PM Other PO Initialization Form

Use the PM Other PO Initialization form to initialize purchase orders to documents for tracking purposes.

You can only access this form by selecting File > Initialize POs in PM Other Documents.

Note: This form does not print purchase orders; it only allows tracking the progress of purchase orders that have already been printed.

When you initialize a purchase order, the purchase order number becomes the document number, the purchase order description becomes the document description, and the status is set to a beginning status. (The system assigns the first status code in PM Status IDs with a type of ‘Beginning’). Other information is entered manually, including to whom this information is to be distributed (Distributions tab).

Note: Since PO numbers can be up 30 characters long but the document number can only be 10 characters long, the document will be assigned the next available document number if the PO number is greater than 10 characters.

The Tracking information at the bottom of the PM Other Documents form can then be used to track the movement (e.g. Date Send, Date Received, Date Returned, etc.) of the purchase order.

Click the link below for more information about using this form.

Initialize POs to Other Documents