Purchase Default Values
With this option, you can set the default
values to be populated in the New Purchase Order form.
You can set default values for fields such as tax rate, the billing
and shipping address, the purchase order terms and conditions and so on.
Thereby, making it feasible to add create a Purchase Order instantly.
Also, from this option, you can set the mandatory
fields to be filled in before closing a PO. These fields are the additional
fields configured under Purchase Additional Fields.
To access the purchase default value configuration
Click the Admin
tab in the header pane.
In the Purchase/ Contracts
block, click Purchase - Default Values
icon. This opens the Purchase Default Values page.
Configuring Purchase Default Values
Currency: The default currency to be displayed in all the purchase
orders (PO) generated and in places where money is being used. Say, USD,
Tax Rate (%): Tax rate used for calculating the sales tax in all
the POs generated. You can provide different tax rate to a specific PO
by entering the new rate while creating the PO.
Authority: Signing Authority's name.
Shipping: Enable the check box for additional tax in shipping of
Address: Select the default Site to which the PO items needs to
Address: Select the default Site for invoice and billing the PO
Center: Default cost center department to be displayed.
(s): Approvers for the purchase order. The approvers can be the
users or technicians in your organization.
Owner as Approver: Enable the check box if you wish to add the
PO owner as the approver.
Approval: If there are more than one approvers, on enabling multi
approval check box, the PO is approved only if all the approvers approve
the PO. The PO is rejected even if one of the approvers rejects the PO.
and Remarks: Terms and remarks while making the purchase.
Start From: Customize the PO number.
Mandatory fields for closing PO
The fields listed in this block are the PO additional fields configured
in the application. Enable the check box beside the field that should
be filled in before closing the PO. Click Save
to save the settings.