Purchase order preferences (PO101000)

The number series used for assigning order numbers to purchase orders of the Blanket type.

This field is only displayed if the Blanket and standard purchase orders functionality is enabled in the Enable/disable functionalities (CS100000) window.

When this check box is selected, the system will validate totals for purchase receipts on entry.

When this check box is selected, you have to validate the total amounts of purchase orders with the Normal and Standard types on entry.

When this check box is selected, the system will validate the total amount for purchase orders with the Blanket type on entry.

This check box is displayed if the Blanket and standard purchase orders functionality is enabled in the Enable/disable functionalities (CS100000) window.

When this check box is selected, the system will validate totals for purchase orders with the Drop-ship type during data entry.

This check box is displayed if the Drop shipments functionality is enabled in the Enable/disable functionalities (CS100000) window.

• Inventory account
  For stock items, to record the variance amounts to the inventory accounts, thus updating the costs.
  For non-stock items, to record the variance amounts to the expense account.
• Purchase price variance account
  For stock and non-stock items, to record any variance amounts to the purchase variance accounts.

This field is available if Inventory is selected in the Allocation mode field.

This check box determines the default value for the Create invoice check box in the Purchase receipts (PO302000) window; the user creating a receipt can override this value if needed for the particular receipt.

For the convenience of users, select this check box if invoices should be generated automatically for most receipts. Clear this check box if users should enter invoices manually for most receipts.

The default account to be used to accrue the freight expenses incurred in purchasing.

The freight amounts from purchase order lines with the Freight type and no ship via code specified in the Supplier location column will be posted to this account.

• the purchase receipt is released,
• the line is deleted from the purchase receipt.

If you do not want a purchase order line to be completed when it is deleted from a purchase receipt, but you still want purchase order lines to be completed upon release of the purchase receipt, select Complete purchase order line in the Purchase receipts (PO302000) window.

When this check box is selected, purchase receipts will be saved with the On hold status by default.

If the check box is cleared, the documents will be saved with the Balanced status by default.

When this check box is not selected, service lines are not copied from a purchase order to the corresponding purchase receipt. Also, they cannot be added manually to the purchase receipt by clicking Add purchase order or Add purchase order line in the Purchase receipts (PO302000) window. Service lines are invoiced directly from the purchase order. After a purchase invoice has been prepared for a purchase order line, it is not possible to create a second unreleased invoice for this line.

When this check box is selected, service lines are copied to a purchase receipt prepared for a purchase order that includes these lines; these lines cannot be invoiced directly from the purchase order.

When this check box is not selected, service lines are not copied from a drop-ship order to the corresponding purchase receipt. Also, they cannot be added manually to the purchase receipt by clicking Add purchase order or Add purchase order line in the Purchase receipts (PO302000) window. Service lines are invoiced directly from the drop-ship order. After a purchase invoice has been prepared for a purchase order line, it is not possible to create a second unreleased invoice for this line.

When this check box is selected, service lines are copied to a purchase receipt prepared for a drop-ship order that includes these lines; these lines cannot be invoiced directly from the purchase order.

When this check box is selected, the expense subaccount shown for each non-stock item listed on a document will be updated when the document is assigned to another owner.

The expense subaccount is combined (according to the posting class of the expense) from multiple related subaccounts, including (if applicable) the subaccount associated with the employee handling the order or receipt.

When this check box is selected and a barcode scanner is used, lines will be added to purchase receipts automatically once a barcode is scanned or entered.

The selected option is used as the default option for the Add receipt line dialog box, which is called from the Purchase receipts (PO302000) window when you click Add line on the Document details tab.

The selected option is used as the default option in the Add receipt line dialog box, which is called from the Purchase receipts (PO302000) window.

When this check box is selected, the item quantity will be increased by one unit each time an item barcode is entered into the system, manually or by using a barcode scanner.

• Branch
  To use the address of the branch associated with the order as the default destination.
• Warehouse
  To use the address of the warehouse associated with the order as the default destination.

This field is only displayed if the Multiple warehouses functionality is enabled in the Enable/disable functionalities (CS100000) window.

• Open quantity
  To specify an item quantity from a purchase order or an order line added to the receipt.
• Zero
  To set zero quantity so that the users have to type the quantity manually.

The report that, by default, will be used to structure the information available in a purchase order.
For the email, the report will be used as the email's body (or attachment), if a report is used rather than an email template.

• Primary
  The primary contact of the supplier.
• Remittance
  A remittance contact of the supplier.
• Shipping
  A shipping contact of the supplier.
• Employee
  An employee of your company who handles the documents of the specific supplier classes or specific suppliers, or is otherwise associated with either of them.

The specific contact.

This column is not used for supplier contacts or the Primary, Remittance, and Shipping settings in the Contact type column.
If you have selected the Employee type, you can select one of your company's employees here; this person will receive all emails generated for this mailing in the Purchases workspace, if the mailing is active.