Set Up Purchase Order for a New Company

 

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Expand/Collapse item  Overview

The Purchase Order Setup Wizard provides several pages of questions and options that help you set up the Purchase Order module for a new company. You must complete this wizard and additional procedures before using the Purchase Order module.

Expand/Collapse item  Before You Begin

Before beginning the Purchase Order Setup Wizard, assemble the following information:

  • Your general ledger chart of accounts

  • A list of miscellaneous charges you commonly incur, vendor quantity discount rates available for inventory items, all shipping addresses for your orders, and landed cost types you track

  • All open purchase orders and back orders that are ready to be entered

  • All receipts, invoices, returns, and material requisitions as of your last closed accounting period that are ready to be entered

 

The following must be set up before you can set up the Purchase Order module:

 

To set up the Purchase Order module for a new company

  1. When you access the Purchase Order module for a new company for the first time, the Purchase Order Setup Wizard appears. Complete the Purchase Order Setup Wizard.

  2. To print a listing of your wizard selections and other module default settings, on the Completing the Purchase Order Setup Wizard page, click Wizard Listing.

  3. To review or change any default options not included in the Setup Wizard, select the "Access Purchase Order Options to change the default settings after clicking Finish” check box.

  1. In the Completing the Purchase Order Setup Wizard page, click Finish.

  1. Review the settings in the Purchase Order Options window and make any needed adjustments.

  2. Complete these additional setup tasks:

  1. To set up shipping addresses for multiple shipping locations, use Ship-To Address Maintenance.

  2. To set up and create miscellaneous, charges, and comment items, use Miscellaneous Item Maintenance.

  3. To set up landed cost types to process cost components for brokerage, duty, and exchange, use Landed Cost Type Maintenance.

  4. To establish pricing structures for specific vendors, product lines, and inventory items, use Vendor Price Level Maintenance.

The Purchase Order module is set up for the new company, and you are ready to process purchase order transactions.

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