Assigning Purchase Order Presets to the Purchase Type

  1. From the Action menu within Purchase Types, select Purchase Order Assign Preset.
  2. Specify this information:
    Purchase Transaction Type and Short Heading
    These fields are automatically populated from the current purchase type.
    Preset Code
    The preset to be applied.
    Preset Line Number
    The number of the preset line to be applied.
    Item Code
    The item to which the preset is to be applied.

    The following fields are automatically populated once the Preset Code has been entered:

    Preset Short Heading
    The short heading, which is used where space is limited. If this is blank it defaults to the first characters of the description.
    Preset Type
    The preset type.
  3. Save your changes.