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Purchase settings

Where to find​

Settings are usually located at “Purchase” → “Configuration” → “Settings”.

Parameters that affect purchase orders​

The set of parameters depends on your configuration. In practice, purchase behavior is most often affected by:

  • purchase order types (and related rules);
  • whether receipts are used (Inventory flow);
  • whether bills and payments are used (Invoicing flow);
  • print templates and rules for sending purchase orders to vendors.

Restrictions when closing/locking a purchase order​

In some configurations, restrictions may apply when completing (locking) a purchase order, for example:

  • it is forbidden to complete a purchase order if it has active receipts;
  • it is forbidden to complete a purchase order if it is not fully received;
  • it is forbidden to complete a purchase order if it is not paid in full.

If you encounter such a restriction, check related documents and actual line-level fulfillment.

Templates and sending a purchase order​

If sending a purchase order to a vendor is used, you usually configure:

  • purchase order print template;
  • Topic and email body;
  • Copy to (BCC) address.

After configuration, the “Send” action will be available to users in the purchase order card.