PO Set Up Recurring Purchase Orders window

PurchaseOrderCS > Purchase Order > Options menu > PO Set Up Recurring Purchase Orders window

PO Set Up Recurring Purchase Orders window: Vendor Information

PO Set Up Recurring Purchase Orders window: Header Information

PO Set Up Recurring Purchase Orders window: Detail Information

PO Set Up Recurring Purchase Orders window: Purchase Order Totals

PO Set Up Recurring Purchase Orders window: Common Buttons

Use this window to set up purchase orders that recur. Setting up recurring purchase orders can streamline your ordering process. Once you set up the recurring orders and you are ready to reorder, you can generate all or some of the orders at one time. See Generating Recurring Purchase Orders. You can also set up recurring orders at the same time you enter one through the PO Enter Purchase Orders window.

Recurring PO#

This number auto-generates and does not reflect the actual purchase order number. This field displays the number of the recurring order, beginning with 0000001. This number automatically increments each time you create a new recurring order.

You can edit this number with any combination of up to 20 alphanumeric characters. If you edit this number and save the recurring order, the Recurring PO# field will increment to the next number in your scheme. For example, if you enter UTILITIES001 as your recurring number and save the order, the next number in the sequence is UTILITIES002. Keep in mind that for your orders to increment, you must end your numbering scheme with a numeric value.

Back Navigation

This button is only available if an open purchase order is in the batch. Use this button to search through the open purchase orders beginning with the latest one in the batch.

Lookup PO

This button is only available if an open purchase order is in the batch. Use this button to access the Lookup from which you can select a purchase order with which to work.

Forward Navigation

This button is only available if an open purchase order is in the batch. Use this button to search through the open purchase orders beginning with the first one in the batch.

New PO

This button is only available when at least one field in the window is populated. Use this button to clear the fields in the current purchase order. When you click this button, a message appears that asks if you want to save the current purchase order. If you choose not to save, the fields clear and are ready for you to enter data. If you elect to save, the purchase order is retained, the fields are cleared, and you can enter the next purchase order.

Delete PO

This button is only available when you open a saved purchase order in the window. If you select this button, the open purchase order is deleted from the system.

Recurring

By default, this check box is selected and disabled.

Frequency

Type the Frequency Code or use the Lookup to select a Code for this recurring purchase order. You can also set up Frequency Codes on the fly as needed.

Log Off Buyer

This button is only enabled if the Allow Log On/Off Between POs check box is checked in the PO Module Preferences window. Select this button to log off/on to the system.

Print Report

Select this button to print the PO Recurring Purchase Order Report for all recurring purchase orders.

Save PO

Select this button to save the recurring purchase order.