Maintain
Memorized Purchase Orders
How Do I...
You can enter and save purchase orders for
later use. For example, if you frequently request quotes for the same goods or group of goods (office supplies, inventory, and so on), you can create a memorized purchase order and you won't have to re-enter all of the line items each time you want a quote for these items.
Learn More
Entering
and using memorized purchase orders
To create a memorized purchase order,
- Select Maintain, Memorized Transactions, Purchase Orders.
- Enter a transaction
ID and description that describes the transaction.
- Enter the order
information.
- When finished, select Save
to record the memorized transaction for later use.
Note: Memorized transactions
are not posted to journals or the general ledger.
Not all purchase order fields are maintained in memorized transactions. Once the memorized order is selected for use in the Purchase Orders window, you must enter unique fields such as the purchase order number and date.
Enter
and use memorized purchase orders
Memorizing
existing purchase orders
Using
memorized purchase orders while working in the Purchase Orders window
Once you set up memorized invoices, you can select and
use them. On the Purchase Orders window, click the drop-down arrow to
the right of the List button. Then, click Select.