SmartFusion Modules -> Purchasing -> Parameters

Recent Changes:  
6.214 - Added new checkbox 'Use signature of final approver' that is visible only if the client is using Standard Purchase order and 'Use enhanced routing for signature approval' is checked.

6.196 - New field has been added for Procurify

6.191 - Enlarged the Note2 Field to allow more characters on the Purchase Order System File screen.
- Added a check box above the note2 field called "Print second note on separate page" on the Purchase Order System File screen. If this checkbox is checked then the purchase order note2 will print on a separate page of the Print Purchase Order report. 

6.127 - Added the option, through a system setting in purchasing, to default the value of a purchase order approval to today's date.
6.71 - Added new field for "PO receipt on completed PO". Users can now specify if they want a warning to appear on completed PO receipts or not allow users to edit at all if a PO is completed.
6.34 - Added new check box for 'Limit multiple routing streams for users'

The Purchase Order System Settings are used to set all of the Purchasing settings.

  • Purchase order type

  • Next purchase requisition number

  • Purchase order number system assigned - this will make the system assign the purchase order number.

  • Next number - Only enabled if 'Purchase order number system assigned' is not checked

  • Notes to print on purchase orders

  • Authorized signature required

  • Approved for payment required

  • Purchase order number of copies

  • Tax rate

  • Add tax to inventory receipts

  • Display account description in review/approve

  • Next po template number

  • Email on purchase requisition

  • Email purchase order to vendor

  • Send email to requester on receipt of item

  • PO receipt on completed PO (warning or error)

  • Ignore budget check when entering purchase orders in future year

  • Show purchase order validation in detail

  • Load expense accounts only

  • Default date to current when entering receipts

  • Use enhanced routing for signature approval - Determines if routing streams will be editable and utilized

  • Use signature of final approver - Visible only if the client is using Standard Purchase order and 'Use enhanced routing for signature approval' is checked.Is checked will se the signature associated with the approver on the PO Approval Routing stream setup.

  • Limit multiple routing streams for users - Only available if 'Use enhanced routing for signature approval' is checked. This will also mean users can only see routing streams assigned to them.

  • Use current date as approval date

  • Print second note on separate page - this will print the note2 field on a separate page of the print purchase order report.

  • Procurify last successful sync date - Only visible if the Procurify Interface is enabled in the license file. Determines the last date to pull from for Purchase Orders in Procurify. If blank or cannot determine the date from the string, it will pull all Purchase Orders. Otherwise, it will only pull Purchase Orders that have been created/modified since this date.