Creating a Purchase Order Using Session Defaults

After you set the session defaults, you can create purchase orders using the session defaults.

Effects

Horizon creates a new purchase order with the PO header information automatically completed from the session defaults 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.

Constraints

Horizon uses session defaults only when you create purchase orders from the New PO from Session Defaults process, not from the New PO process.

To create a purchase order using session defaults

1 Start the New PO from Session Defaults process.

The default location of this process is the Acquisitions\Purchase Order folder on the navigation bar.

If you chose to have the user assign the PO number, Horizon displays the PO Header window so that you can enter the PO number; otherwise, Horizon displays the purchase order (PO window), ready for you to add PO lines.

2 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.

3 Add that 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.

4 Save your changes.

 


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