Purchase Order Options

 

Window Details

 

How Do I...

Navigation

 

Process Deposits Paid to Vendors

Overview

 

Set Up Purchase Order for a New Company

Fields

 

Print a Report, Listing, or Form

 

Related Topics

 

 

Purchase Order FAQs

Auto Generate from Sales Order Listing

Account Maintenance

Integrating Other Modules with Purchase Order

Purchase Order Entry

Integrate the Job Cost Module with Purchase Order

Receipt of Goods Entry

Sales Order Entry

Return of Goods Entry

Inventory Management Options

Material Requisition Issue Entry

Sales Tax Code Maintenance

Landed Cost Entry

Accounts Payable Options

Hierarchy of Costs

Item Maintenance

Item Vendors Maintenance

Receipt of Invoice Entry

Daily Receipt Registers/Update

Auto Reorder Register

Receipt of Goods Register

Material Requisition Register

Receipt of Invoice Register

Return Order Register/Update

Purge Purchase Order History

Back Order Fill Report

Purge Purchases History by Item and Vendor

Purchase Order Receipt History Report

Purge Purchase Order Receipt History

P/O Period End Processing

Purge Completed or Cancelled P/O Recap

Purchase Order Recap

General Ledger Posting Recap

Purchase Order Number Assignment Listing

 

Navigation

Select Purchase Order Setup menu > Purchase Order Options.

The General Ledger, Common Information, and Accounts Payable modules must be set up before the Purchase Order module can be set up. If you are using inventory, you must also set up the Inventory Management module before setting up the Purchase Order module.

For new companies, you can access Purchase Order Options only after completing the Purchase Order Setup Wizard.

Only one user at a time can access Purchase Order Options. The second user accessing Purchase Order Options will open an inquiry window where fields can only be viewed.

Overview

Purchase Order Options presents a series of options allowing you to maintain features most appropriate for your business. Some of these options are defined during new company setup in the Purchase Order Setup Wizard, but can be maintained in this window. The options defined in the Purchase Order module can have a significant effect on the integration of other modules.

Fields

 

1. Main

 

Days to Retain Completed Purchase Orders

(Integrate with) General Ledger

Automatically Close Partially Received Purchase Orders

(Integrate with) Inventory Management

Receipt Variance to Close Purchase Order Lines

(Integrate with) Job Cost

Post Accounts Payable Invoices

(Integrate with) Bank Reconciliation

Current Calendar Year / Current Fiscal Year

(Integrate with) Work Order

Current Period

 

 

 

2. Additional

 

Post Registers to General Ledger in Detail

Special Item Cost

Receipt and Return Comments

Payable Deposit

Material Requisition Comments

Prepaid Freight Expense

Material Requisition Expense

 

 

 

3. Generate

 

Combine Sales Orders by Vendor

Prompt to Generate Purchase Order on New Sales Orders

Use Sales Order Number as Purchase Order Number

Sort Purchase Order Lines By

Apply Incremental Value to Purchase Order No. At

Ship-To Address

Base PO Header Required Date On

Ship Via

Base PO Lines Required Date On

FOB

Print Auto Generate Listing Sorted by Customer Number

Confirm To

Print Purchase Order Number Assignment Listing

E-mail Address

Access Purchase Order Entry After Generation

COGS Accounts for Drop Ship Lines

Print Purchase Orders After Generation

Alias Item Number for General Types

Enable Purchase Order Generation During Sales Order Entry

 

 

 

4. Entry

 

Description

Next Automatic Return of Goods Number

Enable

Next Automatic Material Requisition Number

Next Batch

Default Warehouse for Purchase Orders

Next Automatic Purchase Order Number

Default Bank Code for COD Payments

Next Automatic Receipt of Goods Number

Allow Entry of Sales Tax and Freight Entry Without an Invoice

Next Automatic Receipt of Invoice Number

Apply Discounts to Sales Tax and Freight

 

 

5. Line Entry

 

Allow Entry of Landed Cost

Allow Qty Received or Invoiced to Exceed Qty Ordered

Allocate Freight on a Line Item Basis

Include All Drop Ship Line Items

Include Allocated Cost in Default Unit Cost

 

 

 

6. Printing

 

Print Usage Information on Auto Reorder Register

Print Bar Code Purchase Order Receivers

Print Landed Cost Allocation Detail on Register

Sort Report By

Print Order Comments on Registers

Only Print Items Received

Print Tax Journal in Detail

Include All Sales Order Lines

Print Tax Detail on Registers

Redisplay Source Document After Quick Printing

Print Return Orders

 

 

 

7. History

 

Retain Purchase Order History

Retain Receipt History

Retain Deleted Orders

Retain Comment Lines in Receipt History

Retain Deleted Lines for Orders

Purge Purchase Order Recap at Period End

Years to Retain Purchase History by Item and Vendor

 

 

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