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general:setup_districtadmin_purchasing_options
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District Administration > Options > Purchasing Options > Current Year
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 > Check Processing - PO page.
| Use Blind Receiving | Select to conceal quantities ordered on the requisition on the Purchasing > Maintenance > Receiving > Requisition page. If blank, the quantities ordered on the requisition are not concealed. |
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| 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. |
| Cutoff Date | Type the final date that the requisitions can be created in the MMDDYYYY format. When the date is less than the current date, new requisitions can no longer be created. If blank, requisitions can be entered at any time. |
| 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. |
| Create Receiving Payables | Select to automatically create a payable transaction on the Finance > Maintenance > Postings > Check Processing - PO page when using the receiving feature. On the 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. |
| 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 > Create/Modify Requisition page. |
| Restrict Campus/Dep | Select to limit the campus list to the campuses listed on the District Administration > Maintenance > User Profiles > Purchasing Restrict Campus/Dept tab. By default, this field is not selected and all first approver campuses are allowed. |
Under Bundle Information:
| Auto Assign Bundle Number |
Selected by default to automatically assign a bundle number when using the bundle requisitions feature. |
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Under Bid Information:
| Auto Assign Bid Number |
Selected by default to automatically assign a bid number when using the bid processing feature in Purchasing. |
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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 page. If Restrict Commodity Codes to Buyer is not selected, then all users can see the Commodity Code field on the Purchasing > Maintenance > Create/Modify Contract Requisition page. |
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| Use Commodity Codes in Finance Payables | (Coming soon in a future release.) Select to use commodity codes in Finance payables. |
Under Central Warehouse:
| Central Warehouse |
Click |
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Click Save.
general/setup_districtadmin_purchasing_options.1562165806.txt.gz · Last modified: 2019/07/03 09:56 (external edit)