ArticlesArticles Most Helpful ArticlesMost Helpful Articles Language SettingsLanguage Settings LoginLogin
RSS Feeds
DrillDown Icon Table of Contents Back
 . . . . . . . . . . . . .
DrillDown Icon System Administrator
DrillDown Icon Security System
DrillDown Icon Trigger Setup
DrillDown Icon System Setup
DrillDown Icon General Setup
DrillDown Icon Sales
DrillDown Icon Production
DrillDown Icon Material
DrillDown Icon Prerequisites
DrillDown Icon Introduction
DrillDown Icon Part Source
DrillDown Icon Part Package
DrillDown Icon Unit of Measure & Conversion
DrillDown Icon Warehouse Setup
DrillDown Icon ABC Types
DrillDown Icon Inventory Buyer Setup
DrillDown Icon Inventory Part Class & Type
DrillDown Icon Inventory Handling G/L Defaults
DrillDown Icon Inventory Handling Reason Codes
DrillDown Icon Engineering Change Order Setup
DrillDown Icon Supplier Types
DrillDown Icon Supplier Status
DrillDown Icon Purchase Setup
DrillDown Icon Prerequisites
DrillDown Icon Introduction
DrillDown Icon Fields & Definitions
DrillDown Icon How To .....
DrillDown Icon Setup the Purchase Setup Module
DrillDown Icon ManEx Minute for Purchase Set-up
DrillDown Icon First Article Disposition
DrillDown Icon Inspection Exception Setup
DrillDown Icon Return/Shortage Reasons
DrillDown Icon Kit Default Setup
DrillDown Icon MRP Default Setup
DrillDown Icon Material Risk Code Setup
DrillDown Icon Forecast Setup
DrillDown Icon Material Type Setup
DrillDown Icon Notes Setup
DrillDown Icon FAQs
DrillDown Icon Quick Start
DrillDown Icon Operations Manuals
DrillDown Icon Accounting Manuals
DrillDown Icon System Utilities
DrillDown Icon Definitions
  Email This ArticlePrint PreviewPrint Current Article and All Sub-Articles
 
Setup the Purchase Setup Module

 Enter System Setup/Material/Purchase Setup Module  

The following screen will appear:

Depress the Edit button. For Approvals Required, click on the desired radial for either One Approval or Two Approvals. Enter Default Overage % if applicable.  Click on desired radial for Approvals based on P.O. Value.  Click on desired radial if Approvals are required for Date or Note Changes.  Enter a Qty of Days beyond which early receipts are rejected if applicable.  If you want to Change AVL Upon receipt this box must be checked.  If you want to Use PO Dock Receiving this box must be checked.  If you want to Auto Apporve PO's when importing from XL this box must be checked.  If you want the system to Auto Assign New Change Order #'s upon Approval this box muxt be checked. If user wants to Allow partial schedule without receiving the reminder popup this box must be checked.  If you want to Print labels upon PO receipts in the BC (Bar Code Receiving module) this box must be checked. 

To add additional MRO (Materials, Repairs and Other) Receiving GL Numbers, select the ADD key, type in the description, then select the appropriate General Ledger account number and description, by clicking on the down arrow next to the field, as follows:


When finished, the user must depress the Save or Abandon changes button. 

Purchase Order Authorization

On this screen, the user establishes the procurement authority levels for individuals.

 

To add a new user, click on the Add button and select a user from the Name pulldown field. Then enter the dollar amount authorized for either or both (Inventory and/or MRO) Approval and Final OK. If the company chooses only one approval, it must be in the Final column.

Each user may have different authority levels for different kinds of purchases. Additionally, the user may have different amounts authorized, depending on whether they are the first approval or the final approval. For example, a buyer may have authority to do a final approval for $1000, but must also approve P.O.s up to $10,000 before the person with final authority will authorize the P.O.
 
Setup for Auto-PO when generating from MRP action list
 
In order to create an automatic PO within the MRP action list, the system has to figure out unit cost.  Within this screen the user can select multiple methods ordered by their preference, from selecting items on the left and entering them on the right.  The system will try to find the price based on the first method in the selected list (on the right) and if the system cannot find any price information it will proceed with the next method (on the right) until price is found.  If not found system will assign "Manual Entry" and leave it at zero as a default.  The price source can be changed and the price can be overwritten in the screen which creates POs from the MRP action list.
 
 
Where Used:  Approvals are required on all purchase orders in order to place and receive material. General Ledger Account selection for all MRO purchases. 

«Mark as Completed in RoadMap in Section B Item 3-m»

Article ID: 1526