Update the number setup method for a project

For a project, update the setup method for the IDs of a Technical Material Requisition (TMR), Purchase Order (PO), Request For Quote (RFQ), or Purchase Agreement (PA). The number setup method is project-specific.

1. Navigate to the s50030 Project Purchasing Setup screen.

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

3. In the Projects grid, select a row.

4. Select the General tab and perform any of the following as required:

   • To update the setup method for the PO ID, from the Project PO Number Setup Method dropdown, select the required setup method.

   • To update the setup method for the TMR ID, from the Project TMR Number Setup Method dropdown, select the required setup method.

   • To update the setup method for the PA ID, from the Project PA Number Setup Method dropdown, select the required setup method.

   • To update the setup method for the RFQ ID, from the Project RFQ Number Setup Method dropdown, select the required setup method.

5. To save the changes, on the Home menu, in the Record group, select Save.