| Start on first block of fields on left |
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| Column 1 - 4 |
Legend:
PU – Purchasing
PO – Purchase orders
PR – Receiving purchase orders
PC – Completing purchase orders
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| Print Purchase Order From: |
Print purchase order from PU, PO, PR, and/or PC: Y = using, N = not using. |
| Print Receiver Copy From: |
Print purchase order receiver copy from PU, PO, PR, and/or PC: Y = using, N = not using. |
| Print Vendor Copy From: |
Print the vendor copy of the purchase order from PU, PO, PR, and/or PC: Y = using, N= not using. |
| Add Charges From |
Add charges on purchase orders from PU, PO, PR, and/or PC: Y = using, N = not using. See Purchase Order Charges. |
| Print Labels in Purchasing |
Print inventory labels from PU, PO, PR, and/or PC: Y = using, N = not using. See Adding Labels.
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| Ask Totes in Purchasing |
Enter totes exchange information from PU, PO, PR, and/or PC: Y = using, N = not using. See Totes and Pallets. |
| Ask Pallets in Purchasing |
Enter pallet exchange information from PU, PO, PR, and/or PC: Y = using, N = not using. See Totes and Pallets. |
| Change UOM |
Change Unit of Measure in PU or PO. Y = Allow changes, N = Not Using |
| Checks |
Ask for Checks in Purchasing. Y = Using, N = Not Using. |
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| Use Settlements |
Use purchase order types of standard and/or settlement: Y = using, both purchase order types will be used, N = not using, only the purchase order type specified below will be used. See Purchase Orders. |
| Use Settlement Variances |
Option to turn off Settlement Variances: Y= Use settlement variances, N = Not using and do not show. See Receiving Settlement Purchase Orders |
| Default Purchase Order Type |
Default the purchase order type as: S = standard purchase order, or I = settlement purchase order. See Purchase Orders. |
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| Use Requests |
Allow use of purchase order requests, and production requests in sales orders when there is not enough available inventory to commit the ordered quantity in sales orders: N = not using, Y = using. (See Purchase Orders and Sales Orders) |
| Use Pad |
Use pad to automatically increase the inventory value when entering and receiving purchase orders: N = not using, Y = using. The default rate applied to an item is defined in Item. |
| Pad Visibility |
The pad can be: 1 = hidden (user does not see the pad on the purchase order), 2 = visible but not changeable (user can see the pad setting but not change it), 3 = visible and changeable (user can see and change the pad setting). |
| Pad Unit |
The pad calculation based on: L = a per pound charge on the items, or P = a percentage of the item cost. |
| Pad Value Type |
The pad value adjustment type. See Cost Adjustment Types. |
| Use Shrink |
Use shrink to automatically increase or decrease the quantity added to inventory versus the quantity to pay when receiving purchase orders: N = not using, Y = using. |
| Shrink Visibility |
Shrink can be: 1 = hidden (user does not see the shrink on the purchase order), 2 = visible, but not changeable (user can see the shrink setting but not change it), 3 = visible and changeable (user can see and change the shrink setting). |
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| Save Vendor Charges in PO |
Charges can be associated with the vendor for the next purchase when updated and saved in PO or PU. Y = Using, N = Not Using |
| Check Charge Tolerance in PO |
Checks tolerance against charges within PO and PU. Y = Using, N = Not Using. |
| Allow Zero Value Purchase Order |
Allow Purchase Order with inventory with zero value. Y = Allow for zero value inventory, N = Do not allow zero value inventory. |
| /// Text Print Options |
"///" purchase order line text print options can be: Y = the line text can be either the internal text (purchase order and purchase order receiver), the vendor copy text, or both, N = print text lines on all copies. |
| Vendors by ID or Name |
Vendors are sorted in the selection list by: I = vendor ID code, N = vendor name. |
| Print Labels by PO |
Print Inventory labels in Settlement PO's upon updating the received PO in a batch: N = Not Using - do not Print inventory labels when updating the PO, Y = print the inventory labels when updating the PO based on the inventory label defaults or item overrides, A = Ask - prompt the user to print the inventory labels upon updating the PO. See Adding Labels. |
