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
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Activate the Purchase Orders program for your data.
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Use the Options form to specify how your system will operate.
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Use the G/L Integration form to specify how your Purchase Orders program will integrate with the General Ledger module.
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Design coding schemes for your Purchase Orders records.
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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
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Add outstanding requisitions.
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Add outstanding purchase orders.
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Add current invoices, receipts, credit notes, debit notes, and returns.
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Print reports of the transactions you added (optional).
Step
4: Add historical transactions and statistics (optional)
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Add purchasing history for previous periods and years.
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Add purchasing statistics for previous periods and years.
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Print the Purchase History and Purchase Statistics reports.
See also
Choosing Purchase Orders options
Choosing G/L Integration options
Creating formats for printed forms
Entering current requisitions and purchase orders transactions
Entering Purchase Orders setup information
Setting up Purchase Orders without Inventory Control (stand-alone)