Recurring Descriptions – Purchase Orders

Recurring Descriptions – Purchase Orders

Below are the steps to create and maintain recurring descriptions for purchase order line items.  This is applicable for all line types (description lines and non-print lines as well as regular line items).

To begin, you must be in Purchasing à PO Management and have a batch open.  Then when creating or modifying a purchase order, open a (new or existing) line.

To create a new recurring description:

1. Key the desired recurring description into the ‘Stock / Item Description’ area
2. Click Save As Recurring Description

To use a recurring description in a line item

1. Click the down arrow (right side of Save As Recurring Description)
2. Click on the desired description

To remove a recurring description:

1. Click the down arrow (right side of Save As Recurring Description)
2. Click on the trash can to the right of the unneeded description – the item will be immediately removed from the list and the Recurring Description window will close.  No message will be displayed

Note: The messages in this list will be accessible to everyone who creates or modifies purchase orders.  They are not limited to the user creating them.

Please log a ticket with Edsembli FIN if you have any questions, comments or concerns with the above.