Before you make a purchasing template, you must specify settings on the General Tab. After you specify settings, you must save the template with a different name.
Contents
| Field | Description |
|---|
| Template Name
|
Enter the name of the purchasing template that you make.
|
Firm Block Section
The firm block is located at the top center of a purchase order and request for price quote.
| Field | Description |
|---|
| Print Firm Name
|
Select this check box to print the
Firm Name from the Misc tab of the Purchase Template Editor form on the purchase order or request for price quote.
|
| Print Firm ByLine
|
Select this check box to print the
Byline from the Misc tab of the Purchase Template Editor form on the purchase order or request for price quote.
|
| Print Firm Address
|
Select this check box to print the
Address Lines 1-4 from the Misc tab of the Purchase Template Editor form on the purchase order or request for price quote.
|
| Left Margin
|
Enter the distance from the left margin at which the firm name must start to print on the purchasing form.
Enter either inches or millimeters based on which one you selected in the
Unit of Measure field on the Misc tab of the Purchase Template Editor form.
|
| Top Margin
|
Enter the distance from the top margin at which the firm name must start to print on the purchasing form.
Enter either inches or millimeters based on which one you selected in the
Unit of Measure field on the Misc tab of the Purchase Template Editor form.
|
| Alignment
|
Select a setting to align the name on the purchasing form.
Options are:
|
Clause Options Section
| Field | Description |
|---|
| Print Top Clause
|
Select this option to print the top clause on the purchasing form, if a clause is specified on the Clauses tab of the purchase order or request for price quote.
|
| Print
|
Select the location, relative to the purchasing form's header, for the top clause to print.
Options are:
- Before Header
- After Header
|
| Print Bottom Clause
|
Select this check box to print the bottom clause on the purchasing form, if a clause is specified on the Clauses tab of the purchase order or request for price quote.
|
| Page Break between Top Clause and Header
|
Select this check box to put a page break between the top clause and the header.
|
| Page Break before Bottom Clause
|
Select this check box to put a page break between the bottom edge of the purchasing form and the bottom clause.
|
Date Format Section
| Field | Description |
|---|
| Short Date
|
Select the short date format to use on purchasing forms that are generated from this template.
|
| Medium Date
|
Select the medium date format to use on purchasing forms that are generated from this template.
|
| Long Date
|
Select the long date format to use on purchasing forms that are generated from this template.
|
Footer Options
| Field | Description |
|---|
| Print Footer Line (RFQ only)
|
Select this option to print the
Footer Label on requests for price quote that are generated from this template.
|
| Print Page Numbers
|
Select this option to print page numbers on purchasing forms that are generated from this template. This could be necessary if a purchasing form has lengthy clauses or agreement terms.
|
| Footer Label
|
Enter the text to print in the footer of requests for price quote that are generated from this template, when the
Print Footer Line (RFQ Only) option is selected.
|
Fields
| Field | Description |
|---|
| Print Agreement Terms
|
From the drop-down list, select whether you want the print agreement terms to print before or after the detail section. You enter the agreement terms on the Agreement tab in
.
Options in the drop-down list are:
- Before detail section
- After detail section
|
| Print Firm Name From Configuration
|
Select this check box if you want your firm's name (entered on the General tab in
) to print in the upper left of a purchase order or request for price quote. This check box is selected by default.
|