Purchase Advice Form
Use the Purchase Advise Form settings to create two types of template information that users can select from the Purchase Advice Form. The Payouts Dropdown List contains descriptions of commonly used payouts. The Purchase Advice Template list contains complete templates that populate multiple payout lines with both a description and the expected value of the payout.
To Create Payout Descriptions:
- On the menu bar, click Encompass, and then click Settings.
- On the left panel, click Secondary Setup, and then click Purchase Advice Form.
- In the Payouts Dropdown List area, click the New
- Enter a description for a payout and click Save.
- Add additional items to the list as required.
- Use the Edit, Delete, Up, and Down buttons to edit, delete, or change the position of the payout entries.
- When finished, click the Save
To Create a Purchase Advice Template:
- In the Purchase Advice Template area, click the New
- Type a name for the template and then (with the new purchase advice template selected) click the Edit
- On the Create/Edit Template window, type a Description for the template. Users will see this description when they select from the list of templates.
- In the left column, type a new description or select a description for the payout from the list you configured using the Payout Dropdown List.
- In the right column, enter a value for the expected payout.
- Repeat steps 4 and 5 for each payout entry.
When you have completed all your entries, click Save.
