Get Printing Purchase Order(s) Under Current Fiscal Year Option Work Instruction (purw404) 1

This guide will assist users in effectively completing the Printing Purchase Order(s) Under Current Fiscal Year Option Work Instruction (PURW404) 1 online. By following the steps outlined below, users can ensure they fill out the required fields accurately and efficiently.

Follow the steps to complete the form online.

1. To obtain the form, use the ‘Get Form’ button to access and open it in your document editor.
2. Log into the appropriate system as indicated in the work instruction.
3. If you are printing a single purchase order, skip to Section 5.4. Otherwise, for multiple purchase orders, navigate to the Business Plus Dashboard and select 'PO2004: Purchase Requests Approved/ Report Prompts.'
4. For the 'Enter the Approval Begin Date,' do not change the default to the previous month; it should remain as is.
5. For the 'Enter the Approval End Date,' ensure that the current date appears as the default value and do not change it.
6. Click 'Submit' to generate the PO2004 Report which should display on your screen.
7. Ensure there is blank, white paper loaded in the selected printer's manual feed tray.
8. Click the 'Options' icon from the top of the report page and select 'Print.' After printing, close the PO2004 Report screen.
9. Locate the 'All' tab at the top of the screen and click to open.
10. Enter 'POPO' in the 'Command' field and press Enter.
11. The field 'PO Format Code' will auto-populate with 'PO.'
12. Confirm that 'Purchase Order Date' reflects the current date automatically.
13. The field 'By which value would you like to print Purchase Orders?' should automatically show 'PR.'
14. For a single PO, input the requisition number starting with 'R,' 'N,' or 'E' as appropriate. For multiple POs, enter each number separated by commas. For all POs queued, type 'ALL.'
15. Select an appropriate non-PO designated printer in the 'Line Printer Copies' section to avoid printing 'Tell Reports' on PO paper.
16. Verify the default printer for POs in 'Forms Printer Copies.'
17. Expand 'Options' to enter the current fiscal year code as specified by the IT department.
18. Ensure 'Job Priority' remains '08', as directed.
19. Ensure the printer is loaded with Purchase Order Forms, front side down, with the top aligned properly.
20. Click 'Submit' to initiate the printing process.
21. If POs do not print, verify the requisition numbers and approval statuses in the system.
22. Once printed, ensure the correct PO numbers have been generated for the current fiscal year.
23. Review the PO2004 Report for completeness and resolve any noted errors.
24. Distribute POs according to established instructions after verifying correctness.
25. Remember to file PO2004 Reports appropriately by date and follow disposal guidelines.

Complete your Printing Purchase Order form online today for accurate and efficient processing.