Select the Member. PO Number

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Madeline Brooks
5 years ago
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It may take a moment the first time to load the screen, for some it may ask that your update your installation of Adobe Flash.

1 Add PO Advanced A new link ADVANCED Add PO has been added. Clicking this link will open a new browser window. From this window you will be able to submit POs much faster as there will be no screen refresh and the amount of data being sent across the Internet is very small. It may take a moment the first time to load the screen, for some it may ask that your update your installation of Adobe Flash. Follow the prompts or download the most current version at The look will be very similar to the current Add PO screen but is much more compressed. We have removed some of the instruction text in order to accomplish this, therefore be very familiar with the requirements of the standard screen before you use the advanced version.

Select the Member You will need to still select the member from the listing, however there is a new filter/search box. As you type in the search box text will begin to highlight.

You can continue to type the entire name or use the next and previous buttons.

2 Select the Member You will need to still select the member from the listing, however there is a new filter/search box. As you type in the search box text will begin to highlight. The grid will advance to the first occurrence of the text turning that member row blue indicating this is the member the PO will be submitted for. You can continue to type the entire name or use the next and previous buttons. A very important item of the search is that searches across all columns at the same time, you could filter for a member number, city or state and use the next and previous buttons to advance through the list. You must see the correct member highlighted before advancing to the next field. PO Number Enter the member PO number, this is a required field. If you enter a PO number that is still in use you will receive a pop-up window informing you of this as you exit the field, you will click the OK button in the pop-up and you will return to the PO number field to make adjustments.

3 Terms / Comment You will select the correct terms description from the drop down list. Your default term will automatically be selected. The default term order can be administered by your vendor admin. This is a global setting and will affect anyone from your company logging into the application. If you need to enter an exception, select Exception from your list and enter the desired term in the field. You will notice some of the verbiage from the standard Add PO has been removed to make the screen more compact. You also have a field to enter any information you need returned to you after the order is approved such as your internal order number. Dates Order and ship dates function similarly to the standard version though the short cut keys are different and listed below. The most important often used will be this combination to open the calendar from the keyboard. Control+Down Arrow DateField only: open the DateChooser control.

4 Left Arrow Moves the selected date to the previous enabled day in the month. Does not move to the previous month. Right Arrow Moves the selected date to the next enabled day in the month. Does not move to the next month. Up Arrow Moves the selected date up the current day of week column to the previous enabled day. Does not move to the previous month. Down Arrow Moves the selected date down the current day of week column to next enabled day. Does not move to the next month. Page Up Displays the calendar for the previous month. Page Down Displays the calendar for the next month. Home Moves the selection to the first enabled day of the month. End Moves the selection to the last enabled day of the month. + Move to the next year. - Move to the previous year. Control+Down Arrow DateField only: open the DateChooser control. Control+Up Arrow DateField only: close the DateChooser control. Escape DateField only: cancel operation. Enter DateField only: selects the date and closes the DateChooser control.

Order Value / Submission Enter the order value be sure not to use commas to separate thousands only the decimal for cents is allowed. You are now ready to submit the PO by pressing the Submit button.

5 Order Value / Submission Enter the order value be sure not to use commas to separate thousands only the decimal for cents is allowed. You are now ready to submit the PO by pressing the Submit button. If you tab from the Order Value field it will be highlighted in blue and can be actuated by pressing the space bar. You will very quickly see the information submitted appear in the bottom grid you will be able to remove POs from the grid as long as they have not been approved by NBS. The grid is rather small to conserve space but there are scroll bars to allow you to review the list. As the information is being submitted the field data is being cleared for the next PO, begin the process again by using the search box to locate the member the columns can also be sorted by clicking the column header and entering the next PO. If you are done for now you may close this and the parent browser windows. You may leave the parent browser window open if you anticipate more usage. Multiple Profiles The new feature allowing multiple profiles is also available; the name displaying is the Vendor for which you will be submitting POs. The drop down is showed above and located in the upper right of the screen.

6 Recap Required Fields: Member must be highlighted PO Number Order Date Ship Date Order Value Please take your time as you use begin to use this submission page and if you encounter any questions contact Michael Sumner at the NBS office or ext We would welcome your feedback on this and any future enhancements.

Invoice QuickStart Guide

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