Selecting Processing Options
Use the Processing tab of the Options form to record whether your Purchase Orders system:
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Permits entry of transactions using item numbers that are not included in Inventory Control (Allow Non-inventory Items option). See Allowing entry of non-inventory item numbers.
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Saves transaction history (all details of posted transactions) to a file for reporting (Keep Transaction History option). See Accumulating purchasing history and statistics for reporting.
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Keeps a list of all the vendors from whom you purchase individual items (Accumulate Purchase History option). See Accumulating purchasing history and statistics for reporting.
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Saves statistical totals from posted transactions (Accumulate Statistics option). See Accumulating purchasing history and statistics for reporting.
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Requires requisition approval before they can be added to purchase orders. See Requiring approval for requisitions.
This tab also lets you:
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Enter a code that sets the default information to appear in fields you enter on a purchase order or requisition (Default Template Code). See Assigning a default template code.
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Select the costing method by which to display default item costs on transaction detail lines (Default Item Cost), if you use Inventory Control. See Assigning a default item cost. (If you do not use Inventory Control, the default item cost is set to Vendor Cost.)
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Set the following options for items, if you do not use Inventory Control:
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Choose whether to process transactions that use fractional quantities of items.
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Set the weight unit of measure that Purchase Orders will use to allocate additional charges to items by weight. If necessary, you can change the weight unit of measure after setting up your system. However, if you have entered any weights in item records, you will need to change them so they correspond to the new unit of measure.
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Set the default aging periods by which the program groups outstanding orders on reports. See Defining aging periods.
You also use the Processing tab to check the functional currency for the ledger and the choice for the Multicurrency option. In multicurrency systems, you can specify a default rate type. See Specifying currency information.
See also
Selecting Document Numbering options
Selecting G/L Integration Options
Setting Up Purchase Orders without Inventory Control (stand-alone)