Turning on purchase orders
Not available in ajeraCore or ajeraCore + add-ons
To turn on purchase orders
- From
> Setup menu, click Company > Preferences> Purchasing tab.
- Select Use purchase orders.
- If you want to auto-increment the purchase order number, select Auto-increment purchase order numbers.
Multi-company only: To override the auto-increment in company preferences to auto-increment by company, from > Setup menu, click Company > Companies > General tab and select Auto-increment purchase order numbers.
| Note: |
Only the last number in the sequence changes with each new purchase order. Example: 2015-001 becomes 2015-002. |
- Enter the last number used for a purchase order.
Multi-company only: To override the last purchase order number used by company, from > Setup menu, click Company > Companies > General tab and select Last purchase order number used.
- Select an approval role.
This allows who ever is assigned to the role to approve the purchase order.
- Click Save.
- A PO Task tab with a Purchase Order and a Purchase Order Detail entry widget is imported to the Home page.
Navigate to the tab to edit security.
- A Purchase Order task was added to the Manage menu. To assign employee access, edit role security.
- The Purchase Orders report was added to the Vendor Reports menu. To assign employee access, edit report security.
- From the
> Setup
menu, click General > Activities, select which activities to use on purchase orders.
