These settings determine what information to include on purchase orders and how the information is formatted. The settings also allow the user to create either a printed copy or a .PDF file of each purchase order.
Selecting this option prints a hard copy of the purchase order to the user's default printer at the same time the purchase order is faxed or e-mailed to a supplier.
Selecting this setting prevents all items having zero quantity from printing on purchase orders or displaying in reports.
If this setting is checked, all activities that are assigned to the same supplier within a release code will print on the same purchase order.
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Note |
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Phase Builders: When issuing purchase orders by entire cost codes, ensure this setting is left unchecked. Otherwise, all pay points will combine into one purchase order when issued. |
If this setting is checked, purchase orders will save as a .PDF file at the time the purchase orders are sent to the supplier (not at the time they are issued, but at the time they are actually sent). The file will save to the specific document attachments folder created for the job. Each purchase order will save to a file regardless of the document delivery mode of the supplier.
If this setting is checked, the user is prompted whether to print prices or not on the purchase orders prior to sending the purchase orders to suppliers. The user will be prompted only once for the entire send session. If this setting is left blank, prices will automatically print on all purchase orders issued.
Unchecked by default, this setting allows the user to add change orders and variance estimates in the Issue Budgets and Issue Purchase Orders screens when the source of the job's original estimate was a sales configuration (i.e. the Send to Purchasing function in Sales Pricing's Approve Sales Contracts screen or Purchasing's Phase Releases screen).
If this setting is checked, the user will be able to change the job's area as well as edit its lot number, lot block and lot section fields.
Four rules apply to this configuration:
If a sales configuration is assigned to the job, the area, phase release, lot number, lot block code, and lot section code fields cannot be changed.
If a phase release configuration is assigned to the job in the Phase Releases screen, the area, phase release, and lot number field cannot be changed.
If no configuration is assigned to the job and purchase orders have not been issued, the area, phase release, lot number, lot block code and lot section code are editable.
If no configuration is assigned to the job and purchase orders have been issued, this setting determines if the area and phase release fields can be changed.
This setting is unchecked by default. If it is enabled, an "Invalid Supplier" error appears if POs are issued for items assigned to a TBD Supplier.
Budgets will still be issued for activities and cost codes assigned to the TBD Suppliers.
Purchase orders will not be issued for items assigned to a TBD Supplier.
To issue a purchase order, change the supplier in the Purchasing Activity screen and costs will be recalculated, which eliminates the "Invalid Supplier" error.
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.
UnderPurchase Order Options, click the checkbox corresponding with each option to apply.
If the checkbox is checked, the option is turned on.
If the checkbox is left blank, the option is turned off.
Click on Save.
Continue with configuring the purchase order file name format as necessary, or click the Close 
button to exit the screen.
Purchase Order Numbering Options
Purchase Order File Name Format