Using Purchasing Options

Use the Purchasing Options screens to set system-wide settings to implement your company's purchasing and receiving policies and procedures.

Within Purchasing Options you can control what prints on the three purchase order forms:

• Purchase order (PO or PC) – The in-house buyer or accounting copy
• Receiver copy (PR) – The floor copy used to record the receipt of the purchase order
• Vendor copy (VC) – The copy to send to vendor.

The information that prints on each form is controlled in the “what prints on” section of Purchasing Options and in the item info tag setting. User Options and User Security control which functions the user has rights to access, which forms the user can print, and which header fields to include when entering purchase orders, eliminating many keystrokes during data entry.

Purchasing Options also control whether totes and pallet tracking will be utilized with vendors. The Settlement Purchase order receiving method and default purchase receiving method is set within this option as well. Additionally, Purchasing Options allows users to choose whether or not to use purchase order requests, and work order request purchases when entering sales orders for lotted items in which there is not enough inventory to fill the order. Whether standard cost or market cost for the items changed can be modified during the creation of new purchase orders is also set within Purchasing Options.

Messages can be added to purchase order forms within Purchasing Options. Using forms management, the header and footer can be set for various purchase order forms; the purchase order recipient can also be set within this function. Item info tag information can be maintained from Purchasing Options as well as the inventory label formats.

When you first enter Purchasing Options command options will display:

• Select Change to make changes to the purchasing options.
• Select Messages to access a screen where a number of messages can be entered which will automatically print on purchase orders and vouchers.
• Select Item Info to open the item info page to create/modify item info tags.
• Select Forms to access the Forms Manager for the three purchase order forms.
• Select Labels to modify inventory labels used in Purchasing, Receiving Purchase Orders, Completing Purchase Orders, Inventory Transfers, Planned Transfers, Work Orders, Inventory Adjustments, and Item Inquiry.
• Select Exit to exit the option.

Use the Available Actions links below for more information.

Security Required : System - System Administration