6.2.2 Create Purchase Order using Template

This topic provides systematic instructions to a corporate user to create one or more purchase orders using a template.

You can save the data entered during purchase order creation, as a template. This option is available upon successful creation of a purchase order. You can use this template in the future to create purchase orders for the same party. This saves the efforts of re-entering the data.

User must have valid corporate login credentials.

To view and use templates for creation of purchase orders:

1. From the Dashboard, click the Toggle Menu, then click Receivables/Payables, then Purchase Order Management, and then Create Purchase Orders.
   The Create Purchase Order screen appears.
2. In the Create Purchase Order screen, click the Template tab.
   A list of existing templates appears.

   Figure 6-9 Create Purchase Order - Template

   
   

   
   Description of "Figure 6-9 Create Purchase Order - Template"

   
   

   Table 6-5 Create Purchase Order - Template - Field Description

   Field Name	Description
   Search	Indicates an option to search for specific purchase orders.
   Template Name	Displays the name of the purchase order template.
   No. of Purchase Orders Saved	Displays the number of purchase orders saved under the template.
   Created By	Displays the name of corporate user who created the template.
   Last Updated	Displays the last updated date of the purchase order template.
   Actions	Click the icon to delete the purchase order template.

3. Navigate through the pages to the required template, or use the Search field to find a specific template.
4. Click the desired Template Name link.
   The template details appear.
5. Optionally: Click against the template to delete the existing purchase order template. A popup message appears to confirm the deletion. Do one of the following:
   • Click Yes to delete the template.
   • Click No to cancel the deletion.
6. Click and select the Edit option.
   The template details are populated in the New Purchase Order screen.
7. Add or modify the data as required.
8. Click Save to save the purchase order.
9. Click the Duplicate Purchase Order link to add another purchase order with same details entered in the current one. Or, click the Add Purchase Order link to club another purchase order in the transaction.
10. Click Submit to submit the transaction. The Review screen appears. Or, do one of the following:
    • Click Cancel to cancel the transaction.
    • Click Back to navigate back to the previous screen.
11. In the Review screen, verify the details and click Confirm. A confirmation message of request initiation for purchase order creation appears along with the reference number and status. Or, do one of the following:
    • Click Cancel to cancel the transaction.
    • Click Back to navigate back to the previous screen.