Close Purchases – Can close a purchase order to purchase history.

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

Issue Purchases – Can issue and send PO to vendor.

Receive Purchases – Can receive a PO to inventory.

Unissue Purchases – Can un-issue an issued or received PO.

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

Modify Purchase Orders – Allow user to add to existing POs

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

Export Purchase Orders – Can export POs

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

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

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

  • Open
  • Hold
  • Standing

Non-Inventory Items – User can be set to:

  • Not allowed
  • Prompt
  • Okay

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

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

View Purchasing Communications – Can view the PO Communications.

Edit Purchasing Communications – Can edit PO Communications.

Export Purchasing Communications – Can export PO Communications.

Add Requisitions to Open PO – Requisitions are added to open PO instead of creating a new PO

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

Print After Issue – If selected teh purchase order will print when it is issued

Print After Receiving – If selected a receiving report will print after posting a receipt

Modify GL Transaction – User can modify the GL posting

Modify GL Transaction by Default – User modifies the GL posting by default

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