How Do I Set Up the Purchase Orders Module?

The following is a checklist for setting up the Purchase Orders module:

With Administrative User Rights

1. Change the Activation Code, if necessary, to incorporate Purchase Orders (System>Activate License).
2. Add the Purchase Orders module, if necessary (Organization>Add a Module).
3. Enter the last purchase order number, the last receipt number, and determine if you want to create encumbrances from coding or if you want to Skip-Receiving (Organization>Set Up Modules>Purchase Orders).
4. Set up proper security for the Purchase Order items (Security>Set Up Organization Menus).

For Accounting

Make sure that the Setting Up General Ledger and Setting Up Accounts Payable checklists have been completed before continuing. The steps outlined below are optional:

1. Set up Address Codes (Maintain>Purchase Orders>Address Codes).
2. Set up Item Codes (Maintain>Purchase Orders>Item Codes).
3. Set up Category Codes (Maintain>Purchase Orders>Category Codes).
4. Assign Item Codes to Category Codes (Maintain>Purchase Orders>Category/Item Code Assignments).
5. To print reports with the codes and assignments that were created, use Reports>Purchase Orders>Address Codes and Category/Items Codes.