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The Purchasing System tab represents a number of prompts which define variances and default preferences within the purchasing module.
The Purchasing System tab has the following options:
•Edit
Use the following steps to edit the purchasing system options:
1. Click on the System tab, click Settings, and select Purchasing.
2. Click on the Purchasing System tab.
3. Click on the Edit button to make fields available.
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4. If applicable, select or deselect the Allow Over Budget Purchase Orders selection box. This selection box is selected by default.
5. If applicable, enter or update the Budget Tolerance field.
The budget tolerance is defined by the user. If this field is left at 0.00, there will be no tolerance checking. To activate, enter a % tolerance amount.
6. If applicable, in the Buyer Status section, select one of the following radio buttons: Original Buyer or On Behalf Of.
7. If applicable, select or deselect the Default Invoice Price to Order Price selection box. This selection box is selected by default.
8. If applicable, in the PO #'s Location Code From section, select one of the following radio buttons: Requisition Ship To or PO's Ship to.
9. If applicable, enter or update the Measure Default.
The value entered in this field will display as a default measurement on requisitions, purchase orders and stock items.
10. If applicable, enter or update the Purchase Price Variance.
Entering a numeric value will cause the Invoice process to display a warning message, if the invoice price exceeds the PO price by this amount. Leaving the field at 0.00 is no variance applied.
11. If applicable, enter or update the Quantity Default.
The value entered in this field will display as a default quantity on requisitions, purchase orders and stock items.
12. If applicable, select or deselect any of the following selection boxes: Enable Email Feature, Enable Fax Feature and/or Fax Cover Page Enabled.
Note: If the Fax Cover Page Enabled selection box is selected, the Upload Fax Cover Page Attachment field will become visible and mandatory. Click on the Select button to enter or update the cover page, or click on the Delete button to remove a cover page selection.
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13. If applicable, select or deselect the Standard Attachment Enabled selection box.
Note: If the Standard Attachment Enabled selection box is selected, the Upload Standard Attachment field will become visible and mandatory. Click on the Select button to enter or update the cover page or click on the Delete button to remove a cover page selection.
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14. In the PO Numbering in Buyer's In Basket section, select one of the following radio buttons: Auto-Generate PO # or Create PO # same as Req #.
Note: If the Create PO # same as Req # radio button is selected, the Include Fiscal Year selection box will not be available.
15. If applicable, select or deselect the Include Fiscal Year selection box.
16. Enter a note in the New Note field.
Note: Notes entered in this field will be saved and may be viewed in the Notes History section and are read-only.
17. Click on the Save button to confirm the changes or click on the Undo button to remove all input information and reset the fields to their default values.