Horizon automatically completes and saves the distribution information for the new PO line.

Apply a distribution pattern to an existing PO line

1 Choose the PO line that you want.

Horizon displays the Edit PO Line window.

2 Choose PO Line, Apply Distribution Pattern.
3 Click Yes to override any previous distribution patterns.
4 Save your changes.

Horizon changes the distribution information for the PO line.

Note: The Distribution drop-down list in the Edit
PO Line window contains only a list of different locations and their distribution information available for only the PO line; this is not a distribution pattern. You can choose a distribution pattern only from the PO window.

Apply a distribution pattern to multiple existing PO lines at once

1 Highlight all of the PO lines to which you want to assign the distribution pattern.
2 Choose PO Line, Distribution Pattern, Apply Distribution Pattern.
3 Click Yes to override any previous distribution patterns.

Horizon changes the distribution information for all of the PO lines.

4 Continue entering your purchase order information, as necessary.
5 Save your changes.

 


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