Submitting Purchase Orders

The completed PO can be sent to the appropriate vendor by one of the following means.

 

 

The order of the items on the purchase order can be formatted to be e-mailed to the vendor by As Entered, Item ID, Vendor Part #, Location, or Class.  The pricing information can be hid and the format can be changed to a report format instead of a purchase order.

 

Select Fax or Print to send the e-mail in the format selected as an attachment to the e-mail.  Enter any e-mail message that would be appropriate.

 

 

The E-Dn button is used to transfer the current purchase order to an E-Dn Trading Partner via an internet connection.  The E-Dn parameters are set in PO | Vendors | Setup | Part Smart/E-DN Setup.

 

The order of the items on the purchase order can be formatted to the vendor by As Entered, Item ID, Vendor Part #, Location, or Class.  The pricing information can be hid and the format can be changed to a report format instead of a purchase order.  Clicking the Fax button will send the PO via the fax defaulted in System | Workstation | System | System Faxing.

 

The order of the items on the purchase order can be formatted by As Entered, Item ID, Vendor Part #, Location, or Class.  The pricing information can be hid and the format can be changed to a report format instead of a purchase order.  Clicking the Print Button will then print the PO as formatted ready to be mailed.

 

TransActPOS has the ability to export purchase order information to an external file for use by other order systems.  Selecting the Export button prompts the user for a specific file name and type to create.  The format of the export file is controlled within PO | Vendors | Setup | Purchase Order Export Setup.  If the vendor’s export criteria has been established, selecting the Export button will prompt the user for the file name and location to place the export file.  By default, the system will place the export file in the local TransActPOS directory and assign a file name.