You can use order templates to locate and select items that you frequently order.
You must verify that you have set the appropriate processing option in the Purchase Orders program (P4310) that displays the Order Template automatically. Also, verify that the Order Template has been set up.
- Select a catalog on the Supplier Catalog Search & Select form, and click the Select button.
- View each items on detail lines of the purchase order. Click on OK for the system to automatically generate a separate purchase order for each supplier from whom you are ordering items. If you do not want the system to automatically generate separate purchase orders, you must first cancel the orders before exiting the Purchase Order Workbench.
- On the Purchase Order Workbench form, select Order Templates from the Form menu.
- Select a template on the Work With Available Order Templates form, and then click the Select button.
- On the Order Items Template, you can order all of the items on the template in their usual quantities by selecting Preload With Usual from the Form menu.
- Click OK to generate the Purchase Order.
Each order template contains a specific group of items. When you enter a purchase order, you can choose to review a certain template. From the template, you select the items you want to order, and the system copies these items to the purchase order. If you access order templates before entering a supplier on the purchase order, you can review a list of generic templates. You can avoid manually entering purchase orders by having the system create new purchase orders based on existing detail line information. If the detail lines that you are working with are applicable to several different suppliers, the system creates a separate purchase order for each supplier. If there are multiple detail lines for a supplier, it is because each line pertains to a different branch/plant. The system uses the Next Numbers Revisions (P0002) program to assign a separate purchase order number to each supplier. You can also assign the order numbers manually . You can use Processing Options to specify default values for the orders that the system creates. These values include the Order Type and the Beginning Status code. You can also indicate special processing for the new orders, such as approval routes and budget checking.
The order templates can be specific to a supplier or they can be generic, in which case you do not usually purchase the items on the template from any specific supplier.
- Setting up purchase orders in Chapter 4,Understanding and Setting up Procurement