Next Order Number

The number allocated on Save. Defaults to blank, and must be set.

Next Quotation Number

Start the numbering sequence as each quote request is allocated a number on Save. Defaults to blank, and must be set.

Unique Order Numbers Required

Selected, ensures manually generated Order numbers are not duplicated.

Allow Manual Order Numbers

Selected, you can manually enter Order numbers and quote request numbers.

Allow Unauthorised Open Orders

Selected, a purchase order can be saved without an Authorisation code if it's Post Status is Open and it does not have an Order number. Unauthorised Open orders cannot be printed or assigned an Order number. To authorise a saved order, a User with the correct permissions must change the Post status to Unprocessed, enter their valid Authorisation code and Save.

Clear, a purchase order must be authorised before it can be saved. Authorisation is required for purchase orders when at least one Authorisation code has been added from Navigator > Setup > Purchase Orders > Authorisation codes.

Allow Zero Value Orders

Selected, zero-value Purchase Orders can be saved and Purchase Order numbers assigned for them.

Clear, (default) Purchase Orders cannot be saved without a non-zero Ordered Amount. Does not apply to Request for Quotation and Standing Orders.

Allow Ordering Discontinued Products

Selected, discontinued products may be ordered but warn with a status hint.

Clear, (default) discontinued products can not be ordered and are filtered from Product Code look-ups.

Delivery Address

Accredo Saturn: Choose a Delivery Address to be used if the location on the PO Header does not have a Delivery Address code.

Accredo Mercury: Enter a Delivery Address.

Use Job Site Address

Available with JC only. When Selected, if a Job Code is selected in a PO Header, the Job Site Address will be used as the Delivery Address.

Create Shipment

Set the behaviour for the Create Shipment button on Purchase Orders.

• Prompt - (Default) Prompt the user to select the type of shipment.
• Shipment - Create a shipment with Invoice and Receipt.
• Invoice Only - Create an Invoice Only shipment.
• Receipt Only - Create a Receipt Only shipment.

Order Completion Basis

Determine when orders are marked as Processed:

• Both Invoice & Receipt, receipted and invoiced.
• Invoice Only, invoiced but not necessarily receipted.
• Receipt Only, receipted but not necessarily invoiced.
• None, PO Orders are not Completed automatically, they can be completed manually from either the PO List or PO Order Entry.

Default Order Line Quantity

The default quantity entered on a Purchase Order line when a product is selected. Usually set to zero, or 1.

Create Shipment

Exclude Narrative Lines

Selected, prevent Narrative lines with Quantity = zero from a PO being included on a shipment when the shipment is created.

Allow Edit for Posted Orders

Selected, posted Orders can be edited, where the User has permission.

Clear, posted Orders cannot be edited.

Buttons

Edit (F11)

Enter edit mode.

Save (F9)

Save changes.

Cancel (Esc)

Discard changes and close the form.