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Overview - Setup


The Setup menu provides access to screens that specify initial statuses and requirements for requisitions, purchase orders, and requests for/responses to bid/quote/proposal, as well as screens that define approval types, attributes, and purchase types.

The following setup options are not used in Enterprise Purchasing:

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

Options

Specify the default approval type, initial status, and closed status

Line Item Other IDs

Create non-part identifiers for purchasing line items

Attributes

Define attributes

Purchase Types

Define purchase types

Approval Types

Define approval types

Statuses

Create status IDs and define the entities in which they are used, such as requisitions or purchase orders

RFB/Q/P Vendor Statuses

Create status IDs with a description

Return Reasons

Create reason codes for items returned to the vendor