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Create POs Tab
Make the following menu selections to display this tab:
eFinancials—Accounts
Payable—Recurring
Items—Create
POs or—Recurring
Items—Create
POs
Use this tab to create recurring purchase orders. You
must have already set up recurring purchase order using the Recurring
Purchase Orders Tab. After you create recurring purchase orders, the
purchase orders appear on the Purchase
Orders Tab.
Fields
The following fields appear on the tab:
When adding data, click this link to display the
and select a date and companydate, property,
and entity.
Current PropertyCompany
The propertycompany
you currently have selected. Select another propertycompany
from the drop-down list and the grid displays the recurring purchase orders
for that propertycompany.
Select
Select the check box for each recurring purchase
orders you want to create. You can select one or more purchase orders.
To select all purchase orders, select the check box in the column heading.
PO #
The recurring purchase order number that appears
on lists and in reports. Recurring purchase orders are numbered sequentially
based on the entry you made in Next Rec. PO field
on the General Tab when
setting up PropertiesCompanies.
Next Date
The next date on which the recurring purchase
order should be produced. When you create purchase orders, the month in
the date increments based on the original start date. The date appears
on lists and in reports.
No of Iterations
This is the number of POs that will be generated
when this item is selected for processing
Description
The description of the recurring purchase order.
PO Amount
The total amount of the recurring purchase order.
Accumulated
This amount is the total amount for the recurring
purchase order that has been processed through the current date. This
amount is incremented by the Create PO process.
Cancel
Click to exit without saving changes.
Create PO's
Click to create purchase orders.
To Create Recurring POs
- Click Current
Settings to display the
and select a date and companydate, property,
and entity
for the purchase orders. Selections you make in the Quick Popup are used
as default entries for adding.
- From
the Current PropertyCompany the drop-down list, select a propertycompany.
The recurring purchase orders associated with that propertycompany
display in the grid.
- In the Select column,
select the check box for each recurring purchase order you want to create.
You can select one or more purchase orders.
Note
Select the check box in the column heading to select
all purchase orders.
- Click Create PO's. A success message displays.
- Click OK.
See Also
Accounts
Payable Introduction
ePO Introduction