Manage PO Copies

Use the Manage PO Copies feature to determine the number of PO copies to print and the order in which they print. You'll use this information in Purchasing Configuration when you set up what prints on the POs.

This topic describes how to add, edit, and delete PO copy records.

Add a PO copy

  1. Select Manage PO Copies from the Purchasing menu. The Manage PO Copies window opens.

  2. Click Add, and the Details window opens.

  3. Enter the title or description for this copy in the Copy Text field.

  4. Check the box if you want to Print Signatures on this Copy.

  5. Click Save, then click the Return to Manage PO Copies link.

  6. Repeat steps 2 - 5 to create as many copy titles as needed.

Note: The Copy Number is read-only and designates the order in which the copies will be printed. Use the Shift Copy Order Up and Shift Copy Order Down buttons to change the order of the list as needed.

Edit a PO copy

  1. Select Manage PO Copies from the Purchasing menu. The Manage PO Copies window opens.

  2. Check the box for the copy you want to edit, and click Edit. The Details window opens.

  3. Edit the text & checkbox as needed.

  4. Click Save, then click the Return to Manage PO Copies link.

Delete a PO copy

  1. Select Manage PO Copies from the Purchasing menu. The Manage PO Copies window opens.

  2. Check the box for the copy you want to delete, and click Delete. You're asked to confirm the action.

  3. Click Yes.

Return to Purchasing Overview

Return to Purchasing Configuration Overview