Admin Setup - Purchase Order (PO) Formats

Overview

This screen can be used to create and maintain the set of Purchase Order (PO) formats that will be available for use in your system. You can also copy an existing format and make any necessary changes for the new format.

Purchasers will be able to select from the list of available formats when creating or editing a PO.

Making changes to an existing layout will not impact any existing POs.  Only those draft POs generated after the layout has been changed will reflect the modified layout configuration.  

Roles

This screen is available to users having the Administrator, P&R Administrator, or AP Administrator role.

License

This screen is available with the  Project Financials family of Unanet licenses.

Topics covered on this help page include:

• Purchase Order Format List screen

• Purchase Order Format Add screen

You may also be interested in:

• Admin >> Setup >> Images    (for more information about loading invoice logo images in Unanet)

• Purchase Order (PO) Formats

Purchase Order Formats List screen:

This screen presents a listing of the PO formats that have been defined in your system.

Field Descriptions (click on a link below for additional information):

Purchase Order Format Add screen:

Clicking on the add PO format icon () or edit pencil for an existing format allows you  to manipulate a format.  

Using the controls on this page allows you to provide the basic information such as Name and Description, and also allows you to define over-arching behavior for the entire format.

Note: If you select any of the Detail level Project or Task display controls, the report will be in landscape format.

Field Descriptions (click on a link below for additional information):