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Enterprise Purchasing - Setup - Options


The Options screen enables you to specify various options to drive the purchasing process, including approval requirements, defaults for approval type and statuses, and other business rules for requisitions, purchase orders (POs), requests for bid/quote/proposal (RFB/Q/P), and responses to requests for bid/quote/proposal.

To learn more about each tab's functions and fields, click the applicable hyperlink.

Basic Info

Defaults for replenishment, new parts added during ordering, retention of PO information, and parts returned under vendor contract

More Info

Default account IDs by line item type

Requisitions

Default statuses and business rules for requisitions

Purchase Orders

Default statuses and business rules for POs

Request for B/Q/P

Default statuses and business rules for requests for B/Q/P

Response to RFB/Q/P

Default statuses and business rules for responses to RFB/Q/P

Purchasing Invoices

Default statuses and business rules for purchasing invoices