Step 7: π View / Modify Purchase Orders
The View / Modify Purchase Orders window allows you to access, edit, print, and send previously created purchase orders.
π Step 1: Select and Print a Purchase Order
From the grid at the top of the window, select the purchase order you want to print.
Click the βPrint Selectedβ button on the toolbar.
π Step 2: Confirm Issue Date
After selecting "Print," a pop-up window will ask:
"Would you like to make today the Issued To Vendor On Date?"
In most cases, click βYesβ
β This ensures the PO is marked as issued and removed from the βP.O.βs to Be Issued to Vendorβ report found in the Today panel.
π¨οΈ Step 3: Preview and Save the Purchase Order
A Print Preview window will appear, showing how the PO will look when printed or emailed.
Click βSave to e-manage|ONEβ to store a PDF copy of the PO in the Project History > Documents tab.
π€ Step 4: Send the Purchase Order
You have two options for sending your PO:
β Web Services (Haworth, HMI, HNI Vendors)
Use the Batch Entry menu in the top toolbar
Select your method and follow prompts for submission
βοΈ Email (All Other Vendors)
Click the Email icon from the Print Preview window
For vendor email setup instructions, refer to:
π Emailing Purchase Orders / Setting Up Vendor Emails
π¦ Next Step: Manage PO Acknowledgements
To begin tracking vendor responses and costs:
Go to the Modules menu on the left-hand side
Select Acknowledgements / Costing
π Need More Help?
Check out the full π Create Purchase Orders