Overview
Vendors Purchasing tab defines settings for the Purchasing module on a per-vendor basis.
While Global Settings establishes system-wide configurations, settings made here further define key points of setup for each vendor used in the Purchasing module.
Unless noted, settings made here are considered additive (as apposed to overrides) to the configurations in Global Settings.
So, for instance, when a Purchase Order is created for a specified vendor, the allowable Ship To addresses are defined by the sum of address categories defined in Global Settings + Vendors.
Field Descriptions
| o | Default Bill To - Bill To address to include on Purchase Orders. Overrides Global Settings>Purchasing tab Default Bill To. |
| o | Allow Override - When checked, Default Bill To can be overridden on the Purchase Order |
| o | F.O.B. - Freight on Board terms. List is defined in AD>List Management |
| o | Shipping - Shipping terms. List is defined in AD>List Management |
| o | Purchases Require PO - When checked, PO's are a prerequisite for entering a Purchase Journal |
| o | Single Project per PO - When checked, all lines on a single Purchase Order must charge the same project |
| o | Require Items on PO - When checked, all lines on a Purchase Order must be assigned an Item Code. |
| o | PO Approver Override - Designates a vendor-specific approver |
| o | Allow Override on PO - When checked, the PO Approver can be overridden on the Purchase Order |
| • | PO Address - Default address for Purchase Orders created for the loaded vendor |
| • | Approval Requirement Conditions - Defines a set of criteria for determining if a Purchase Order line-item requires approval. Rules can be further defined per Vendor and/or Purchase Item. |
| o | Require All Conditions - When checked, all criteria must be met to require approvals |
| • | Allowable Ship To - Defines where a Purchase Order item can be shipped. Alternatively, a Specific Address can also be listed. |
| o | Overridable on PO - When checked the Ship To address can be overridden on the Purchase Order |
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