View a PDF file of a purchase order form

  1. Open the Enter Purchase Order screen.

    Note the active company. If you want to change it, click in the header and select the appropriate company.

  2. In the Profit Center Type field, do one of the following:

    • Click to select the profit center type for the purchase order.

    • Leave the field blank if there is no profit center associated with the purchase order.

  3. In the Profit Center field, do one of the following:

    • Enter the code of the profit center for the purchase order.

    • Click to select the profit center for the purchase order from a Lookup List.

  4. In the Purchase Order field, do one of the following:

    • Enter the code of the purchase order for which you want to view a PDF and press Tab.

    • Click to select the purchase order for which you want to view a PDF from a Lookup List.

  5. In the On Save of Document area, if you haven't created the PDF file or if you want to recreate it, select the Create PDF checkbox.
  6. Select the View checkbox.
  7. Click Save PO.
    Note: If the save takes more than a few moments, the application may perform it as a background task. In this case, the background task icon appears at the upper right of the screen (next to the Help menu). Click the icon to view the current background tasks. You can continue working during this time, but you can’t log out until all background tasks are complete.
    Note: You must have the software required to open a PDF file—such as Adobe Reader—installed on your computer to be able to view it.
    Tip: Once the PDF file has been created, you can also view it from the Binder tab.