Purchase Order Module Preferences

Purchase Order module preferences allow you to tailor the user interface and behavior of the system to best reflect the business process at your organization. Default preferences can be set at the repair center-level, and then further modified to reflect your personal preferences.

Access Purchase Order module preferences:

1. Select Tools > Preferences from the Main Menu.

   The Preferences for the currently accessed module will be displayed.

2. Click the Purchase Order folder in the Module/Category menu on the left.

   The page refreshes, displaying preferences for the Purchase Order module.

The following preferences are available for the Purchase Order module:

• Barcode Formats: Barcode format to be used.

• Defaults: Default values for newly created purchase orders. Default values can be defined for the following fields:

  • Priority

  • Buyer Company

  • Repair Center

  • Ship To/Bill To Company

  • Approvals Required

• List : List preferences are available for each module in the system. These preferences affect the records shown in the List pane. Preferences for the Purchase Order module include:

  • Settings to determine when results should be refreshed.

  • The number or records that should be displayed per page in the Purchase Order List.

  • Options to define up to three types of conditional formatting to alter the appearance of records in the Purchase Order List.

    For example, you could specify custom formatting for purchase orders from a particular repair center or for a particular vendor. Refer to the Customer Service Portal for a document that provides detailed instructions and examples.

• Purchase Order Barcoding: Settings that determine whether or not barcodes should be printed on Purchase Orders for the PO Number / ID and Inventory Item ID.

• Purchase Order Report: Preferences that determine the information that should be displayed in the Purchase Order report.

• Settings: Settings that impact the behavior of the Purchase Order module and determine:

  • Whether or not the Customer ID should preface the uniquely generated Purchase Order ID.

    • With this setting set to Yes, a Purchase Order ID created for customer XYZ might look like: XYZ-4320.

    • With this setting set to No, a Purchase Order ID would display as: 4320.

  • Calculate weighted average of unit cost on receipt: Whether or not automatically update the Average Cost field when you transfer a part between stockrooms.

  • Whether or not purchase orders generated through the Order Items feature should be combined with existing purchase orders for the same vendor, rather than create a new purchase order. Purchase orders can only be combined if they have not yet been issued and share the same vendor, including Ship-To and Bill-To information.

  • Whether or not inventory items listed on purchase orders with a designated work order should have this part tied to the associated asset.

    If this setting is set to Yes, whenever a Direct Issue Line Item on a purchase order is tied to a work order on the Line Items page, the asset to which the work order is associated will automatically have this part listed on the Asset > Related Info > Materials page.

  • Whether or not inventory items listed on purchase orders with a designated work order specified should have this part automatically added to actual parts on the designated work order.

    If this setting is set to Yes, whenever a Direct Issue Line Item on a purchase order is tied to a work order on the Line Items page, the work order to which it is associated will automatically have this part listed on the Work Order > Costs > Actuals page.