Purchase Order sub types allow you to further categorize Purchase Orders. Think of them like characteristics for Purchase Orders.
What you'll find:
To add Purchase Order sub types
Navigate to Accounts Payable > Manage > PO Sub Types.
In the Description column, enter a unique name for the Purchase Order sub type.
Ensure the Active check box is selected.
Active is selected by default after the description has been entered.
Tip
Add all required Purchase Order sub types before clicking Save since saving also closes the window.
Click Save.
You can edit any of your existing Purchase Order sub types at any time by changing their descriptions. You can also change the active status to activate or deactivate them.
To edit Purchase Order sub types
Navigate to Accounts Payable > Manage > PO Sub Types.
Make your changes.
Click Save.
When you add Purchase Order sub types the default setting is active, but you can also activate Purchase Order sub types that have been deactivated.
To deactivate Purchase Order sub types
Navigate to Accounts Payable > Manage > PO Sub Types.
In the Active column, clear the Active check box of the custom equipment you want to deactivate.
Click Save.
To activate Purchase Order sub types
Navigate to Accounts Payable > Manage > PO Sub Types.
In the Active column, select the Active check box of the custom equipment you want to activate.
Click Save.
You can remove a sub type as long as it has not been used on a Purchase Order. If it has been used, you can deactivate the sub type so it cannot be used again.
To remove Purchase Order sub types
Navigate to Accounts Payable > Manage > PO Sub Types.
Select the sub type you want to remove.
Click Remove Sub Type.
If the button is greyed out it indicates the sub type has been used and cannot be removed; consider deactivating it instead.
Click Save.