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SpendMap User Guide (v15)

PURCHASING > Purchase Orders > PO Templates

 
Purchase Order Templates are used to save time when creating common (repetitive) Purchase Orders.

Rather than creating POs from scratch each time, you can copy a template into your PO Work Area which can then modified as required.

To copy a Template to create an actual PO, click the [COPY] button on the PO Work Area Summary Screen.

Purchase Order Templates use the same screens as creating new POs in your PO Work Area, with the following exceptions:

1.When you [ADD] or [MODIFY] a Template, before you are brought to the Purchase Order (Header) screen, you will be prompted for a Template Code, Description and User Access Level required to use the Template.

2.On the PO Work Area Summary Screen, the [ITEM],  [SPLIT CHARGE] and [HOLD] buttons are disabled.

3.On the Purchase Order Line Item Details Screen, the [SPLIT CHARGE] button is disabled.
 
NOTE: If you need to split-charge a PO, you can do so when the Template is copied to build an actual PO in your PO Work Area.