Create a schedule template

Create an inspection schedule template to track the inspection progress of a Purchase Order (PO). You can also create an expediting schedule template to track the expediting progress of a PO.

1. Navigate to the s52001 Inspection /Expedite Schedule Templates screen.

2. To refresh the screen, select the F5 key.

3. On the Home menu, in the Record group, select Create.

   In the Inspection Schedule Templates grid, a blank row is created.

4. Select the General tab, in the Schedule Name field, enter the name of the schedule template.

5. Perform one of the following:

   • To create an inspection schedule template, from the Schedule Type dropdown, select Inspection.

   • To create an expediting schedule template, from the Schedule Type dropdown, select Expediting.

6. (Optional) Enter the relevant details in other fields as required. For more information on all the fields, see s52001 Field descriptions.

7. On the Home menu, in the Record group, select Save.

   The schedule template is created.