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You can create a Purchase Order template and configure its sections to create a PO in desired format.
To create a Purchase Order Template:
- Select Procurement > Configuration > Purchase Order Template.
- On the PURCHASE ORDER TEMPLATE page, in the ACTIONS panel, click Filters. On the FILTERS pop-up page, specify the filter criteria, and then click SUBMIT. The list of PO/CPO Templates are displayed.
- On the PURCHASE ORDER TEMPLATE page, in the ACTIONS panel, click ADD NEW. On the PURCHASE ORDER TEMPLATE page, fill in the details and then click SUBMIT. For more information about the fields on the PURCHASE ORDER TEMPLATE page, see Field Description.
Figure: PURCHASE ORDER TEMPLATE page
Anchor Field Description Field Description
Field Description
| Field Description | |
| Field Description |
The following table describes the fields on the PURCHASE ORDER TEMPLATE page:
Field | Description |
|---|---|
DETAILS | |
Tenant | Select the Tenant for which you want to create a Purchase Order Template. |
PO Type | Select the PO Type from the drop-down list:
|
Template Name | Specify the Template Name that you want to create. |
Active | If selected, the PO Template becomes active. |
LIST | |
Section | Select the Section from the drop-down list that you want to add in the PO template. Click ADD to add more configured Sections in the PO template. |
Allow Edit | If selected, the Section is allowed to be edited. |
Delete | Click the Delete icon to remove a Section. |
ACTIONS
This section explains all the icons displayed on the ACTIONS panel of the PURCHASE ORDER TEMPLATE page.
SHOW LIST
Click SHOW LIST to display the LIST table showing the Purchase Order Templates that are configured for a selected Procurement Tenant.
Figure: PURCHASE ORDER TEMPLATE page
- To preview a Purchase Order Template, click the
icon. - To edit a Purchase Order Template, click the Template Name hyperlink. Make the appropriate changes, and then click SUBMIT.
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When the configured Purchase Order Templates are displayed under the LIST table, the Filters, ADD NEW and CONFIGURE SECTION action items are displayed on the ACTIONS panel.
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