To view Purchase Order Parameters, go into Purchase Orders>Parameters
Your screen will show as per the screenshot below.
-The order number dictates the first order number of the first purchase order created within the system, once created this should not be reset, as this increases with every order added to the system.
-The GRNI nominal code can be entered so that when goods are receipted the selected GRNI code will be credited until such a point the purchase ledger invoice is matched against the outstanding receipt.
-The order message section details the order message which is populated at the bottom of all raised purchase orders.
Purchase Order permissions can be viewed by going in to Purchase Orders>Permissions. You will see 2 tabs at the top, which detail the permissions for individual users and for groups.
Users can be searched for by surname and you are also able to search for individual users by scrolling down the list. The users name, surname, company are detailed on the screen, as well as a tick or cross in the highlighted column indicating whether they’re able to raise purchase orders or not.
To edit a user’s permissions, double click onto the user. This brings up a pop up detailing in full the user’s permissions.
-The company ceiling header indicates where within the company the user lies. You can also click on view groups to see a pop up detailing which groups the user is a part of.
-Purchase order limit is the limit of which a user can raise general expense purchase orders.
-Subcontract purchase order limit is the limit for which a user can raise a subcontract purchase order.
-The vehicle order limit is the limit for which a user can raise a vehicle expense purchase order.
-If allow price increase upon receipt is ticked, then this allows the user to increase the price of a good upon receipting it in, if the goods are valued at more than the price given on the original order.
-Allow default nominal code override allows a user to override the nominal codes attached to purchase ledger suppliers subject to both purchase ledger parameters being set to use default codes and the appropriate codes being attached to an account.
-Nominal code range allows an individual user to post to a specific range of nominal codes. You are able to set a range, or for a user to use all nominal codes.
The groups tab contains the same set of permissions which can be set in the user column, however these apply to the whole groups, and every user set up within these groups. If a group can raise orders, there will be a tick in the Purchase Orders column. By clicking users, the pop up will display all the users within the group.