Header
The Header Form is different depending on the Template being used.
Position your cursor on the row you wish to contain the Purchase Order Header data. Then double-click in one of the cells that contains the values, or alternatively click on the ‘Forms’ icon and select the ‘Header Form’ button on the Purchase Order Wizard ribbon shown below.
When using any of Purchase Order Wizard functions, the worksheet Template and Wizard Mode must be the same otherwise an error message will be provided. Either correct the Wizard Mode to be the same as the Template or create a new sheet with the correct Template.
On all of the forms any field that is shaded yellow is mandatory and is required to be entered.
Blanket Purchase Agreement Header Form
The Blanket Purchase Agreements Header form appears as follows:
Main Tab
Terms and Conditions Tab
Currency Tab
Descriptive Flexfield Tab
Standard Purchase Orders & AutoCreate Header Form
The Standard Purchase Order Header Form and AutoCreate Header Form appear as follows:
Main Tab
Terms and Conditions Tab
Currency Tab
Descriptive Flexfield Tab
Quotation Header Form
The Quotation Header Form appears as follows:
Main Tab
Terms and Conditions Tab
Currency Tab
Descriptive Flexfield Tab
Change API Header Form
The ‘Change API Header’ form appears as follows:
PO Close and Blanket Release Close Header Form
Example of PO Close Header Form appears as follows:
Complex PO Header Form
The Complex PO Header Form appears as follows:
Main Tab
Terms and Conditions Tab
Currency Tab
Notes Tab
Descriptive Flexfield Tab
Cancel PO Header Form
The Cancel PO Header Form appears as follows:
Refer to section: