Setting Purchasing Options

From the Tools menu, select Options to open the Options window.

In the left pane of the window, click on Purchasing to display a Purchasing region in the right pane.

Enter the appropriate information:

Uninvoiced receiving account: Holding account for inventory received on purchase orders that have not yet been invoiced.

Uninvoiced returns account: Holding account for inventory shipped or received on an RTV (Return to Vendor) order and not yet credited or invoiced.

Show cost information on order receipt: When checked, the Cost, Discount, and Freight fields display on the order receipt.

Next order number: Number of the next purchase order.

Set need by date to: Number of days required to receive the purchased items at your location.

Default purchaser: Default purchaser in your company, if any.

Include Claim Number on Purchase Order: When checked, the Claim Number field displays on the purchase order.

Include ABCD Number on Purchase Order: When checked, the ABCD number field displays on the purchase order.

Require Approval before PO can be sent and received: When checked, personnel cannot receive or send a purchase order that has not been approved.

Allow auto fulfillment of quantities when receiving a PO: When checked, the Receive Purchase Order window displays the [Update receive quantities] button.

Allow the addition of new items when receiving a PO: When checked, users can add items to an inventory receipt that were not on the purchase order.

Default 'Update the cost for this vendor' to checked: When checked, during the purchase order receiving process, e-automate examines the inventory item to determine if the vendor exists on the Vendors tab of the item. If the vendor exists, e-automate updates the cost on the item to match what was received on the purchase order. If the vendor is not on the item record, e-automate will add the vendor to the item with the received cost. When the purchase order invoice is created, e-automate updates the item record with the most recent paid cost on a purchase order invoice. This setting is set per item on a purchase order and can be changed line by line for each use of a purchase order. The status set on a purchase order line item carries over to the purchase order invoice.

Lock Purchase Order after printing: When checked, purchase orders are locked after printing or being emailed.

Popup any messages immediately upon selection: When checked, any messages added on the purchase order Messages tab are popped up in a display window during all receipts associated with the purchase order.

Enable PO revision tracking: When checked, the system will create a revision number if the PO is locked. If it is unchecked the system does not allow you to check the [Full Edit] button once the PO is locked.

Print picking list: When checked, if the items on a purchase order receipt are linked to a sales transaction, e-automate will automatically request to print the sales picking list upon creation of the purchase order receipt.

Print packing list: When checked, if the items on a purchase order receipt are linked to a sales transaction, e-automate will automatically request to print the sales packing list upon creation of the purchase order receipt.