Consider the below items prior to setting up the purchasing options:

• If your LEA plans to use the Receiving feature, do you want to automatically create payables on the Finance > Maintenance > Pending Payables page?
• Do you have a cutoff date for submitting requisitions? How often are Finance checks run?
• Are you going to use the automatic requisition and PO number assignment feature?
• How are attachments handled?
• If using the workflow feature, who is going to be included in the approval path (first approver? final approver?)
• Do you have a central receiving address or multiple locations? How are received items logged?
• After the final approval of a purchase order, how many PO copies should be printed?
• Are you creating long-term purchase orders for utilities, maintenance, janitorial supplies, etc. with partial pay; purchase authorizations submitted as needed?
• Are you submitting paper requisitions? If so, who is the designated entry person?
• At what point do you plan to enter account codes?
• Do you plan on submitting a purchase order for student and staff travel (hotels, meals, etc.)?
• Do you plan on using commodity codes to group “like-types” of items and track those items/purchases in the Purchasing and Warehouse applications? If so, refer to the ASCENDER - Using Commodity Codes guide for more information.
• Are your employees active in Personnel and Payroll? Originators and Approvers must be active in both applications.