The Purchasing Tab contains the controls related to Purchase Management.

Fields: (For help with data entry, see Field Select Boxes and Field Helpers.)

 

Require PO Approval:

Checkbox. Select here to determine the default for whether Approval is required for a new Purchase Order. If you require Approval, the initial Status of a Purchase Order will be: Pending Approval - must be approved by an Employee authorized in the Employee, Security Tab.

Default PO Type:

Select-box to choose the default Purchase Order Type entered on the Purchase Order General Tab. You can change this when creating a new Purchase Order. (See Lookup Combo Box. To add an entry, click the Ellipsis button (…) and select New.)

Default Process Parts Action:

Select-box to choose the default Action to use in Parts Detail Lines upon opening up the Process Parts screen:

Note: You can specify a default Action here, in the Company Preferences, Purchasing Tab. However, if a Part is in Stock, then From Warehouse will be the default on the Process Parts screen.

Part Description upon receiving a PO:

Select-box to choose the default Description Type when Receiving Purchase Orders with Parts Detail Lines linked to a Work Order. (See the Purchase Order Controls for explanation of links to Work Orders.)

You make entries here for each kind of Work Order:

In each case you select the Description Type from the Parts General Tab to display as Item Detail lines on this Work Order.

Since Service Calls usually bill according to Time and Material, the likely selection is the Sales Description, where the actual Item Detail Lines will show on the Invoice for the Customer.

With Projects, where the billing comes from the Estimate, rather than from the actual Item Details, the Purchase Description will indicate what purchases had to be made for the job.

 

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