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How do I copy notes to a PO?

Use Copy Notes to Purchase Order to transfer the notes from the requisition to the notes section of the purchase order when the requisition is converted to a purchase order.

How do I change my preferences to always copy notes to a purchase order? Open Options (F12) in the Enter Requisitions view and then select the Copy Notes to Purchase Order checkbox. More

Copying notes to a PO

1. Open Connect Accounts Payable > Purchases and Requisitions > Enter Requisitions.

2. When you set up the requisition, click to select the checkbox titled Copy Notes to Purchase Order.

When you create a purchase order from a requisition, Connect will copy the notes from the requisition to the notes section on the new purchase order.

Copying notes to a PO

1. Open Connect Accounts Payable > Purchases and Requisitions > Enter Requisitions.

2. When you set up the requisition, click to select the checkbox titled Copy Notes to Purchase Order.

Copy notes to purchase order

When you create a purchase order from a requisition, Connect will copy the notes from the requisition to the notes section on the new purchase order.


 

 

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