Purchase Order Options Home | FAQs & Troubleshooting

 

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