Create a PO Template |
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On the ribbon, go to Tools > Status and add a new status called Template on the Purchase tab.
Create a purchase (or expense) order and enter all required fields, then select the Status of Template.
You can them create a purchase/expense list with Template entered in the Status field, then name and pin the list.
Open the Template order and select Create Similar. Make appropriate changes/additions.
Further information Purchase/Expense Order Footer Tabs Purchase Order Approval Process Opening Balance Purchase Order Add an Amount to a PO when Finished at $0 Add Comments to a Purchase/Expense Order Add Freight to a Purchase Order Fix Incorrect Pricing after PO Finished Handle Employee Reimbursements Handle a Credit for Freight Charged Link a Job to a Purchase Order Link Expenses to a Purchase Order Print a Purchase/Expense Order Progress Payments on Purchase Orders Record One Invoice Number on Multiple POs Record Overseas Purchases, GST, Import Costs |