File Name: 19137555.

xls Sheet Name: Instructions Date: 06/27/2009 and Time: 15:09:18

PO Master 06_25_09
If you have any questions or comments, please contact: ncmay@yahoo.com
Enter the percentage of tax applied to your PO > 0.00%
If you want this workbook to automatically save before closing, check the box below
FALSE
Auto Save?
Select the first empty cell and start entering the vendor information. Press the column
heading in A to sort. It will sort alphabetically by column A.
Enter a unique suffix for the vendor. A unique suffix is critical for the workbook to
function properly.

Comments: ncmay@yahoo.com Page 1 of 10

File Name: 19137555.xls Sheet Name: Instructions Date: 06/27/2009 and Time: 15:09:21

Press the column heading in A & B to sort.

The sorted column heading will change color.

Enter parts information on the Enter the unique vendor suffix that corresponds to that vendor's parts. These will
next blank row then press the become the only selectable parts for that vendor on the Order sheet.
column A or B heading to sort. If this column is completely empty, all of the parts listed will be available to all vendors.
Notes can be added.

Comments: ncmay@yahoo.com Page 2 of 10

File Name: 19137555.xls Sheet Name: Instructions Date: 06/27/2009 and Time: 15:09:22

Select the desired vendor from the drop down. The vendor information will fill in automatically.
Enter the Order Qty. The delivered quantity and date will be competed on the Look-Up sheet as the
parts arrive.

The parts information will appear in the To finalize, press the "Copy This Sheets Contents To The History
drop downs. Select the desired item. Sheet". The information from this sheet will be pasted on the
The Unit of Measure and Part Number next available row in the history sheet. The Order sheet will be
will fill in automatically. reset and the PO number will increase by one.

Comments: ncmay@yahoo.com Page 3 of 10

File Name: 19137555.xls Sheet Name: Instructions Date: 06/27/2009 and Time: 15:09:24

All of the information from the Order sheet will be stored and The text in this cell will change color and display a
displayed in the history sheet. The information can be filtered note if the Look-Up sheet contains History data. To
if desired. Some header cells contain a subtotal formula that clear the Look-Up sheet, select the blank in the drop
will display results of filtered data. down

Comments: ncmay@yahoo.com Page 4 of 10

File Name: 19137555.xls Sheet Name: Instructions Date: 06/27/2009 and Time: 15:09:26

A finalized PO can be selected from the drop down, reviewed and modified. The Look-Up sheet uses the unique suffix to
lookup vendor information. After reviewing, it can be e-mailed. The e-mail will automatically indicate the PO number in
the subject line as well as a sheet named from the PO number in a new workbook that is sent as an attachment to the
address in the E-Mail cell on the Address sheet. To clear the Look-Up sheet, select the blank line at the top of the drop
down list. The data will be written back to the History sheet with any modifications.

Comments: ncmay@yahoo.com Page 5 of 10

File Name: 19137555.xls Sheet Name: Address Date: 06/27/2009 Time: 15:09:30

Vendor Name Street Address City, State Zip Code Contact Email Phone Number Fax Number Unique Suffix Account Number

Comments: ncmay@yahoo.com Page 6 of 10

File Name: 19137555.xls Sheet Name: Parts Date: 06/27/2009 Time: 15:09:32

Part Description Part Number Unit of Measure Unit Notes Vendor Suffix
Price

Comments: ncmay@yahoo.com Page 7 of 10

 Company Name Phone 123-456-7890
Bill to: Street Address Contact: Fax 123-555-5555
Ship to: City,State Zip Code Bill Bailey ext. 123 Bill@internet.com
John Polk JP@internet.com
Purchase Order Approved By
Vendor: Please review this document and notify us
with any questions, changes or discrepancies
PO Number 00001-
The vendor cell is empty or no suffix was found PO Date & Time 27-Jun-2009 03:09 PM
Contact: Delivery Date
E-Mail: Ship Via UPS Ground
Phone: Terms net 45
Fax: Requester:
Line Order Item Part Unit of Received Received Unit Total Back
Item Qty Number Measure Description Qty Date Price Price Order
01
02
03
04
05
06
07
08
09
10
11
12
13
14
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Total -

Comments: ncmay@yahoo.com
 File Name: 19137555.xls Sheet Name: _History Date: 06/27/2009 and Time: 15:09:37

Line Sheet Sheet Requester: OrderQty0 Item PartNumber Unit of DescriptionNumber of Items = 0 Received ReceivedDate UnitPrice TotalPrice0 BackOrder0
Item Date & Time Name Measure Qty
0

Comments: ncmay@yahoo.com Page 9 of 10

 Company Name Phone 123-456-7890
Bill to: Street Address Contact: Fax 123-555-5555
Ship to: City,State Zip Code Bill Bailey ext. 123 Bill@internet.com
John Polk JP@internet.com
Purchase Order Approved By
Vendor: Please review this document and notify us
with any questions, changes or discrepancies
PO Number
PO Date & Time
Contact: Delivery Date
E-Mail: Ship Via UPS Ground
Phone: Terms net 45
Fax: Requester:
Line Order Item Part Unit of Received Received Unit Total Back
Item Qty Number Measure Description Qty Date Price Price Order
01
02
03
04
05
06
07
08
09
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
32
33
34
35
36
37
38
39
40
41
42
43
44
45
46
47
48
49
50
Total -

Comments: ncmay@yahoo.com