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.