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general:setup_districtadmin_purchasing_options

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general:setup_districtadmin_purchasing_options [2019/07/03 16:15] – emorenogeneral:setup_districtadmin_purchasing_options [2024/02/12 19:40] (current) – emoreno
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-[[https://tcc-help.net/txeis/districtadmin/doku.php/options/purchasingoptions/currentyear|District Administration > Options > Purchasing Options > Current Year]]+=====Set up District Administration purchasing options=====
  
-Select the applicable options to set up purchasing tables and files for the current year. These options enable the LEA to determine how receiving is used, if requisition and purchase order numbers are automatically assigned, and if payable transactions are automatically created on the [[finance:maintenance:postings:checkprocessingpurchaseorder|Finance > Maintenance > Postings > Check Processing - PO]] page.+[[https://help.ascendertx.com/districtadmin/doku.php/options/purchasingwarehouse/currentyear|District Administration > Options > Purchasing/Warehouse > Current Year]]
  
-{{:general:quickview:district_admin_purchasing_options.jpg|District Administration Purchasing Options}}+Select the applicable options to set up purchasing tables and files for the current year. These options enable the LEA to determine how receiving is used, if requisition/purchase order numbers are automatically assigned, and if payable transactions are automatically created on the [[finance:maintenance:pendingpayables|Finance > Maintenance > Pending Payables]] page.
  
 +{{:general:purchasing_options_permissions_-_da_cy_purchasing_options.jpg|District Administration Purchasing Options}}
  
-^Use Blind Receiving|Select to conceal quantities ordered on the requisition on the [[purchasing:maintenance:receiving:requisition|Purchasing > Maintenance > Receiving > Requisition]] page.\\  \\  If blank, the quantities ordered on the requisition are not concealed.|+ 
 +^Use Blind Receiving|Select to hide the item quantities on the [[purchasing:maintenance:receiving:requisition|Purchasing > Maintenance > Receiving > Requisition]] tab.\\  \\  If blank, the item quantities are displayed.|
 ^Use Req Number as JV Number|Select if you want to automatically populate the journal voucher numbers for general journal transactions when submitting, approving, or returning requisitions.\\  \\  If not selected, the journal voucher numbers for general journal transactions are populated with RQMMDD (e.g., November 12 would be RQ1112) when submitting, approving, or returning requisitions.| ^Use Req Number as JV Number|Select if you want to automatically populate the journal voucher numbers for general journal transactions when submitting, approving, or returning requisitions.\\  \\  If not selected, the journal voucher numbers for general journal transactions are populated with RQMMDD (e.g., November 12 would be RQ1112) when submitting, approving, or returning requisitions.|
 ^Allow Partial Receiving|Select to receive less than the amount ordered.| ^Allow Partial Receiving|Select to receive less than the amount ordered.|
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 ^Allow Receiving Overage|Select to receive more than the amount ordered.\\  \\  If selected, you have to indicate the maximum percentage of overage in the **Percent of Items Over** field. If the **Percent of Items Over** field is 100% and you ordered one item, you can receive two items.| ^Allow Receiving Overage|Select to receive more than the amount ordered.\\  \\  If selected, you have to indicate the maximum percentage of overage in the **Percent of Items Over** field. If the **Percent of Items Over** field is 100% and you ordered one item, you can receive two items.|
 ^Print Extended Description|Select to print the extended description on the purchase order forms.| ^Print Extended Description|Select to print the extended description on the purchase order forms.|
-^Create Receiving Payables|Select to automatically create a payable transaction on the [[finance:maintenance:postings:checkprocessingpurchaseorder|Finance > Maintenance > Postings > Check Processing - PO]] page when using the receiving feature. On the [[finance:maintenance:postings:checkprocessingpurchaseorder|Finance > Maintenance > Postings > Check Processing - PO]] page, the payable transaction displays in the detail portion of the page. You cannot modify the amount, but you can add the invoice number and date, and click **Print** when you are ready to include this transaction when processing vendor checks.\\  \\  If the option is not selected, the payable transaction is not created in Finance when using the receiving feature.|+^Create Receiving Payables|Select to automatically create payable transactions on the [[finance:maintenance:pendingpayables|Finance > Maintenance > Pending Payables]] page when using the receive feature.\\  \\  If not selected, payable transactions are not created in Finance when using the receive feature.|
 ^Allow for Approval Process|Select to use the approval process in Purchasing. If this field is not selected, the **Campus/Dept** field is not displayed on the [[purchasing:maintenance:createmodifyrequisition|Purchasing > Maintenance > Create/Modify Requisition]] page.| ^Allow for Approval Process|Select to use the approval process in Purchasing. If this field is not selected, the **Campus/Dept** field is not displayed on the [[purchasing:maintenance:createmodifyrequisition|Purchasing > Maintenance > Create/Modify Requisition]] page.|
-^Restrict Campus/Dep|Select to limit the campus list to the campuses listed on the [[https://tcc-help.net/txeis/districtadmin/doku.php/maintenance/userprofiles/purchasingrestrictcampusdept|District Administration > Maintenance > User Profiles > Purchasing Restrict Campus/Dept]] tab. By default, this field is not selected and all first approver campuses are allowed.|+^Restrict Campus/Dep|Select to limit the campus list to the campuses listed on the [[https://help.ascendertx.com/districtadmin/doku.php/maintenance/userprofiles/purchasingrestrictcampusdept|District Administration > Maintenance > User Profiles > Purchasing Restrict Campus/Dept]] tab. By default, this field is not selected and all first approver campuses are allowed.| 
 + 
 +VCV Under **Bundle Information**:
  
