Edit the PO sent for suppliers through "PO Output for Communication" or Inquire>View Document PO PDF Out Put

Dear All,

I would like to share my recent exprieance in editing the PDF PO report that opens from the PO screen or the PO summary screen going to INQUIRE>VIEW DOCUMENT this is the same report that will be communicated to suppliers if the e-mail PO options are set properly.

Here is what I did to change the layout,

First Check :
Purchasing > setup > Organizations > Purchasing options > control tab > PO Output format it should be PDF if not you are not using XML Publisher !


Logon with respo XML Publisher Administrator and navigate to "Templates" > search for Template with name "Standard Purchase Order Style sheet" , Application: Purchasing and click on it in the search result.

Download the original templates or your can duplicate a template from the original template

Click on the Download link to download the .xls file to your local disk. Make the necessary changes to the code , save it and open the duplicated template that we have created before in the XML publisher and press the update pencil mark and upload the file that your have made changes to and press apply.

The rest of the fields in the template definition should be equal to the standard templates (so just copy & paste the values from there, because I don't know what is in the entire code).

IN Purchasing

login with a PO Administrator/Superuser responsibility:
1.(in Purchasing) > Setup > Organizations > Purchasing Options > tab Control > set "PO Output Format" = PDF

2. (in Purchasing) > Setup > Purchasing > Document Types > find Document Type "Purchase Order - Standard" > set Document Type Layout = "XX Purchase Order Style sheet" (put the name of your custom template here!)
3. Now if we try the PO Output for communication. If everything worked well, we should see a PO in PDF format with the changes that you have made to the code.

This will affect only the draft PO's that are at present and the PO's that are already in Approved state will not display with the updated layout, Only the new PO's that will be approved after update of the "Document Type Layout" will be affected with the new changes. Still I have not found why this dose not affect old PO's. If I get a answer sure will post here.

But the code dose not look like a normal SQL code its in XML FO it seems, But I was able to make some changes by trial and error methods , still I have not completed with the code. But it works !!


Thanks & Regards,
S.Grace Paul Regan
965(66382159)