Purpose
Setting up purchase order (PO) types in Plex allows you to control how line items are defined, selected, received, invoiced, and integrated into other areas of your operations. By creating and customizing PO types, you can align purchasing workflows with your unique business needs.
Steps to Create Purchase Order Types
- Access the Purchase Order Type Screen- Open Plex and navigate to the Purchase Order Type screen.
- On the Action Bar, click Add to begin configuring a new PO type.
- Name the PO Type- In the PO Type box, enter a descriptive name for the PO type.
Tip: Choose a name that reflects the role or function of this type (e.g., "Standard PO," "Rush Orders").
- Set the Active Status- Use the Active checkbox to determine whether the PO type is available for use.
Note: You can toggle this setting on or off based on business needs.
- Define Sort Order- In the Sort Order box, specify the position of the PO type in dropdown lists.
This helps ensure frequent PO types appear at the top for easier selection.
- Specify Billing Location- In the Bill To box, select the location where the purchase order bill will be sent.
Note: The billing address will appear on all printed POs, regardless of type, supplier, or part number.
- Set as Default (Optional)- If you want this PO type to automatically apply to new POs, check the Default box.
Note: Only one PO type should be marked as the default.
- Add Notes (Optional)- In the Note box, include any information about the PO type.
Notes are helpful for users who need context when working with this type.
- Adjust Additional Settings
Configure the following areas for the PO type as needed:- PO Header
- PO Line
- Price Fields
- Releases
- Receiving Method
- Receipts
- Printing
- Other
- Save the PO Type- Click Apply to save your changes and remain on the screen to create additional PO types.
- Alternatively, click OK to finalize and exit the screen.
Key Notes
- Only users with the appropriate security role can access and modify PO types.
- Printed POs will always include the selected Bill To address, regardless of other settings.