Access Purchase Orders – Can get into POs and the PO module will be on the main menu.

Add Purchase Orders – Allow user to add POs

Add to Existing Purchase Orders – Allow user to add to existing POs

Allow change Phase – User can edit the phase that a PO is currently in.

Allow increment phase – User can move a PO to the next phase by clicking the button in the PO or on the PO list.

Close Purchase Order – Can close a purchase order to purchase history.

Default Order Status – User can have a default status of:

  • Open
  • Hold
  • Standing

Default Phase – The default phase that a PO gets set to for the user.

Delete Purchase Order – Allow user to delete an unissued or non received PO.

Edit Purchase Tax Flags – Allow user to change the default taxes that were added from the vendor.

Edit Purchasing Notes – Can edit PO notes.

Export Purchase Orders – Can export POs

Issue Purchase Orders – Can issue and send PO to vendor.

Modify Purchase Orders – Can modify a PO.

Non-Inventory items – User can be set to:

  • Not allowed
  • Prompt
  • Okay

Post Invoice to AP – User will be prompted to create an invoice to accounts payable.

Receive Purchase Orders – Can receive a PO to inventory.

Un-issue Purchase Orders – Can un-issue an issued or received PO.

Vendor Order No Required – Requires the user to enter a vendor order number before saving the PO.

View Purchasing Notes – Can view the PO notes.

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