| Field | Description |
|---|
| Items
|
Select this option to permit users to add an item that has no record in
.
|
| Ship-Via
|
Select this option to permit users to add a ship-via code that is not shown on the Ship-Via grid on the Ship tab of
.
|
| FOB
|
Select this option to allow users to add a free on board code that is not shown on the FOB grid on the Ship tab of
.
|
| Cost Distribution in P.R./R.F.Q.
|
Select this option to make it necessary for a user to specify at least one project on a purchase requisition's or request for price quote's Cost Distribution tab before they can send it to an approver for approval.
Leave this option cleared to permit an administrator to specify cost distribution information when they post the accounts payable voucher.
|
| Requisition/RFQ Number in P. O.
|
Select this option to have Vision put the requisition or request from price quote number into the purchase order, when the purchase order is made from a purchase requisition or request from price quote.
|
| Cost Distribution in P. O.
|
Select this option to make it necessary for a user to specify at least one project on a purchase order's Default Distribution tab before they can send the purchase order to an approver for approval.
Leave this option cleared to permit an administrator to enter cost distribution information when they post the accounts payable voucher.
|
| Reason Code in Change/Cancel P.O.
|
Select this option to make it necessary for users to select a reason code when they create a change order or cancel a purchase order.
|
| Quality Code in Receiving
|
Select this option to make it necessary for users to specify a quality code for an item when they enter the rejection of the item's receipt.
|
| Modify Default Item Category
|
An item's category determines the general ledger accounts that Vision uses in transactions related to this item. If the item is an inventory item, its category specifies an inventory account.
This option is usually selected, to permit users to change data in the
Category column regardless of the
Item number when they add an item to the Line Items tab grid of Purchase Orders, Purchase Requisitions, and Requests for Price Quote.
Deltek recommends that you leave this option cleared to block users from changing the item category shown in the
Category column, and to be sure that it shows the value that is specified in
.
|
| Modify Ship-To Address
|
Select this option to:
-
Put [Other] in the
Ship To drop-down list on the Shipping tab of Purchase Orders. Users can select [Other] to make the fields on the tab active. They can use the fields to enter a ship-to address that is not shown on the Ship-To grid on the Ship Tab of the Purchasing and Inventory Company Settings Form.
-
Make active the
Enable Drop Ship to Client option.
|
| Enable Drop Ship to Client
|
This option is active if the
Modify Ship-To Address option is selected.
Select this option to show client and client address fields on the Shipping tab of Purchasing forms. Vision uses this data when the items are being shipped directly to the client, and it is not necessary for the user to enter data in the [Other] fields.
|
| Modify Shipping Contact and Email
|
Select this option to permit users to change the
Contact and
Email fields on the Shipping tab of Purchasing forms. This makes it unnecessary for users to enter a separate Ship-To address when the contact information changes for a ship-to location.
|
| Print Vendor Minority Status on P.O.
|
Select this option to put the vendor's minority status on printed purchase orders.
|
| Bill-To
|
After you define the bill-to codes on the Bill tab, use this field to select the bill-to code for the address you want to specify as the usual address for new purchase orders.
|
| Ship-To
|
After you define the ship-to codes on the Ship-To grid of the Ship tab, select the ship-to code for the address you want to specify as the usual address for new purchase requisitions, requests for price quote, and purchase orders.
|
| Order Days
|
Enter the usual number of days for Vision to use in calculating an item's default
Due Date.
|
| Request Days
|
Enter the usual number of days for Vision to add to
Date on the General tab of Request for Price Quote to calculate the usual
Due Date on the Items grid of Request for Price Quote.
|
| Require requisitions and RFQ's to be approved
|
Select this option to make it necessary for purchase requisitions and requests for price quote to be approved before they can be changed into purchase orders.
|
| Require purchase orders to be approved
|
Select this option to:
|
| Maximum P.O. Amount without authorization
|
To make this option active, select the
Require purchase orders to be approved.
Enter the maximum money amount for which a purchase order can be issued without approval.
If you leave this field blank, but select:
-
Require purchase requisition to be approved, then it is necessary to have approval for every purchase requisition and request for price quote.
-
Require purchase orders to be approved, then it is necessary to have approval for every purchase order.
If you use the Multicurrency feature, Vision changes the quantity of money in the purchase order transaction to the quantity that is equal to it in the functional currency of the active company. Then Vision applies this limit.
|
| Purchase Requisition Number
|
Enter the next number that Vision is to use in auto-numbering purchase requisitions for this company. If the number you enter was used before, Vision uses the next available number.
If you use the Multicompany feature, each company has its own numbering system.
|
| Price Quote Request Number
|
Enter the next number that Vision is to use in auto-numbering requests for price quotes for this company. If the number you enter was used before, Vision uses the next available number.
If you use the Multicompany feature, each company has its own numbering system.
|
| Purchase Order Number
|
Enter the next number Vision is to use in auto-numbering purchase orders for this company. If the number you enter was used before, Vision uses the next available number.
If you use the Multicompany feature, each company has its own numbering system.
|
| Extra Amount 1
|
Enter a maximum of 40 characters to define a label for the first extra amount.
IMPORTANT: After you start using an
Extra Amount field, you cannot remove the entry in its label field.
|
| Extra Amount 2
|
Enter a label for the second extra amount.
|
| Extra Amount 3
|
Enter a label for the third extra amount.
|
| Extra Amount 4
|
Enter a label for the fourth extra amount.
|
| Extra Amount 5
|
Enter a label for the fifth extra amount.
|