Section 4: Setup > Module Options

Purchase Order Module Options

Purchase Order module options are settings that are specific to the Purchase Orders module (see Purchase Orders). Open the Purchase Orders branch to view and set purchase order module options.

Purchase order module options are available only if a database is open, and are available only in the Repair SQL, Repair, and Repair Mobile editions.

Purchase order module options all apply globally to all users, and are read-only in the Repair Mobile edition. Each option is discussed in the following table.

Purchase Order Module Options Fields

Option

Description

Allow Batch Printing from the Purchase Orders Browse Window

Check this box (the system default) to enable batch printing from the purchase orders browse window (see Batch Printing Forms from a Browse Window). Uncheck this box to disable batch printing from the purchase orders browse window.

This module option is available only for licensed users of version 3.0 and higher.

Allow Purchase Order Numbers to be Manually Assigned

Check this box if, when creating new purchase order records, purchase order numbers can be either manually entered in the Purchase Order No. field, or can be left empty to automatically assign the next available sequential purchase order number (see Purchase Order - Main Area). Uncheck this box (the system default) if purchase order numbers can only be automatically assigned.

Purchase order numbers must always be within the number ranges assigned for the business location of the currently logged in user (see Editing Business Locations).

This module option is available only for licensed users of version 2.2 and higher.

Allow Purchase Return Numbers to be Manually Assigned

Check this box if, when creating new purchase return records, purchase return numbers can be either manually entered in the Purchase Return No. field, or can be left empty to automatically assign the next available sequential purchase return number (see Purchase Order - Main Area). Uncheck this box (the system default) if purchase return numbers can only be automatically assigned.

Purchase return numbers must always be within the number ranges assigned for the business location of the currently logged in user (see Editing Business Locations).

This module option is available only for licensed users of version 2.2 and higher.

Copy Vendor Default Reference 1 to New Purchase Orders

Check this box if the default Reference 1 field from the selected purchase vendor account on a new purchase order is to be automatically copied to the Reference 1 field on that purchase order (see Vendor - Defaults Tab, and Purchase Order - Main Area). The field would only be copied if it is not empty. Uncheck this box (the system default) if the field is not to be copied.

This module option is available only for licensed users of version 2.6 and higher.

Copy Vendor Default Reference 2 to New Purchase Orders

Check this box if the default Reference 2 field from the selected purchase vendor account on a new purchase order is to be automatically copied to the Reference 2 field on that purchase order (see Vendor - Defaults Tab, and Purchase Order - Main Area). The field would only be copied if it is not empty. Uncheck this box (the system default) if the field is not to be copied.

This module option is available only for licensed users of version 2.6 and higher.

When entering or receiving new items for which there is no inventory record

Select whether to automatically add new inventory item records when saving a purchase order or purchase return that includes new part numbers (see Saving a Purchase Order or Purchase Return). Select Never add new Inventory Item records if new inventory item records should only ever be entered manually. Select Prompt whether to add new Inventory Item records (the system default) to display a confirmation prompt before adding each individual inventory item record. Select Automatically add new Inventory Item records to automatically add new inventory item records for part numbers that are not already in the inventory.

Required Fields When Entering a Purchase Order

Check the box next to the name of each field which must be entered before a new or edited purchase order record may be saved. The list of fields includes Date, Reference 1, Reference 2, Vendor Number, Vendor Name, Vendor Account, Contact Name, Address Line 1, Address Line 2, City, Province/State, Postal/Zip Code, Country, Business Phone, Toll-Free Phone, Fax, Email, Ship Via, and Tracking Code.

The Date, Vendor Number, and Vendor Name fields are always required. Some purchase order fields may be required under multiple conditions (see purchase order module option below).

Required Fields When Receiving a Purchase Order

Check the box next to the name of each field which must be entered before a new or edited purchase order record may be received. The list of fields includes Date, Reference 1, Reference 2, Vendor Number, Vendor Name, Vendor Account, Contact Name, Address Line 1, Address Line 2, City, Province/State, Postal/Zip Code, Country, Business Phone, Toll-Free Phone, Fax, Email, Ship Via, and Tracking Code.

A purchase order is being received if the purchase order status is either “Backordered” or “Received” when the purchase order is saved. The Date, Vendor Number, and Vendor Name fields are always required. Some purchase order fields may be required under multiple conditions (see purchase order module option above).

Required Fields When Entering a Purchase Return

Check the box next to the name of each field which must be entered before a new or edited purchase order record may be saved. The list of fields includes Date, Reference 1, Reference 2, Vendor Number, Vendor Name, Vendor Account, Contact Name, Address Line 1, Address Line 2, City, Province/State, Postal/Zip Code, Country, Business Phone, Toll-Free Phone, Fax, Email, Ship Via, and Tracking Code.

The Date, Vendor Number, and Vendor Name fields are always required.

More:

Inventory Module Options