Synergetic Financial Configuration - Business Units - Purchase Orders sub-tab
Use the Purchase Orders sub-tab of the Business Units tab to configure purchase orders that you send to suppliers.
Synergetic Financial Configuration - Business Units - Purchase Orders sub-tab key fields and buttons
Fields
Field | Description |
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Last Order Number | Last purchase order number. |
Maximum Order Number | Maximum purchase order number for this business unit. |
Order Stationery Suffix | Suffix for the file name used to store the Crystal Report specific to your organisation's order stationery. |
Enforce G/L Code Type | Select to require a valid general ledger code in purchase orders:
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Threshold Amount | Specifies the maximum amount that can be purchased on one purchase order.
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Go to Item Code When Entering Purchase Order Detail | This only activates if you have stock control integrated. |
Print Business Unit Address | Select to print the address of the business unit on the purchase order. |
Allow Zero Dollar Purchase Orders | Select to allow purchase orders of zero value to be made. |
Prompt Zero Budget GLs | Select to prompt if general ledger accounts have a budget of zero. |
Two Level Authorisation | Adds a second level of authorisation for purchase orders - the Department level. |
Enable Purchase Order Email/Fax Notification | Allow purchase order notifications to be emailed to the creditor rather than printed and mailed. |
Purchase Order Email Notification Recipients fields
Field | Description |
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Authoriser | Select to include the staff member who authorised the purchase order as a recipient of the purchase order email. |
Department Authoriser | Select to include the staff member in charge of authorising department purchase orders as a recipient of the purchase order email. |
Purchase Order Originator | Select to include the staff member who created the purchase order as a recipient of the purchase order email. |
Additional Email Address / Fax Phone No. | Include any other recipients for the purchase order email by typing their email address here. |
Purchase Order Printed Notifications fields
Field | Description |
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Default No of Copies to Print | Default number of copies printed of the purchase order. |
Description on Copy Number | You can use different descriptions for up to four copies of the purchase order. |
Requisitions fields
Field | Description |
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Enable Requisitions | Select to enable requisitions for the business unit. |
Email Requisition Notifications | Select to send an email to the staff member who authorises purchase orders when the requisition is completed. |
Email Subject | Subject of the email sent to the purchase order authoriser for a requisition order. |
Email Message | Body of the email sent to the purchase order authoriser for a requisition order. |
Buttons
Button | Description |
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Configure who appears as the sender on emailed purchase order notifications. See Purchase Order Email Notification Sender Configuration window. | |
Configure the layout of the emailed purchase order notification. See Email Letter Template [Purchase Order Email Notification] window. |