How do I change my default document type to a Workflow PO (WNB)?
If you are responsible for the creation of Purchase Orders at St. George Campus and UTM, you should be using the PO Workflow document type WNB: Standard WF PO. To simplify processing, it is strongly recommended that you change your personal settings to default to the WNB: Standard WF PO:
- On the Create Purchase Order screen, click on Personal Setting.
- Click on the Default values tab, the select WNB: Standard WF PO from the Document Type (If the Document Type field is not available for selection, click on the “More fields” button to make it available.)
- Click the Save
Note: You can use the WNB document type for all POs, regardless of dollar value.