Set Up Purchase Order No. Series Selection

To help differentiate types of purchase orders, for example, blanket purchase orders and regular purchase orders, Sparkrock provides the capability for users to select a number series during purchase order creation.

To use this feature, you must perform some setup. This feature is disabled by default.

After you perform the set up, when there is at least one line on a purchase requisition, and Line Action is set to Create Purchase Order, and then you choose on the action bar, Home > Create Purchase Order, the No. Series page opens where you can select the number series that you want to use.

Set up purchase order number series selection on the Purchases & Payables Setup page

  1. Choose Lightbulb that opens the Tell Me feature., enter purchases & payables setup, and then choose the related link.

    The Purchases & Payables Setup page opens.

  2. On the Finance Requests FastTab, turn on PO No. Series Selection.

    Note

    Note:
    To turn on PO No. Series Selection, Sync Purch. Order No. must be turned off.

Set up different number series for different purchase order types

  1. Choose Lightbulb that opens the Tell Me feature., enter purchases & payables setup, and then choose the related link.

    The Purchases & Payables Setup page opens.

  2. On the Number Series FastTab, ensure that the purchase order number series fields have different values set up, for example, set the Order Nos. field to have a value of P-ORD and the Blanket Order Nos. field to have a value of P-BLK.

    This setup provides the capability for a user to differentiate between regular purchase orders and blanket purchase orders.

    For more information about setting up a number series, see Set Up a Number Series.

Set up number series relationships

  1. Choose Lightbulb that opens the Tell Me feature., enter purchases & payables setup, and then choose the related link.

    The Purchases & Payables Setup page opens.

  2. On the Number Series FastTab, on the Order Nos. field, select the down arrow, and then choose Select from full list.

    The No. Series page opens and the record that is specified for the Order Nos. field is selected.

  3. On the action bar, choose Navigate > Relationships.

    The No. Series Relationships page opens.

  4. For each number series that you want users to be able to select when creating a purchase order, perform the following steps:

    1. On the action bar, choose New.
      A new row appears.
    2. In Series Code, specify a number series.

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