The settings in this screen determine the Approval Workflow for approving purchase orders and the information to include on invoices for the division. For more information on the specific functions available in each Approval Workflow, see Approvals Workflow Comparison. Please also read the information under Integration Menu PO Approval Options for additional PO Approval settings.
Checked - the selected Approval Workflow menu items will be available when working in the selected Division.
Not Checked - Approval Workflow menu items will not be available when working in the selected Division.
Available options to customize the invoice description include the Purchasing Approval Workflow and thePayments Approval Workflow.
Purchasing Approval Workflow selected - the menu options for the legacy Purchasing Approval Workflow will be visible when working in the selected Division.
Payments Approval Workflow selected - the menu options for the Payments Approval Workflow will be visible when working in the selected Division.
Checked
Purchasing Approval Workflow selected - The system allows completed activities to trigger marking purchase orders as approved for payment. Supervisors can complete activities in the field in Wireless Scheduling, and thereby trigger payment of purchase orders.
Payments Approval Workflow selected - The system allows completed activities to trigger marking purchase orders as Task Complete. Any purchase orders which are matched to invoices in Invoice Manager will be also marked as Amount Approved. If all purchase orders matched to a specific invoice are Task Complete and Amount Approved - and there are no variance items on the purchase order(s), or variance items are coded and approved, the invoice will be automatically moved to the Approved stage. Supervisors can complete activities in the field in Wireless Scheduling, and thereby trigger payment of purchase orders.
Not Checked - Purchase orders for activities that are marked as completed will still require separate approval within the selectedApproval Workflow screen before payment will be processed.
Checked - All POs are automatically submitted to the appropriate Auto Approve Completed POs function at time of issue if the linked scheduling activity for the new PO is completed. The date of the approval is based on another setting, either the current Accounting date or the current date (as set in Integration > Accounting > PO Approval Options tab).
Not Checked - No POs are submitted to the appropriate Auto Approve Completed POs function if the linked activity for the new PO is completed.
Checked - The default completion date will be assigned as the invoice date in Sage Timberline Office Accounts Payable module.
Not Checked - If this is unchecked, the invoice date will be the current date. This is regardless of whether the Nominate Accounting Date setting is checked under the Integration menu > Timberline Accounting > Accounting DB Settings > PO Approval options tab; the invoice date will still be the current date. (Accounting date and invoice date are two separate, unrelated dates.)
Available options to customize the invoice description include the PO Description, Job Address, Job Number/Job Address, Job Number/Job Description, or Job Description.
Checked - The invoice description in the Accounts Payable, Job Cost and General Ledger modules of Sage Timberline® Office is derived from this selection.
Available options to calculate discount include Calculate Discount on Invoice Pre-tax Amount and Calculate Discount on Invoice After-tax Amount.
Checked - The discount amount automatically calculated on supplier invoices uses the selected method.
Available options to calculate retainage include Calculate Retainage on Invoice Pre-tax Amount and Calculate Retainage on Invoice After-tax Amount.
Checked - The retainage amount automatically calculated on supplier invoices uses the selected method.
From the Setup menu, select Divisions.
Or, click on the Divisions icon within the Setup toolbar.
Verify the division currently selected in the Division field is the correct division for which the Purchasing module settings for the division will be defined. If necessary, select a different division from the Division drop-down menu.
Click the 
Purchasing icon within the vertical list of icons on the left.
Click the PO Approval Options tab.
Check the Use Approval Workflow checkbox if desired.
Select the desired Approval Workflow Type option
If Auto Approve Completed POs is selected, select whether to auto approve on issuance of a PO if a linked scheduling activity is completed.
Select Use Completion Date for Invoice Date if desired.
Select the desired Invoice Description option.
Select the desired Calculate Discount option
Select the desired Calculate Retainage option
Click on Save.
Continue with configuring the Cost Management tab as necessary, or click the Close 
button to exit the screen.