Initialize POs to Other Documents

You can initialize purchase orders to "other" documents for tracking purposes via the PM Other PO Initialization form.

  1. In PM Other Documents, select File > Initialize POs.
    The PM Other PO Initialization form displays.
  2. Complete the fields in the upper portion of the PM Other Documents form.
    You must complete entry in all fields to enable the Initialize button.
  3. Select the purchase orders to initialize using one of the following methods:
    • Click Select All POs to select all purchase orders in the grid.
    • Manually select purchase orders by clicking the column to the left of the PO numbers. Press SHIFT for consecutive selection or CTRL for random selection.
  4. Click Initialize.