Overview
The Purchasing tab governs global setup and configuration for the Purchasing Module. Applets affected by these settings include:
Field Descriptions
| • | Use Purchase Orders - Enables the use of the Purchasing Module and related applets and fields |
| • | Enable Receipt of Goods - Enables the Receipt of Goods feature with the ability to mark ordered items as received. |
| • | Enable Vendor Shipping Address - Enables the use of Vendor Allowable Ship To rules for defining Shipping addresses available to Purchase Orders. Defined via AP>Vendors>Purchasing tab. |
| • | Enable Employee Shipping Address - Enables the use of Employee Allowable Ship To rules for defining Shipping addresses available to Purchase Orders. Defined via HR>Employees>Purchasing tab. |
| • | Custom Comment Box 1 Label - Defines the InFocus label text for the top custom comment box in the PO>Purchase Order applet |
| • | Custom Comment Box 2 Label - Defines the InFocus label text for the bottom custom comment box in the PO>Purchase Order applet |
| • | Use Purchase Order Approval - Enables approvals for Purchase Order items. Left unchecked, all Purchase Orders are auto-approved. |
| o | Employee PO Approver - Approvals are made by an employee-assigned approver. Defined via HR>Employees>Purchasing. |
| o | Employee Timesheet Approver - Approvals are made by an employee-assigned Timesheet Approver(s). Defined via HR>Employees>Accounting/Rates. |
| o | Project Responsible - Approvals are made by the project-assigned Project Leader (e.g. Project Manager, Project Accountant, Principle-in-charge). Defined via PA>Projects>Members. |
| • | Allow Purchase orders to be included in Sales - Enables the ability to pre-bill Purchase Orders |
| o | ICC - Allow for ICC expense. Default Bill Status is also defined. |
| o | OCC - Allow for OCC expense. Default Bill Status is also defined. |
| o | ODC - Allow for ODC expense. Default Bill Status is also defined. |
| o | PO AP Account - Default AP Account to use in the Purchase Journal entry |
| o | PO Liability Account - Default PO Liab. Account to use in the Purchase Journal entry |
| • | Default Bill To - Bill To address to include on Purchase Orders |
| o | Overridable on Purchase Order - When checked, Default Bill To can be overridden on the Purchase Order |
| • | Default Allow Shipping To - Defines where a Purchase Order item can be shipped to. Alternatively, a Specific Address can also be listed. This can be further defined per Employee and/or Vendor. |
| o | Overridable on Purchase Order - When checked, Default Bill To can be overridden on the Purchase Order |
| • | Global Approval Rules - Defines a set of criteria for determining if a Purchase Order item requires approval. Rules can be further defined per Employee and/or Purchase Item. |
| o | Approval Require All - When checked, all criteria must be met to require approvals |
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