Purchase Orders require a default Location and Report Layout in order to function correctly. This is necessary when the option of creating Purchase Orders automatically when copying an estimate to a job is being used. Having a “Default” report layout does not limit the user to one layout only. The user is given the option to select a different layout when processing a manual order.
1. Open the Purchase Order module
2. Select Maintenance – Defaults
3. Select a Default Location using the drop down menu selection
4. The user is given the option of selecting a Location (if required) when copying an estimate to a job with the create Purchase Orders box checked.
5. Select a Report Layout for Purchase Orders using the drop down menu selection
6. The user has the option to select a different Report Layout when accessing the properties of an unprinted order.
7. Select a Report Layout for Purchase Order Revisions using the drop down menu selection
8. Click on OK