In this topic you will learn how to Approve, Budget Check and Dispatch a PO from the PO Header.
Uncheck the Hold From Further Processing option.
Click the Refresh button until the Run Status = Success and the Distribution Status = Posted.
NOTE: The Number of Copies defaults as 1. Additional copies can be printed by changing the Number of Copies.
Click the Printer icon or navigate to File, Print to print the PO.
If the Run Status = Error, click on the Error link to go to the Budget Control Exceptions page and view the reason the document failed budget check.
You can also navigate to the Budget Control Exceptions page by selecting:
Commitment Control > Review Budget Check Exceptions > Purchasing and Cost Management > Purchase Orders.
NOTE: See the View Budget Control Exceptions exercise for additional information.
If you are dispatching the PO by Fax, change the Dispatch Method to Fax before clicking the Dispatch button. Verify or change the fax number if necessary. If the fax number does not display you may add it at this point.
NOTE: You should never change the dispatch method to e-mail. We are not set up to dispatch to vendors via e-mail.
If your PO will be dispatched by FAX or EDX, change the Dispatch Method to Print once the PO is has a status of dispatched and then Save.
Review the Doc Tol Status. If the Doc Tol Status = Valid, proceed with the budget check.
If the Doc Tol Status is not Valid, click the drop down arrow to the right of the *Go to: field and select 18 - Document Tolerance Checking.
This completes Approve, Budget Check and Dispatch a PO from the PO Header.