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Control Tower v22.0.0 - Operations Guide

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PO Template

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The admin user creates this template.  These are not editable by general users.

Menu Navigation: Purchase Order > PO Template

 

Search

To search for a specific P.O. template:

1.Click Search to expand the search panel.

2.Enter the search parameters.

3.Click [RESET] to clear the data entered.

4.After entering the details, click [SEARCH] on the expanded screen.

5.List of required items appears on the next screen.

 

 

Modify / Remove

On clicking [Open P.O. Screen], a pop-up appears displaying the template of PO.  In the template, the user can add, re-arrange, modify, or remove the fields.  

 

 

New Template

1.To create a new PO template, go to Purchase Order > PO Template > Create Template.

2.Enter the template criteria and click [SAVE TEMPLATE CRITERIA].

 

 

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