Purchase Order > General Guidelines in PO Module Implementation

To implement the Purchase Order (PO) module, perform the following procedures:

1.Access the PO Module Setup function to set up the general parameters, default settings and GL Account IDs to be used when recording purchase order transactions.

2.Access the following Maintenance functions and set up the records necessary to create transactions in the PO module:

•Sales Tax Bracket

•Sales Tax Entity

•Pay Code

•Inventory

•Vendor Code

•Vendor Inventory

Note: There are certain maintenance records which you must set up before others because they are required values in the other maintenance records; thus, we strongly suggest that you set up the records in the order presented above..

3.Access the Inventory Adjustment function and record the inventory item's beginning on-hand quantities and costs. For more details, see the Create Inventory Adjustments topic.

4.When you have performed the foregoing steps, you can begin the normal cycle of creating purchase orders/quotes and recording other applicable transactions in the Purchase Order module.

General Guidelines in PO Module Implementation

General Guidelines in PO Module Implementation

See Also