Purchase Order > Install Purchase Order Module

This section discusses the procedures for installing the Purchase Order (PO) module in AccountMate.

Important points to remember in the installation of the PO module:

1.Before installing the module, verify that your hardware and software resources meet the minimum system requirements.

2.Activate the module.

3.Be sure to install your company's license file.

4.Set up the live company.

5.Set up the group and user access rights.

6.Set up the fiscal period table.

PO Module as an Integrated Module

If the General Ledger module is installed and activated in the system, it must be the first module you set up in AccountMate Enterprise. The system does not allow you to set up the PO module until after you have completed the following steps:

1.Set up the GL module parameters within which you can utilize the GL module using the GL Module Setup function.

2.Create your company's Chart of Accounts and set up all the GL Account IDs that will be used in the Purchase Order module.

3.Assign specific GL account IDs that will become the default accounts used in various PO related transactions using the GL Account Selection function. The GL Account IDs for the following accounts must be set up:

•Inventory (Stock)

•Inventory (Non-Stock)

•Payment Discounts

•Payment Adjustments

•Accrued Received Goods

•Sales Tax Payable

•Suspense

•Freight Revenue

•Freight Costs

•Sales Tax Costs

•Inventory Adjustments

After performing the steps above, you can proceed to set up the PO module. Once you have activated the Purchase Order (PO) module, it is automatically integrated with the General Ledger (GL) module. Integrated modules can transfer or post GL account transactions in GL to any period of the future, current and prior fiscal year, except for restricted posting periods as defined in the General Ledger module.

If you have not activated the Accounts Payable (AP) module, you will be able to access but not fully use certain options in the Vendor Maintenance function such as those that pertain to the accrual of liability for received goods, application of payment, and the AP check payment process.

If you have activated the Inventory Control (IC) module, you will be able to do the following:

•Use different Units-of-Measurements in your PO transactions

•Post PO transactions and receipts into different warehouses

•Set up inventory vendor records and inventory vendor pricing

•Transact using serialized items, lot-controlled items or items that use item specifications.

Install Purchase Order Module

Install Purchase Order Module

See Also