Purchase Order Processing Help
Use Set Options command to specify options and controls that affect the operation of the Purchase Order module's processes and functions. Your setup strategy will determine the order in which you complete the option settings. Once you begin using the system, you should be very wary of changing any options. For example, amending the settings after transactions have been processed might have an adverse affect on the way existing data is presented or processed. The Set Options command is an exclusive process. That means you cannot change option settings while other forms or processes that involve the Purchase Order module are active.
Box |
Description |
|---|---|
Create Supplier Product |
An option that determines whether you want to be able to add the supplier record to the product file for the item being ordered. When creating purchase orders, the application checks that an entry exists in the product file for the item being ordered from the supplier. If no entry exists, a warning appears. |
Override PO Number |
An option that determines whether you can enter a purchase order number manually when creating a purchase order. If you leave the order number blank, the application generates a number automatically. |
Do Not Hold PO Images |
An option that determines whether you want to keep the image of purchase order records for views in other modules. If you leave this option cleared, an image of the purchase order is stored every time an order is created or amended. If you do not need purchase order images, selecting this option will prevent the image being stored. |
Print Orders as Entered |
An option that determines the order in which direct purchase orders are printed. If you select this option, purchase orders are printed in the order in which they are entered. If the option is cleared, purchase orders are printed in product or stock item sequence. The print will consolidate order lines having identical product or stock items, descriptions, warehouses, and delivery dates. Warehouse only apply if you have the multi-warehouses feature activated. |
An option that determines whether the application removes purchase orders that have been invoiced but not delivered, when you use the P.Orders - Utilities - Reorganise command. |
|
Allow Suppliers with Products to be Dormant |
An options that determines whether a supplier can be marked as dormant if it has supplier product records linked to it. The dormant status for a supplier is set on the Terms form that is opened from the Action menu on the Purchase Ledger - Processing form. |
Next Purchase Order |
The number of the next purchase order. The application automatically assigns this number to the next order you create using the Processing command, and then increments it ready for the next one. |
Display Documents for Last xxx Months |
The number of months up to which documents are listed in the P.Orders - Processing command. This is based on your computer’s system date, so if you enter ‘3’ for this option, the grid will display only the last three months of documents for the supplier. If you enter ‘6’, the last six months are displayed, and so on. You can override this on the Processing form by clicking the Show All button. The button is then renamed to Show Defined. |
Next Model Number |
The number of the next uncommitted purchase order document or purchase order model. The application automatically assigns this number to the next model record you create using the Model command on the Processing form or on the Model commands on the Documents form. |
Next Document |
The number of the next uncommitted purchase order document. The application automatically assigns this number to the next document record you create using the Documents command, and then increments it ready for the next one. |