Purchase Orders

Purchase Orders allow orders to be raised to control the purchasing of products and services. Purchases Orders can be attached or raised from Tasks. The module can also be used in conjunction with the Stores module, to order and maintain Stock.

Settings

Settings > User Accounts

Icon	Feature	Description
	User Accounts	Apply Purchase Order Permissions and assign access to PO authorisation ranges (if in use).

Settings > Finance

Icon	Feature	Description
	Cost Codes	Create Cost Codes to associate Purchase Order cost with.
	Cost Centres	Create Cost Centres to associate Purchase Order cost with.
	Suppliers	Create Suppliers who supply goods for ordering. Create Branch suppliers and Blanket Orders.
	Tax Codes	Create Tax or VAT codes.
	Finance Codes	Finance Codes are used to set up a list of valid finance codes for use within the Purchase Order Module.
	Reference Codes	Reference Codes allow an organisation an additional level of filtering by applying a organisation specific reference to a Purchase Order
	Payment Codes	Payment Codes provide a list of possible payment methods that can be applied when Payments are recorded against a Purchase Order.

Settings > Authorisation > PO Authorisation Range and Limits

Icon	Feature	Description
	Purchase Order Range and Limits	Create authorisation limits fro Purchase Orders, set PO numbering and default delivery points.

Settings > Purchase Orders

Icon	Feature	Description
	Delivery Set Up	Set up and maintain delivery addresses for Purchase Orders.
	Purchase Order Item Types	A Purchase Order line item is associated to a type, the default values are labour or materials. This list can be extended if required.
	Purchase Order Preferences	Default settings for the Purchase Order module can be set in Preferences. Authorisation Ranges and Limits can be activated, PO numbering can be defined and default delivery information can be set.
	Purchase Order Status Codes	Status Codes provide a list of the current status of a Purchase Order.

Facilities

Facilities > Property and Estates > Building Register

Icon	Feature	Description
	Building Register	Set up delivery addresses for orders.

Facilities > Contracts

Icon	Feature	Description
	Contracts	From the options tab, ensure PO options are set.

Modules

Modules > Purchase Orders

Icon	Feature	Description
	Purchase Orders	Raise and manage Purchase Orders.