Purchase Order Request Form
Updated: April 6, 2004
Exchange Administrator Instructions
Open the .pst file
| • | If you are using Outlook 97 |
| • | If you are using Outlook 98 |
| • | If you are using Outlook 2000 |
Publishing the form
Troubleshooting FAQ's for Exchange Administrators
| • | I do not have an Organizational Library available in Outlook |
| • | The Organizational Library has been installed, but I still do not have access |
| • | I cannot find a form in the Organizational Forms Library |
Uninstall Instructions for Exchange Administrators
| • | To remove the form from your forms library |
Open the .pst file
If you are using Outlook 97
1. | Start Outlook 97. |
2. | On the File menu, click Open Special Folder, and then click Personal Folder... |
3. | In the Open Personal Folders dialog box, navigate to the folder that you wrote down during installation. (For example if you installed the files to c:/, select (C:) from the Look in drop-down list.) |
4. | Click POForm.pst, and then click Open. |
If you are using Outlook 98
1. | Start Outlook 98. |
2. | On the File menu, click Open, and then click Personal Folders File (.pst)... |
3. | In the Open Personal Folders dialog box, navigate to the folder that you wrote down during installation. (For example, if you installed the files to c:/, select (C:) from the Look in drop-down list.) |
4. | Click POForm.pst, and then click OK. You should now see the Microsoft Education Forms folder appear in your folder list. |
If you are using Outlook 2000
1. | Start Outlook 2000. |
2. | On the File menu, click Open, and then click Personal Folders File (.pst)... |
3. | In the Open Personal Folders dialog box, navigate to the folder that you wrote down during installation. (For example, if you installed the files to c:/, select (C:) from the Look in drop-down list.) |
4. | Click POForm.pst, and then click OK. You should now see the POForms folder appear in your folder list. |
Publishing the form
Publish the form in the Organizational Forms Library to provide many users access to the form. To edit and customize the form, it is recommended that you install the form in the Personal Forms Library. Publishing to the Personal Forms Library limits access to the form during the development and testing process. To allow multiple user access to the form once the form is complete, you must publish it in the Organizational Forms Library.
In order to publish this form into the Organizational Forms Library on the Exchange Server, you must have the following:
1. | Microsoft Exchange Server 5.5 or greater installed on your network. |
2. | Network access to the Organizational Forms Library in Exchange. |
3. | Permission to publish forms to the Organizational Forms folder. |
If these conditions are not true, see your Exchange Administrator to get permissions or publish the form in your Personal Forms Library.
To publish the form:
1. | If it is not already highlighted in your folder list, select the POForm folder. |
2. | Click on the + sign in front of the POForm folder, and then click on the message Purchase Order. |
3. | Select New Purchase Order Request from the Actions menu. |
4. | On the form, click on the Tools menu. |
5. | On the Tools Menu, click on Forms. |
6. | On the Forms submenu, click on Publish Form As. |
7. | In the Look In box on the Publish Form As dialog box, select Organizational Forms Library or Personal Forms Library as appropriate. |
8. | In the Display Name field, type Purchase Order Request. |
9. | Click the Publish button. |
10. | In the Microsoft Outlook dialog box, click Yes to clear the Save Form Definition with Item checkbox. |
11. | Close the Purchase Order Form without saving changes. |
You have now installed, stored, and published the Purchase Order Request form to a forms library. If you selected the Organizational Forms Library, everyone with permission to see this library may now use this form. If you selected the Personal Forms Library, the form is not available to other users. This form includes generic elements for typical Purchase Order Request forms. See Customization Instructions to modify these elements for your specific use.
Troubleshooting FAQ's for Exchange Administrators
I do not have an Organizational Library available in Outlook.
If you cannot see the Organizational Forms Library, make sure that it has been activated in Exchange. To find out more about starting the Organizational Forms Library, refer to Help in Microsoft Exchange 5.5.
The Organizational Library has been installed, but I still do not have access.
If you cannot get to Organizational Forms Library, make sure your Administrator has given you appropriate permissions. Permissions to the Organizational Library are set in Microsoft Exchange Administrator.
I cannot find a form in the Organizational Forms Library.
Make sure the form was correctly installed in the Organizational Forms Library. If the form is installed in your Personal Forms Library, open the form in Design mode and publish the form in the Organizational Forms Library.
Uninstall Instructions for Exchange Administrators
To remove the form from your forms library:
1. | From Outlook, select the Tools menu, and then click Options. |
2. | In the Options dialog box, select the Other tab. |
3. | Click Advanced Options to open the Advanced Options dialog box. |
4. | Click the Custom Forms button to open the Options dialog box, and then click the Manage Forms button to open the Forms Manager dialog box. |
5. | In the Forms Manager dialog box, make sure that the appropriate forms library is showing. If not, click Set. From the Forms Library drop-down list, select the appropriate library. |
6. | Select Purchase Order Request, and then click the Delete button. This should remove the Purchase Order Request form from the list of available forms in the library. |
You have now deleted the form from your forms library, however the installation files may still exist on your computer. To delete these files, close Outlook and then go to the folder where you installed the files. Delete these files:
| • | POForm.exe |
| • | POForm.pst |
| • | POForm_Readme.rtf |
