Purchase Order Settings
Purchase Order processing rules are set in the User Maintenance > Purchase Orders location.
Please ensure you have access privileges to modify User Maintenance.
Select Default PO Settings
Navigate: Costing > Purchase Orders > Settings
| Field name | Description |
|---|---|
| Digits | Number of digits to be used in making up the purchase order number. Leading zeros are automatically added where necessary. The user cannot change these numbers unless "allow special numbers" option is selected. |
| Allow special numbers | Allows special number eg you may wish a prefix for some supplier POs |
| Last number used | Only available if number is generated by JobBag. Either:
|
| Require amount on PO | When marked, the user is unable to create a purchase order without creating a dollar amount(s). |
| Require either amount OR percent | When marked, the user is unable to create a purchase order unless either a dollar amount or a percentage amount is entered for each line. Note: You cannot enter both dollar amounts and percentages on an order. The percentages only apply to orders for which the amount is not known when it is created. |
| Automatic GST calculation | When marked, causes an automatic calculation of GST to be added to the purchase order. |
| Automatically approve the PO if the user has got the approval rights | When marked, POs are created as "approved" - if the user has the privilege to approve PO |
| Email Approval Request | When marked, a user who does not have approval privileges, has the option to request email approval for purchase orders he is creating |