PO Generate From Recurring window

PurchaseOrderCS > Purchase Order > Purchasing Tasks menu > PO Generate From Recurring window

Use this window to generate recurring purchase orders and add them to the current open item file. Once you generate the purchase orders, you can view, edit, or print them. If you attempt to generate a purchase order with over 1000 lines, a second purchase order is automatically created.

PO Date

This field defaults to the local transaction date. You can change this date by typing or using the drop-down calendar to enter the date you want to appear on the recurring purchase orders when generated.

Expected Date

This field defaults to the local transaction date. You can change this date by typing or using the drop-down calendar to enter the expected date you want to appear on the recurring purchase orders when generated.

Start and End: Buyer, Vendor Number, Recurring PO Number, and Frequency

The Start and End boxes allow you to define the range of items to generate. You can include a single order by entering the same value in both boxes. The default for the Start boxes is Start, and the default for the End boxes is End. These default settings include all orders that meet the remaining criteria set in the window. Type the criteria or use the Lookup to select criteria in these fields. For certain range fields, if you modify the default settings, a description appears to the right of or below the field.

If you checked the Generate Only My Recurring Purchase Orders option in the PO Buyer Codes window, then the Buyer range autofills with the Buyer Code for the buyer logged into Purchase Order and the fields are read-only.

In the Vendor Number fields, if you use the Lookup, only vendors associated with recurring purchase orders appear for selection.

Detail Grid

The information included in this grid depends on the criteria set in the upper portion of the window. If you modify the criteria, select the Refresh Grid button to update the detail grid with the purchase orders that meet the selected criteria.

PO Number

If the Online purchase order numbering or the Pre-issue purchase order check box is checked in Module Preferences, then the PO Number field is disabled and reads Generate On Save. Otherwise, the field autofills with either the next available purchase order number based on the Module Preferences settings or with the next available pre-issued number for the selected buyer. You can edit this information if necessary. If you modify this number, be sure to enter a unique number; duplicate purchase order numbers are disallowed.

Buyer

This field reflects the buyer for the recurring purchase order and is read-only.

Vendor Number

This field reflects the vendor number for the recurring purchase order and is read-only.

Amount

This field reflects the amount of the recurring purchase order and is read-only.

Generate

Select this check box if you want the system to generate the purchase order when you click the Generate button.

Refresh Grid

Select this button to refresh the purchase order information in the grid. If you modify a setting in the upper portion of the window, you must select this button before the changes are reflected.

Generate

Select this button to generate the recurring purchase order(s) that is selected in the grid. The purchase order(s) will generate exactly as they were originally saved with one exception: any User-Defined Field (UDF) information in the original purchase order will generate if the UDF is set up in Module Preferences.