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The PO Default tab is used to aid in the entry of common and often duplicated information on purchase orders. These fields will display on the purchase orders prefilled to avoid repetition. It also describes some of the functional operations required in the purchase order process.
The PO Default tab has the following options:
•Edit
Use the following steps to edit the default purchase order options:
1. Click on the System tab, click Settings, and select Purchasing.
2. Click on the PO Default tab.
3. Click on the Edit button to make fields available.
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4. If applicable, enter or update the End Use field.
5. If applicable, enter or update the Shipping Instructions.
6. If applicable, enter or update the F.O.B. (Freight/Free On Board) field.
7. If applicable, select or deselect the Each Approval Level Must be Met selection box.
8. If applicable, update the Discount Rate (%).
If this field is left at 0.00, there will be no discount rate. To activate, enter a discount rate percentage.
9. If applicable, update the Payment Terms (days).
10. If applicable, enter or update the Estimate Description.
11. If applicable, enter or update the Confirmation Description.
12. Enter a note in the New Note field.
Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.
13. Click on the Save button to confirm the changes or click on the Undo button to remove all input information and reset the fields to their default values.