Entering Purchase Orders Setup Information

Before you add transactions to Purchase Orders, define the transaction-entry templates you want to use and add records for the shipping methods and additional costs (such as service and handling charges) you frequently enter with purchase orders and other transactions.

You do not have to use templates or ship-via codes in Purchase Orders, and you need to add records for additional costs only if you enter these costs as separate amounts on transactions.

Choose icons from the Setup folder to add these records:

Setting up account sets (stand-alone program)

Setting up additional cost codes

Setting up items (stand-alone program)

Setting up ship-via codes

Setting up templates

Setting up vendor details

See also

Designing Purchase Orders codes

Importing and exporting Purchase Orders setup records

Setting up Purchase Orders without Inventory Control (stand-alone)

Steps for setting up Purchase Orders