| Print Labels by Lot |
Print Inventory labels in Settlement PO's based on the individual lots received as each lot is received : N = Not Using - do not Print inventory labels by lot when receiving the PO, Y = print the inventory labels by lot when receiving the PO based on the inventory label defaults or item overrides, A = Ask - prompt the user to print the inventory labels by lot upon receiving the PO. See Adding Labels. |
| Require Invoice Number |
Requires the vendor's invoice number to make a purchase order ready to pay in completing purchase orders: N = not using, Y = using vendor invoice number required. |
| Inactivate Vendor Days |
Number of days without vendor activity before setting the vendor to inactive: 0 = not using, otherwise the number of days. |
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| Company Dealer ID |
Company dealer ID or license number. |
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| Options Purchase Order Date: |
Optional date field can be named and actived on the Purchase Order by entering any value. If no value is provided then this feature is hidden. |
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| Print Labels by PO |
Print Inventory labels in Settlement PO's upon updating the received PO in a batch: N = Not Using - do not Print inventory labels when updating the PO, Y = print the inventory labels when updating the PO based on the inventory label defaults or item overrides, A = Ask - prompt the user to print the inventory labels upon updating the PO. See Adding Labels. |
| Print Labels by Lot |
Print Inventory labels in Settlement PO's based on the individual lots received as each lot is received : N = Not Using - do not Print inventory labels by lot when receiving the PO, Y = print the inventory labels by lot when receiving the PO based on the inventory label defaults or item overrides, A = Ask - prompt the user to print the inventory labels by lot upon receiving the PO. See Adding Labels. |
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| Starts block of fields on right side of screen |
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| Column 1 - 4 |
What prints on
Legend:
PO – In-house or accounting purchase order copy
PR – Purchase order receiver copy
PC – Complete or accounting copy of the purchase order
VC – Vendor copy
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| Print Item ID on: |
Print the item ID on PO, PR, PC, and/or VC copies: N = not using, Y = using full eight digit item ID, S = the three digit item group ID. |
| Print Line Text on: |
Print the purchase order line text on PO, PR, PC, and/or VC copies: N= not using, Y = using. |
| Print /// Text on: |
Print the free purchase order line text on PO, PR, PC, and/or VC copies: N = not using, Y = using. |
| Print Totes on: |
Print tote exchange information on PO, PR, PC, and/or VC copies: N = not using, Y = using. |
| Print Pallets on: |
Print pallet exchange information on PO, PR, PC, and/or VC copies: N = not using, Y = using. |
| Print Charges on: |
Print the purchase order add-on charges on PO, PR, PC, and/or VC copies: N = not using, Y = using. |
| Print Time Stamp on: |
Print the date and time stamp on PO, PR, PC, and/or VC copies: N = not using, Y = using U = only the User Name, B = both the User Name and Date and Time.. |
| Print Tally Lines on: |
Print tally lines on PO, PR, PC, and/or VC copies: N = not using, Y = using, if the item tally setting is set to yes. |
| Print Trace |
Print the supplier Trace id, Trace source product item code, Trace PO and next used source product attribute onPO, PR, PC, and/or VC copies: N = not using, Y = using. See Trace Overview for more information. |
| Print Physical Location on: |
Print the item's physical location setting on PO, PR, PC, and/or VC copies: N = not using, Y = using. |
| Print Slot on: |
Print the slot number on PO, PR, PC, and/or VC copies: N = not using, Y = using. See Slots. |
| Print Lot Price on: |
Print the lot price on each lot received on individual lot type purchase orders on PO, PR, PC, and/or VC copies: N = not using, Y = using. |
| Print Old Item ID on: |
Print the item's old item ID on PO, PR, PC, and/or VC copies: N = not using, Y = using. |
| Spacing: |
Verbose printing of line spacing on Purchase Order and Purchase Receiver Lines. Y = add blank line between items, N = Not using. |