What This Process Does

  • The fields on this screen will default for a purchase order that is created and saved.
  • The information in the fields will be saved in the Purchase Order Masters.


Change Current PO Year/Month

  1. Procurement → Purchase Orders → Top of Taskbar → Change Current PO Year/Month
  2. Edit each field to default on the Add Purchase Orders and Add EZ Purchase Orders processes.
  3. Once the fields are populated, click Save.


FIELDSOpt.Rec.Req.Description
PO Fiscal Year——♦The default fiscal year for purchase orders created
PO Fiscal Month——♦The default fiscal month for purchase orders created
Opt. = Optional  Rec. = Recommended  Req. = Required