Use the Document Builder region in the AutoCreate Documents window to build documents for automatic creation in Manual creation mode.

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 Add to Document button.

3. Choose the Add to Document button.

   This places the selected requisition line from the upper region into the Document Builder, highlights the upper region 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 Remove button. Choose the Remove button to return the line to the upper region and deselect the line.

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

   To create a new purchase order line, select a requisition line in the upper region and choose the Add to Document button. Purchasing creates a new, corresponding purchase order line.

   To add to an existing purchase order line, select a requisition line in the upper region, click in the Line field of an existing line below, and choose the Add to Document button. Purchasing places the requisition line on the next available open line below, but gives it the same Line number as the line you added it to. If the lines cannot be validly combined, Purchasing gives it a different Line number. (See: AutoCreate Document Options.)

   You can change a Line number in the Document Builder region to any unused Line number.

To build documents when adding to an existing document:

1. 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.

2. Follow steps 2 - 4 above.

3. 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 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.