Delivery Methods On Generate Po Screen

Document Version	v.1
Document Last Updated	1/30/2023
Software Version Documented	9.9.10

Overview

This document will discuss how to utilize the Vendor Delivery Methods options on the Generate RFQ/PO screen.

Assumptions

We will assume throughout this article that you utilize hard linked POs and use the Generate RFQ/PO button in the Links tab of Orders.

Once an order is converted and hard linked POs are ready to be made, users will open the Links tab and click the Generate RFQ/PO button like normal.
In the Generate RFQ/PO screen you will now see the Vendor’s Delivery Method settings.
- Print, email, fax, EDI, and the Email Me option.
  - Email Me: You can click this delivery method if you want a copy of the PO to be sent to you too.
The boxes checked will depend on how the Delivery Methods and Contacts are set up in the Manage Vendors screen.

Open the Manage Vendor screen and pull up a vendor.
On the contacts screen, use the Add button to add contacts if there are no contacts.

While in the Vendor Manager, pull up a Vendor and open the Delivery Methods tab.
Checkmark the appropriate boxes you wish to use for communication.
For fax and email, be sure to click the binoculars icon to select the contact.

When creating hard linked POs, the creator has the option to have the PO creation email sent to them.
In the Settings menu, click General, User, then Email Settings
The 2 options are:
- Email Me in RFQ Generation Always Selected
- Email Me in RFQ Generation Only Selected When There is No Vendor Email Setup
You can select one or the other, or neither.
Regardless, the email me checkbox will always be enabled in the Generate RFQ/PO screen, so this setting is flexible.

Create and convert an order that you will need hard linked POs for.
When ready, on the Links tab, click the Generate RFQ/PO button.
Notice each vendor has the same delivery methods checked as shown in their profile.
To opt out of a specific delivery method for that PO, uncheck the appropriate box.
Changes made here will not change the set up on the vendors’ profile.
Notice the vendor in this example that does not have the Email box checked.
- If you hover over the checkbox, the system will show that it is not set up. This message appears if the fax or EDI is not set up too.
- For this example, the email me setting “Email Me in RFQ Generation Only Selected When There is No Vendor Email Setup” is on, so that box is checked too.
Click the Binocular button and you have the ability to change the printer or choose a different existing contact, and other changes.
- You can not add new contacts from this screen though.
- This screen works the same way when you create a stand alone PO.

If you choose a gen PO option that results in multiple POs with the same vendor (most commonly “Create one RFQ per Lot Project Item”) and you check or uncheck a delivery method box, a dialog box will appear asking “Would you like to copy the options to the other lines for this vendor?”
- Click Yes, and the checkboxes for each line for that vendor will also be checked/unchecked
- Click No, and only the line I worked on/checked will be checked/unchecked
If you click the binoculars button, and click the “...” button and make changes, upon clicking OK in the delivery method window, the same dialog box will appear.