Field Definitions: PO Initialization Form

The following is a list of field descriptions for the PO Initialization form. Many of the descriptions include links to other topics that provide additional information about or related to the topic.

IN Company

Enter the IN company for restricting purchase order initialization. The system initializes requisition lines to a purchase order only if they reference this IN company, meet all other selection criteria, and have a status of '4-Approved for Purchase'.

Leave this field blank if you are not restricting by IN company.

Note: IN company is required if restricting by location group and/or location.

PO Initialization

IN Location Group

Enter the location group (from IN Location Groups) for restricting purchase order initialization. The system initializes requisition lines to a purchase order only if they reference locations within this location group, meet all other selection criteria, and have a status of '4-Approved for Purchase'.

Leave this field blank if you are not restricting by location group.

PO Initialization

IN Location

Enter the location (from IN Locations) for restricting purchase order initialization. The system initializes requisition lines to a purchase order only if they reference this location, meet all other selection criteria, and have a status of '4-Approved for Purchase'.

Leave this field blank if you are not restricting by location.

PO Initialization

Material Category

Enter the material category (from HQ Material Categories) for restricting purchase order initialization. The system initializes requisition lines to a purchase order only if they reference materials within this category, meet all other selection criteria, and have a status of '4-Approved for Purchase'.

Leave this field blank if you are not restricting by material category.

PO Initialization

JC Company

Enter the JC company for restricting purchase order initialization. The system initializes requisition lines to a purchase order only if they reference this JC company, meet all other selection criteria, and have a status of '4-Approved for Purchase'.

Leave this field blank if you are not restricting by JC company

Note: JC company is required if you are restricting by job.

PO Initialization

Job

Enter the job (from JC Jobs) for restricting purchase order initialization. The system initializes requisition lines to a purchase order only if they reference this job, meet all other selection criteria, and have a status of '4-Approved for Purchase'.

Leave this field blank if you are not restricting by job.

PO Initialization

EM Company

Enter the EM company for restricting purchase order initialization. The system initializes requisition lines to a purchase order only if they reference this EM company, meet all other selection criteria, and have a status of '4-Approved for Purchase'.

Leave this field blank if you are not restricting by EM company.

Note: EM company is required if you are restricting by EM Shop.

PO Initialization

EM Shop

Enter the shop (from EM Shops) for restricting purchase order initialization. The system initializes requisition lines to a purchase order only if they reference this shop, meet all other selection criteria, and have a status of '4-Approved for Purchase'.

Leave this field blank if you are not restricting by EM shop.

PO Initialization

Vendor

Enter the vendor (from AP Vendors) for restricting purchase order initialization. The system initializes requisition lines to a purchase order only if they reference this vendor, meet all other selection criteria, and have a status of '4-Approved for Purchase'.

Leave this field blank if you are not restricting by vendor.

PO Initialization

Line Type

Select the line type for restricting purchase order initialization.

The following line types are available:

  • 1-Job

  • 2-Inventory

  • 3-Expense

  • 4-Equipment

  • 5-Work Order

The system initializes requisition lines to a purchase order only if they reference this line type, meet all other selection criteria, and have a status of '4-Approved for Purchase'.

Leave this field blank if you are not restricting by line type.

PO Initialization

Requisition ID

Enter the requisition ID for restricting purchase order initialization. The system initializes requisition lines to a purchase order only if they are on this requisition, meet all other selection criteria, and have a status of '4-Approved for Purchase'.

Leave this field blank if you are not restricting by requisition ID.

PO Initialization

Required Thru Date

Specify the required date through which to restrict initialization of purchase orders. Requisition lines will be initialized onto a purchase order only if their Req Date is less than or equal to the date specified here, they meet all other selection criteria, and have a status of '4-Approved for Purchase'.

Leave blank if not restricting by 'required' date.

PO Initialization

Batch Month

Enter the batch month for the PO batch you are generating. This field defaults the current batch month.

PO Initialization

PO Header Desc

This field defaults as 'PO created from RQ'.

Enter a default PO header description, up to 30 characters. All purchase orders generated via initialization default this description in the PO header.

PO Initialization

Starting PO #

Enter the purchase order number to begin PO number assignment. If you checked the Automatically Generate PO #'s box in PO Company Parameters, this field defaults a number based on the Last Used PO # field (also in PO Company Parameters) plus one.

PO Initialization

PO# Prefix

Enter a prefix for purchase order numbers. The prefix entered here combines with the Starting PO# and displays to the right. The maximum length of this value is 10 characters. If the value is greater than 10, the system shortens the PO number as you continue to type the prefix. This value must be a unique number; if not, the system increments the PO number by one until it finds a unique number.

PO Initialization

Receiving

Check this box if you will receive all initialized purchase order items in PO (using PO Initialize Receipts or PO Receipts Entry).

Do not check this box if you will receive all initialized purchase order items in AP (e.g., AP Transaction Entry).

PO Initialization

Ordered By

Enter the name (or initials) of the person who placed this order.

PO Initialization