How to Create and Use a Draft Document

1. Open a Blank Purchase Order
2. Enter the data you wish to keep on the Purchase Order
3. Right Click in a Gray Area and choose “Save as Draft”

To Retrieve Your “Draft Document”
Purchasing – A/P > Purchasing Reports > Document Drafts Report

1. Choose the Users Name that created the “Draft Document” choose the Draft Document Check boxes
2. Choose OK
NOTE: To make a “shortcut” to the Document Drafts Report

• Open the Document Drafts Report from the Purchasing Report Menu
• Click on “Tools” from the Menu Bar
• Select “My Menu”
• Select “Add to My Menu”
• Choose where you want to keep the Draft Document (I chose Forms)
• Click “Add”

You can now go to “My Menu” “Forms” to see and use the Document Report and any time