Apply Account Codes to Purchase Order Items

If all items on a PO will be allocated to the same, single account code, there are two ways to enter it quickly.

• You can enter the account code for the first item, and when you add subsequent items, the account code will default to what you entered on the first item.

• You can use the Apply Account Codes to Purchase Order Items command to enter the account code after you've entered all the items. This feature is especially useful if some of your users create requisitions or POs without designating an account code.

Apply account codes to multiple items

1. Select Purchase Order from the Purchasing menu. The Purchase Order window opens.

2. If needed, select the vendor to shorten the list and make it easier to locate the PO. You can enter the vendor name in the Quick Search field or use the pinned Ordering Vendor filter.

3. Select a PO in the New state, and click the Edit button at the bottom of the window, or click the PO Number link. The Purchase Order Details popup opens.

4. Check the boxes for the items you want to allocate, and select Apply Account Codes to Purchase Order Items from the More menu. The Apply Account Codes to Purchase Order Items window opens.

5. Select the account code, using the Account Code Assistant if needed.

6. Click Save. The account code is applied to the selected items, and the Result window opens.

7. Click Close when you're done reviewing the results.

Return to Add Items to a PO

Return to Purchase Order Overview