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   To build documents when creating a new document:

1. Navigate to the Document Builder by selecting the Manual button in the AutoCreate Documents window and entering a document number in the New Document Number window. See: Entering Document Information and Completing AutoCreate

2. In the upper region, select one requisition line for build placement. This enables the down arrow.

3. Select the down arrow. This converts the cursor to cross hairs.

4. Position the cross hairs in the Document or Line field and click. This places the selected requisition line from the upper region into the Document Builder, highlights the upper region, restores the cursor to its normal shape, and positions the cursor in the next available Line field.

You can position the cursor anywhere in a populated line in the Document Builder to enable the up arrow. Click on the up arrow to return the line to the upper region and deselect the line.

5. You can select additional lines one at a time in the upper region and move them to the Document Builder.

Click in the Line field of an existing line to attempt to add the new line to the existing line. If the proposed new line fails to pass the validation tests, Purchasing places it on the next available open line. Click in the Document field of an open line to add the new line to the first available existing line. You can change a line number to any unused line number.

6. Select Create to display the New Document window. See: Entering Document Information and Completing AutoCreate

   To build documents when adding to an existing document:

If you are adding to an existing document, Purchasing displays all the existing document lines in the Document Builder, with the line disabled. You cannot remove any of these existing lines.

1. Follow steps 2 - 5 above.

2. Select Create to complete autocreation. If the PO: Display the AutoCreated Document profile option is set to Yes, Purchasing displays the document entry window appropriate for the selected criteria. See: Profile Options in Purchasing.

   To cancel the current placement in the Document Builder:

• When you have selected a line in the upper region and then selected the down arrow but have not yet placed the selected line onto the Document Builder, you can select the Cancel Placement button to cancel the current placement attempt without removing previously-placed lines from the Document Builder.

   To cancel the current session in the Document Builder:

• Select the Cancel Build button to remove any lines you have added to the Document Builder and return them to the upper region.

See Also