-Under **Bundle Information**: 
 ^Auto Assign Bundle Number|{{page>general:bundle_information}}| ^Auto Assign Bundle Number|{{page>general:bundle_information}}|
  
-Under **Bid Information**:+VCV Under **Bid Information**:
 ^Auto Assign Bid Number|{{page>general:bid_information}}| ^Auto Assign Bid Number|{{page>general:bid_information}}|
  
-Under **Commodity Codes**:+VCV Under **Commodity Codes**: 
 + 
 +^Restrict Commodity Codes to Buyer|Select to restrict the use of commodity codes to only buyers (i.e., **Buyer** is selected on the District Administration > Maintenance > User Profiles > Purchasing Permissions tab). If selected, only buyers can view the **Commodity Code** field on the Purchasing > Maintenance > Create/Modify Requisition, Create/Modify Contract Requisition and Warehouse > Maintenance > Inventory Maintenance pages.\\  \\  If **Restrict Commodity Codes to Buyer** is not selected, then all users can view the **Commodity Code** field.|  
 +^Use Commodity Codes in Finance Payables|{{page>general:commoditycodes:notes}}| 
  
-^Restrict Commodity Codes to Buyer|Select to restrict the use of commodity codes to only buyers (i.e., **Buyer** is selected on the District Administration > Maintenance > User Profiles > Purchasing Permissions tab). If selected, only buyers can view the **Commodity Code** field on the Purchasing > Maintenance > Create/Modify Requisition & Create/Modify Contract Requisition page.\\  \\  If **Restrict Commodity Codes to Buyer** is not selected, then all users can view the **Commodity Code** field on the Purchasing > Maintenance > Create/Modify Contract Requisition page.|  
-^Use Commodity Codes in Finance Payables|(**Coming soon in a future release**.) Select to use commodity codes in Finance payables.|  
  
-Under **Central Warehouse**:+VCV Under **Central Warehouse**:
 ^Central Warehouse|{{page>general:central_warehouse}}| ^Central Warehouse|{{page>general:central_warehouse}}|
  
-Click **Save**.+VCV Click **Save**.
general/setup_districtadmin_purchasing_options.1562170557.txt.gz · Last modified: 2019/07/03 11:15 (external edit)

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