Working with Session Defaults

A session default is a set of PO header information and possibly distribution pattern information. Horizon uses a stored session default to automatically populate newly created purchase orders. You may want to use session defaults if you have several purchase orders with the same PO header information (and possibly distribution pattern) that you need to create all at once.

To use a session default, you must set or store it in Horizon.You can set session defaults in these ways:

From a PO template. Before you begin entering purchase orders, you can choose a PO template for your session defaults. 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.
From a PO header. When you are creating or editing a PO header, you can set the PO header information as the session default. You can also choose a distribution pattern as part of the session defaults.

You can also set the distribution pattern as its own session default for all PO lines that you choose or enter on a single purchase order. (For instructions, see Assigning a Distribution Pattern and Applying It to PO.)

You can use a session default that you set until you change it, or end a session by logging off Horizon. (You can also bypass the current session default by creating a new purchase order from the New PO process.) However, before you set the session defaults, you may want to view the current session defaults, if there are any.

This section explains these topics:

Viewing the Current Session Defaults
Setting Session Defaults from a PO Template
Setting Session Defaults from a PO Header

 


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