Set up Purchase Order Processing

Use the setup process to select the settings to customise the Purchase Order Processing module to meet your company's needs.

Use the purchase order processing settings to answer questions such as:

• Do I want to generate purchase order numbers automatically?
• Do I want to amend nominal codes and analysis codes during order entry?
• Do I want to store cancelled order information for future purchase analysis?
• Do I want a copy of all purchase orders for office use?
• Do I want deliver direct from my supplier to my customer?
• Do I want to authorise my purchase orders?
• Do I want to check my budgets when I authorise purchase orders?
• Do I want supplier and nominal accounts to be mandatory when you enter a purchase requisition?
• Should purchase requisition authorisers be allowed to amend purchase requisitions submitted by other people?

You will be able to change some settings after you start using the Purchase Order Processing module, any changes to the settings will only apply to new data.

Once you have entered your settings you can:

• Set the options for:

  • Analysis codes.

    Choose which analysis codes you want associate with your purchase orders.

  • Direct delivery of stock items.

    Choose whether stock items can be delivered direct to your customer from the supplier.

  • Additional charges.

    Set up defaults for additional charges that you use regularly, such as carriage and insurance.

  • Disputed invoices and credit notes.

    Set up default reasons for disputing your purchase invoices.

• Set up purchase order authorisation rules.

  Use these to specify which orders will require authorisation and who will authorise them.

• Set up purchase requisition authorisation rules.

  Use these to specify who must authorise a request before it can be ordered.

• Set options for purchase requisitions.

  Use these to specify the required details in purchase requisitions, and whether authorisers can amend requisitions.