P/O Templates Screen

Open Purchase Orders > P/O Setup > Templates.

To begin adding a new template, type a code for it, using up to six characters, or choose New by clicking the New New button button next to the Template code field. You can also type a description to identify the template (in the field next to the Template field).

To edit an existing template, type its code or select it from the Finder.

If you use Inventory Control, type the code for the billing location you want to assign to the template or select it from the Finder. You can also leave this field blank.

If you do not use Inventory Control, this field does not appear.

Type a default comment to use with the template, or leave the field blank. The comment can include up to 250 characters.

Note: You can insert line breaks by pressing Ctrl + Enter.

Type a description using up to 30 characters. This description will appear on purchase orders, receipts, invoices, etc.

If you want to describe the item more completely, use the comments fields.

Type a default free-on-board point (the point at which the vendor begins charging freight on orders) for the template.

You can also leave this field blank. You can change the FOB point when you use the template with a transaction.

Select this option to have transactions entered with the template use "on hold" as the default.

Select the purchase order type for the template. You can select Active, Blanket, Future, or Standing. If you do not select a PO type, the template is assumed to be Active.

Type a default reference for the template. You can change the reference when you use the template with a transaction, and you can also leave this field blank.

If you use Inventory Control, type the code for the default location where you will receive items ordered when the template is used, or select it from the Finder. You can also leave this field blank.

If you do not use Inventory Control, this field does not appear.

Type the code for the default shipping method to assign to the template, or select the code from the Finder. You can also leave this field blank.

Type the code for the default tax group that identifies the taxing authorities for the template, or select it from the Finder.

Note: You cannot add or save a template without a tax group.

Type the default payment terms code you want to use for the template. You can also select the code from the Finder, or leave the field blank. You can choose another terms code when you use the template with a transaction.

If you want to assign a terms code to a template, you must use one of the codes you have defined in Accounts Payable.

Overview

Use the Templates screen to create, edit, or delete sets of default header and vendor information to use in transactions.

You use the templates to automatically fill in fields in the transaction-entry screens with the information and selections you use most often, so you do not have to enter the information every time you add a transaction.

Order Tab

Use the Order tab to:

  • Enter default information for the Order tab and for use on the first tab of transaction-entry screens.
  • Modify default template information.

Vendor Information Tab

Use the Vendor Information tab to:

  • Enter default information for the Vendor tab in transaction entry screens.
  • Modify default vendor information.