Purchase Order Tip
24 Mar 2010 Comments Off
If you want to email your purchase order to your vendor; you can create it and save it and send it.
1. When your purchase order is approved; print it in the web. The print queue brings it up as a pdf file in a browser.
You can click on the little save icon (or File/Save as) and save it to your desktop. (your real desktop, not Citrix)
That is the document you will send to your vendor. (as an attachment) It will then be an Adobe pdf file.
When you are done, you can then send it to the recycle bin or trash it.
2. If you want to note that you emailed it, you can go to View Purchasing Activity (in Web) select your po number.
If you have a lot of po’s you can sort by the vendor name by clicking Vendor Name at the top of the column. If you know your po number this would be unnecessary.
Find your po that way.
3. On the right hand side is a button that says Note. Click on that and add your note. Please make sure you add to the po and not the vendor.
