Turning on purchase orders

Not available in ajeraCore or ajeraCore + add-ons

To turn on purchase orders

  1. From > Setup menu, click Company > Preferences> Purchasing tab.
  1. Select Use purchase orders.
  2. 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.
  1. 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.

  1. Select an approval role.

This allows who ever is assigned to the role to approve the purchase order.

  1. Click Save.
  2. 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.

  1. A Purchase Order task was added to the Manage menu. To assign employee access, edit role security.
  2. The Purchase Orders report was added to the Vendor Reports menu. To assign employee access, edit report security.
  3. From the > Setup menu, click General > Activities, select which activities to use on purchase orders.