PO Print Formats

PO Print Formats are saved layouts for printing purchase orders. They typically involve both static text and print tokens that relate to specific fields associated with the system. Once a PO Print format is created, you can associate it with a property as the default PO format on the PO Details page in the Other Options pane.

To open the PO Print Formats page:

  1. Open the Administration Menu page.

  2. Under the PURCHASING ADMIN heading, click PO Print Formats.

ClosedCreate a PO Print Format

To create a new PO print format:

  1. Click the Create New Format link.

  2. In the Format Name field, enter the name for the print format.

    PO print format names must be unique.

  3. In the Tab Order field, enter a numeric value.

    The Tab Order indicates the position, in menus, where this value will be listed. Lower numbered values are displayed toward the top of the list. Values will the same tab order will be sorted alphabetically.

  4. In the large Format Text field, enter the content of the print format.

    The content can include static text, print tokens, and images, and can be formatted using the formatting tools at the top of the field. You can create the PO print format from scratch or copy and paste it in from another electronic document.

  5. Click OK to save the print format.

  6. To propagate the print format to multiple properties, select a value in the Add this format to the following Region field to add the print format to all properties in the selected region and then click Assign.

ClosedEdit a PO Print Format

To edit an existing PO print format:

  1. In the Format Name field, select the print format you want to edit.

    The content of the selected format appears. Text values that are displayed between asterisks (for example **PONUMBER**) are print tokens.

  2. Click the Edit this Format link.

  3. Modify any of the following values:

    • Format Name – the name of the format
    • Tab Order – the position in drop-down menus where lower numbered values are listed first
    • Format Text – the content of the print format.
  4. Click UPDATE.
  5. To propagate the modified print format to multiple properties, select a value in the Add this format to the following Region field to add the print format to all properties in the selected region and then click Assign.

ClosedPrint a PO Print Format

You can print a PO print format to ensure that it lays out on the page as expected.

Note:

When printing the PO print format, only the template will print. The system cannot populate print tokens with PO information without an association to a specific PO number.

To print a PO print format:

  1. In the Format Name field, select the print format you want to print.

  2. Click the Print Format link.

    The content of the selected format is appears, as well as a Print dialog box.

  3. Select the desired printer.
  4. Click OK.

ClosedDelete a PO Print Format

PO print formats that have not been used can be deleted from the system.

PO print formats that have been used cannot be deleted, but they can be inactivated to prevent users from accessing them.

To delete a PO print format:

  1. In the Format Name field, select the print format you want to delete.
  2. Click the Edit this Format link.

  3. Click the Delete Format link.

    A dialog box opens asking you to confirm your choice.

  4. Click OK.

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