How do I change my default options for purchase orders?
Change the way the Enter Purchase Order entry form enters, prints, and saves purchase orders.
Printing purchase order during entry
Change the default setting to save a purchase order and immediately
print it before you enter the next purchase order.
1. Click Options (F12).
2. Select the checkbox titled Print Purchase Orders During Entry.
Choose No to save without printing a PO. Choose Prompt Each Time to save and then ask to print or not print a PO. Choose Yes to always save and print a PO.
Print purchase orders during entry and Form
Next, select the form layout that you want to use to print purchase orders.
3. Use the Purchase Orders Report Definition to select the form layout for printing purchase orders.
Purchase orders report definition
4. Click OK.
Switching the default entry mode
Split mode is the default entry mode when you launch Enter Purchase Orders. Use Split mode to allocate items on a purchase order to different accounts. When you're ready to save the purchase order, you can click the Save button or you can set up the default options to select a single field. When you leave accept the field value without changing it, Connect will save the purchase order.
How do I do this?
Click Options (F12). To make Split mode your default entry mode, select the checkbox titled Split Mode. Next, select the field that you want to use to save a purchase order. "Entered through" means pressing the Enter key again.
Split Mode and Save purchase order when this field is entered through
To make Normal mode your default entry mode, remove the checkmark from the checkbox titled Split Mode.
Copying field values and detail field values to the next PO
Change the default setting to copy the field values and detail field values that are saved on the purchase order that you are currently working on and pastes those values in the fields on the next purchase order.
This is a screenshot of the field values that can be copied to the next purchase order: Input date, PO type, Vendor, Remit to, and Department. If you're using this option, the field values from the last purchase order that you saved will be copied into the same fields on the new purchase order. You can override the copied field values by typing in or selecting a new value.
Fields that can be copied on the Purchase Order tab
How do I do this?
Click Options (F12). To copy field values from the Purchase Order tab, find the section titled Purchase Order Copy Fields and then click the Select button next to it.
Purchase Order Detail Copy Fields
To copy field values from the Detail tab, find the section titled Purchase Order Detail Copy Fields and then click the Select button next to it.
Purchase Order Detail Copy Fields
2019Sep17
Change the default setting to copy the field values and detail field values that are saved on the purchase order that you are currently working on and pastes those values in the fields on the next purchase order.
This is a screenshot of the field values that can be copied to the next purchase order. If you're using this option, the field values from the last purchase order that you saved will be copied into the same fields on the new purchase order. You can override the copied field values by typing in or selecting a new value.
Fields that can be copied on the Purchase Order tab
How do I do this?
Click Options (F12). To copy field values from the Purchase Order tab, find the section titled Purchase Order Copy Fields and then click the Select button next to it.
Purchase Order Detail Copy Fields
To copy field values from the Detail tab, find the section titled Purchase Order Detail Copy Fields and then click the Select button next to it.
Purchase Order Detail Copy Fields
Updated 16Jul2018
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