Steps for Setting Up Purchase Orders

Sage ERP Accpac Purchase Orders 6.0

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Steps for Setting Up Purchase Orders

Before you can set up Purchase Orders, you must install the following Sage ERP Accpac programs: System Manager (with Bank Services and Tax Services), Accounts Payable, and (if you use them) General Ledger and Inventory Control. Then install and activate Purchase Orders.

You must also create a company database and choose company-wide options in Common Services, and activate Tax Services, then add information about the taxes used in your Purchase Orders system.

If needed, add information about the currencies used in your Purchase Orders system.

Step 1: Activate Purchase Orders, select options, and add background information and optional fields

  1. Activate the Purchase Orders program for your data.

  2. Use the Options form to specify how your system will operate.

  3. Use the G/L Integration form to specify how your Purchase Orders program will integrate with the General Ledger module.

  4. Design coding schemes for your Purchase Orders records.

  5. Add records and print reports for:

    Account sets (stand-alone program)
    Additional cost codes
    Items (stand-alone program)
    Optional Fields
    Ship-via codes
    Templates
    Vendor contract costs
    Vendor details (stand-alone program)
    Weight Units of Measure (stand-alone program)

Step 2: Design the formats for your printed and e-mailed forms

Design and test formats for printing requisitions, purchase orders, receiving slips, returns, and mailing labels, or adapt the sample formats to print on your own forms.

Design and test e-mail messages for purchase orders and purchase returns.

Step 3: Add current transactions

  1. Add outstanding requisitions.

  2. Add outstanding purchase orders.

  3. Add current invoices, receipts, credit notes, debit notes, and returns.

  4. Print reports of the transactions you added (optional).

Step 4: Add historical transactions and statistics (optional)

  1. Add purchasing history for previous periods and years.

  2. Add purchasing statistics for previous periods and years.

  3. Print the Purchase History and Purchase Statistics reports.

See also

 

Choosing Purchase Orders options

Choosing G/L Integration options

Creating E-Mail Messages

Creating formats for printed forms

Entering current requisitions and purchase orders transactions

Entering Purchase Orders setup information

Setting up optional fields

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

Using multicurrency accounting in Purchase Orders

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