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XTM Cloud 13.8

PO Settings

Each purchase order created is given a sequential PO number. The PO settings tab allows you to format and set the purchase order number that is automatically generated for all POs.

Setting the purchase order number
  1. Select Configuration > Data > Estimates > PO settings.

  2. Optionally: Set a prefix.

  3. Set the PO start number.

  4. Select Save.