Creating Purchase Order Template

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Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
3 min read
 SummitAI Procurement
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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:

  1. Select Procurement > Configuration > Purchase Order Template.
  2. 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.
  3. 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.

    PURCHASE ORDER TEMPLATE page
    Figure: PURCHASE ORDER TEMPLATE page

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:

  • 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.

PURCHASE ORDER TEMPLATE page
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.

    CONFIGURE SECTION pop-up page
    Figure: CONFIGURE SECTION pop-up page

    The following table describes the fields on the CONFIGURE SECTION pop-up page:

    Field

    Description

    Section Name

    Specify the name of the Section that you want to configure.

    Template

    Specify the content of the Section. Click Show HTML hyperlink to specify the content in the HTML format.

    Active

    If selected, the configured Section becomes active.

    LIST

    Edit

    Click the Edit icon to edit a configured Section.

    Section Name

    Displays the configured Section Name.

    Active

    Displays the status of the configured Section if it is active or inactive.

  • 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.