Issue Purchase Orders

Purchase orders approved to a level 9 approval level and at an Open status are available for issuing. To issue a purchase order:

  1. Click the Purchase Orders link from the Main Menu. The Purchase Orders screen opens.
  2. Select the purchase order(s) to issue. Use Ctrl+Click or Shift+Click to select multiple purchase orders.
  3. Right-click and select Tools -> Issue. The Issue Purchase Order screen opens.
  4. .Select the send method from the Send drop-down:
    • Issue Purchase Order - Sets the purchase order to an Issued status and does not create a report or open the Email screen.
    • Issue Purchase Order and Email Report - Sets the purchase order to an Issued status and opens the Email screen with the Purchase Order report attached and the email address for the supplier defaulted into the To field.
    • Issue Purchase Order and Email Report to Myself - Sets the purchase order to an Issued status and sends an email to the email address of the logged in user with the Purchase Order report attached.
    • Issue Purchase Order and Print Report - Sets the purchase order to an Issued status and creates a Purchase Order report to print.
  5. Click OK.

Issue Purchase Order Security

Issuing and printing purchase orders is controlled by the Issue and Print Purchase Order access privilege. Roles and/or users assigned to the privilege can issue and print purchase orders. If no roles/users are assigned to the privilege, it is considered inactive and all users can issue and print purchase orders. 

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Comments

8 comments

Date Votes
  • Shalen Sookdeo

    How do i get a report of all issued PO emails that are sent to the supplier in V19?

    0 upvotes

  • Maggie U.

    You can use the Documents tab on the Edit Supplier Account window to view the emails sent to a supplier. By using the Document Type filter, you can filter the tab down to just emails.

    0 upvotes

  • Sonja Rickenbacher

    Hi there. Is it possible to set the default on the 'issue purchase order' screen drop-down list to 'issue purchase order'? It seems to be set to 'issue purchase order and email report' which most of our users don't want to do.

    0 upvotes

  • Patrick Tenny

    The system is designed to save the previous selection as the default for the next Issue. If it does not, please enter a ticket with support

    0 upvotes

  • Gavin Gilmartin

    Can the Supplier Contact be automatically populated based on the Supplier? I've assigned the contact against the supplier as a primary contact but it currently isn't populating.

    0 upvotes

  • Irene Tjandrasa

    Hi Gavin,

    To clarify, you don't see the supplier contact on the dropdown to select on PO window? 

    thanks

    Irene

     

    0 upvotes

  • Gavin Gilmartin

    Hi Irene, 

    I see the Supplier Contact. I'm wondering if we can specify a contact that displays as default? So in your example, I want to assign Scott Milward as the primary supplier contact so that he automatically displays. This would mean our team don't have to choose every time before issuing the PO.

    0 upvotes

  • Irene Tjandrasa

    Hi Gavin,

    Currently there is no way to set up your contact to automatically display on your PO. You may submit this as an enhancement case if you like. 

    Thanks

    Irene

    0 upvotes

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