How_do_I_choose_a_specific_PO_form_for_entering_purchase_orders_

How do I choose a specific PO form for entering purchase orders?

Select a purchase order form for printing purchase orders from the Enter Purchase Order view. You can select a purchase order form as the default purchase order form but you can also use a different purchase order form. 

Example: City ABC uses one PO form to print purchase orders for the office and operations. City ABC created another purchase order form for the water treatment plant. Most of the time, City ABC will use the PO form for purchase order for office and operations. When City ABC wants to print POs for the water treatment plant, City ABC sets up the options in the Enter Purchase Orders view to print the purchase order using the PO form for the water treatment plant. 

Set up the form layout for printing purchase orders in the Forms table (Organization > Purchase and Requisition Forms). 

Use a different form to print a single purchase order.

Do this...

1. Open Connect Accounts Payable > Purchase and Requisitions > Enter Purchase Orders. 

2. After you enter the purchase order, and then 

  • click Print (CTRL+P), or 

  • select File > Print.

 

 

3. Use the Report Form menu to select the purchase order form for printing the purchase order, and then click OK. 

The Report Form menu shows every form that has been set up for printing purchase orders. If the form is missing, check if the form was saved in the Purchase and Requisition Forms or if the form was created as a requisition form instead of a purchase order form. 

Report Form menu

 

If you're printing several purchase orders using a different purchase order form, you can set up another report definition for printing purchase orders that will use a different purchase order form. Then, you can change the default preferences for entering purchase orders to use the new report definition. 

Setting up a new report definition

1. Open Connect Accounts Payable > Reports > Purchase Orders. 

2. Click the Forms tab. 

3. Use the Form menu to select a different purchase order form. 

Form menu

4. Click Save  (CTRL+S). 

 

Changing my default preferences 

1. Open Connect Accounts Payable > Purchase and Requisitions > Enter Purchase Orders. 

2. Click Options (F12). 

3. Use the Purchase Order Report Definition menu to select a different report definition for printing purchase orders. 

Purchase orders report definition menu

4. Click OK. 

When you're done, you can switch the default preferences for the Enter Purchase Orders view back to the other report definition that uses the original purchase order form. 

 

 

 

 

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