Creating purchase orders from a template

A buyer can create new purchase orders from a template.
  1. Select Manage Purchase Orders.
  2. Click Create from Template.
  3. Specify this information:
    Company
    Select a company number.
    Procurement Template
    Select a procurement template from which to create the purchase order.
    Vendor
    Select the supplier from which to buy the items.
    Purchase From
    Select a vendor location from which to purchase items, if applicable.
    Buyer
    Select a buyer.
    Ship To
    Select a location to ship the item.
    Purchase Order Date
    Select a purchase order date. Current date is the default.
    Delivery Date
    Select a delivery date.
    Copy All Lines
    Select this check box to copy all of the lines on the template to your purchase order.
  4. Click Next.
  5. On the Procurement Template Line tab, click Select Procurement Lines and select lines to add to the purchase order.
  6. Release the purchase order.
    Click View Purchase Order to view the purchase order.