Set Purchasing Software Switches - Other Information page

 * Choose Purchase Order Reconciliation Required or Manually transfer POs to History depending upon how you use the system.

(see also Areas to Address - Purchasing in this manual).

Check Sales Tax Footer Lines to automatically include (and calculate) a  line for Sales Tax for each newly created PO.

Vendor Initialization Menu

Set Vendor Software Switches

Check "Track Vendor Statistics" to track Monthly cost variance, on-time performance, and quantity ordered vs. qty. received for each Vendor.

Warning: Tracking statistics requires that Receiving be timely and consistent for all Vendors.

System performance may be slower for the purchasing system due to the extended calculations.

STEP 2 - DEFINE SECURITY

Note: Defining Security is optional. However, most facilities will want to control User access within the system.