The system will default the ship to and billing information (addresses and names) of the customer, to populate billing and shipping information fields on purchase orders created through the PO system.

Allows you to interface the PO system with the A/P system. If selected, it allows users creating vouchers in A/P, to choose outstanding POs created from the Purchase Order system for payment.

The Purchase Order system will allow the user to set up automatic distribution of PO amounts to specific General Ledger accounts. These distributions affect the Accounts Payable system if the PO and the A/P systems are interfaced.

If an unauthorized purchase order exceeds the limit entered, the purchase order will need proper authorization before it can be placed On Order.

The amount by which the Purchase Order amount can vary from the invoice amount. If this amount is exceeded a message will appear in the A/P system.

Note:  This field applies only if the Interface P/O System to A/P field is selected.

The prefix used when creating an equipment PO. This prefix is attached to the beginning of the PO number making it easier to recognize the PO in the system (e.g . Equipment PO's start with “E”).

The G/L account freight charge applied to the purchase order will post to.

Note:  If the PO and A/P systems are interfaced, the freight amount allocated to this account will be applied to the A/P system.

Allows the user to assign a stock number to a unit on an equipment PO when the status of the PO changes.

On Order: The stock number will be assigned when the PO status is changed to On Order.

Receipt: The stock number will be assigned when the PO is receipted.

No: A stock number will not be assigned within the PO system.

Both: The stock number is assigned either when the PO status is changed to On Order or when the PO is receipted.

Indicates that a stock number is mandatory and automatically assigns the stock number based on the option selected in the Allow Stock Number When PO is field. If No is selected the stock number will not be assigned within the PO system.

Indicates that a purchase order must have an associated cost for all items listed on the purchase order. If item costs are missing the purchase order status will not be able to change to On Order.

Note:  Only Miscellaneous and Fixed Asset purchase orders are affected by this field.

The number of months that the system will retain purchase order history in the system, after a data purge occurs during an A/P month end process.

Note:  This setting controls Parts, Equipment and Miscellaneous Purchse Orders. However, Parts are hard coded with a 12 month minimum. For example, if this is set to '00' than that would mean no Equipment or Miscellaneous Purchase Orders will be retained after a A/P month end purge, but Parts will still retain a 12 month minimum.

If selected, updates the Estimated Cost field on the equipment profile with the Total Receipted Price (Receipted Price + Receipted Options) from an equipment purchase order.

If selected, allows a dealership to create separate receipt records for every unit that is receipted on an equipment purchase order.