Purchase Order Types

Purchase Order Types allow you to categorize your Purchase Orders in a way that is meaningful to your Company.

Purchase Order Types are selected when you set up a Purchase Order. The Purchase Order Type appears on the Purchase Order Lookup screen, where you can use the DataView functions to sort and select groups to view or work with.

Purchase Order Types also allow you to set up standardized System Report Templates for printing Purchase Orders of different types used by your Company.

For example:

1.	Create a special Purchase Order System Report Template called PO- Ship by Freight

2.	Attach this Template to a Purchase Order Type called Ship by Freight (like the image below)

3.	Enter a Purchase Order to a Vendor who will ship by Freight and select this Purchase Order Type in the Purchase Order Header

4.	When you come to Print the Purchase Order, the Print Confirmation screen will display the PO- Ship by Freight Template as the default choice for printing

Setting up a Purchase Order Type:

•	On the Work Menu at the top of the screen, click the Inventory down-arrow, and select Purchase Order Types.

•	The smaller-size Lookup screen will appear. (To add or change a record, see Small Lookup, Add or Edit.)

•	Next, the Purchase Order Type Details screen will appear. This screen has a second Tab for Notes.

Screen fields:

Purchase Order Type:

Required. The descriptive name for this Purchase Order Type, according to the groupings suitable for your Company.

Report Template:

Required. Selection from the lookup-box.

Note: To add or change an entry, click on the Ellipsis button (…) and you will get the Modify/View System Report screen where you can work with the Purchase Order Layout in the Report Builder. (See Company Preferences, Reports Tab to change default selection in this field.)

Is Active:

Use the checkbox to indicate currently used by your Company. If you later remove the check-mark making this field Inactive, this entry will still show on older records where it has already been used, but will not be available for use in the future.

The default for the Lookup screen is to show Only Active records. You can remove the check-mark from the select-box on that screen and view all.

When complete:

Click OK to save your entries and exit the screen.

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