How to see purchase orders in the Purchase Order Receiving program in Munis

Looking for the ability to view Purchase Orders in the Purchase Order Receiving program in Munis.

• Munis

• Tyler Content Manager 

• TCM

• Mappings 

A mapping does not yet exist in that program for the Purchase Order document type. A custom, read-only mapping will need to be created in order for Purchase Orders to be viewed from the Purchase Order Receiving screen.

Enterprise ERP > Financials > Purchasing > Purchase Order Processing > Purchase Order Receiving

1. In the Purchase Order Receiving screen, click the paperclip in the ribbon. 

2. Once the Defined Mapping screen has launched, select Add New Mapping. 

   1. If you do not see this option, please contact your system administrator to complete these steps.

3. Under Mapping Name, type Purchase Order.

4. Under Document Type, select Purchase Order.

5. Check the Is Read Only box if it is not already checked.

6. Under the Map Field column, find PO Number and select the check box next to it under the Use in Search column.

7. Within that same row, now under the Application Field column, use the dropdown to select PO Number. This step tells the mapping what metadata to look for when pulling in Purchase Order attachments that directly relate to the PO Number being searched on in Purchase Order Receiving.

8. Click Save.

9. You will now see the customly created Purchase Order mapping under the Associated Documents section in the Defined Mappings screen.

If the provided steps are unsuccessful, please contact Munis Support for further assistance.