knowledge base

The Purchase Order Toolbar is visible in all the Purchase Order windows and contains the following menu items:

Creates a new order. If you have another order open, the system will prompt you for saving changes to that Order. More about creating a Purchase Order.

Saves the changes to the Order. The system will save the Order with an automatically generated Order # if the Order # is blank.

More info.

Previews the document to be printed.

More.

The Preview menu has the following items:

Print – Click Print to print the documents.

More about printing documents.

Export – Click Export to export the documents to PDF, Microsoft Word, Microsoft Excel or Rich Text Format

More about exporting documents.

The copy menu has the following items:

Copy PO - Creates a copy of the old PO with all the appropriate fields and lines copied. Order number and dates are not copied. Attachments are not duplicated.

Create SO (Sales Order) – Copies the lines of the PO to the SO. A sticky is added to the SO saying "Created from PO, PO-######". Other stickies copied. UoM and custom Descriptions are copied from the PO lines.

Click to look at older versions of this Purchase Order. Old versions are saved correctly and are read-only.

Click to add attachment files to this Purchase Order. This opens a pop-up dialogue box to add new attachments and save them. Attachments can be saved, deleted or opened properly. The number of attachments is shown next to the button. When there are many attachments, scroll to the one you need.

Sticky – Click to add sticky notes to this Purchase Order. Sticky notes are not included in printed documents. Stickies can be moved, resized, changed color or closed. Opening a document again shows the stickies.

More about Sticky Notes.