Purchasing/Warehouse (Current Year) - DA2010

District Administration > Options > Purchasing/Warehouse > Current Year

This page is used to select the options used 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 > Pending Payables page.

Set requisition options:

Field	Description
Use Blind Receiving	Select to the hide item quantities on the 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 the option is 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 no date is entered, requisitions can be entered at any time.
Allow Receiving Overage	Select to receive more than the amount ordered. If the field is 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 payable transactions on the Finance > Maintenance > Pending Payables page when using the receiving feature. If not selected, payable transactions are not created in Finance when using the receiving feature. Note: For bundled requisitions, the payable transaction is created on the Finance > Maintenance > Postings > Check Processing - PO tab.
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 Maintenance > Create/Modify Requisition page in Purchasing.
Restrict Campus/Dep	Select to limit the campus list to the campuses listed on the 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. In the Next Available Bundle Number field, type the next bundle number to be assigned or click Next Available Bundle Number to populate the next available bundle number to be assigned.

Under Bid Information:

Auto Assign Bid Number	Selected by default to automatically assign a bid number when using the bid processing feature in Purchasing. In the Next Available Bid Number field, type the next bid number to be assigned or click Next Available Bid Number to populate the next available bid number to be assigned.

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

Select to use the commodity code functionality on the Finance > Maintenance > Pending Payables page.

❏ If selected:

• The Actual Cost field can be modified.
• The Net Expend Amt field cannot be modified.
• If the Freight % is greater than zero, then the Freight Amt field can be modified. If not, then the field cannot be modified.

❏ If not selected:

• The Actual Cost field cannot be modified.
• The Net Expend Amt field can be modified.
• The Freight Amt field cannot be modified.

Under Central Warehouse:

Central Warehouse

Click to select the default receiving address for the LEA. You can add or edit address information on the Tables > Receiving Addresses page.

Note: The central warehouse address is printed in the Ship To field on the purchase order if the shipping addresses are different for each requisition in a bundled requisitions purchase order. In this case, the user must indicate the requesting campus, department, and requestor in the line item comments on the purchase order. The line item comments are only printed on the district PO copy.

❏ Click Save.

Other functions and features:

Retrieve	Click to retrieve information from the last save. If you click Retrieve, any unsaved changes will be lost.
Print	Click to print the LEA's purchasing options for the current year. Review the report.

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Purchasing/Warehouse (Current Year) - DA2010

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Purchasing/Warehouse (Current Year) - DA2010

Set requisition options:

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