PURCHASING > Purchase Orders > Transfer POs to another user’s work area
This is used to transfer (move) unprocessed Purchase Orders from one user’s PO Work Area to another’s.
This utility might be used if a Buyer is absent and has urgent orders that need to be completed or as part of your normal order management process (e.g. one user is responsible for creating POs while another is responsible for reviewing and processing the orders).
Questions & Options
1.Enter the of the user that currently has the POs in their PO Work Area (i.e. the “from” user).
| TIP: If certain users are only permitted to transfer their own documents, this field can be locked/restricted. |
2.Enter the to transfer the POs to. When the transfer is complete, the POs will be in this user’s PO Work Area.
3.On the PO Transfer Screen, to be transferred.
Use this screen to select one or more POs to transfer. A check mark (
) in the Include Column indicates that the PO has been selected for transfer.
) in the Include Column..
