Creating Purchase Order Template

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

Field Description

The following table describes the fields on the PURCHASE ORDER TEMPLATE page:

Field	Description

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: Purchase Order: If selected, the template is created for Purchase Order. Contract Purchase Order: If selected, the template is created for Contract Purchase Order.
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.

Note:

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.

Click Filters to specify filter criteria to view a particular set of Purchase Order Templates.

FILTERS pop-up page

Figure: FILTERS pop-up page
Click ADD NEW to configure a new Purchase Order Template.
Click CONFIGURE SECTION to configure a new section and view the existing configured Sections.
Fill in the details on the CONFIGURE SECTION pop-up page, and then click SUBMIT.

Figure: CONFIGURE SECTION pop-up page
The following table describes the fields on the CONFIGURE SECTION pop-up page:
Click PRINT to print the page.
Click EXPORT TO EXCEL to export the records displayed on this page to a Microsoft Excel sheet.
Click EXPORT ALL to export all the records to a Microsoft Excel sheet.