(Paste the contents of the Functional Area description from the NorthScope Page Help Home Page). The purpose of the (Functional Area Name) Preference The Purchasing functional area is used to store all Vendor data and enter all purchasing transactions. The main tasks performed include maintaining vendor data, importing and/or entering AP Invoices, and building AP check and payment batches to pay vendors. The Purchasing functional area integrates with the Financial, Fisherman Accounting, Grower Accounting, and Sales Program functional areas. The purpose of the Purchasing Preference Page is to configure how these features work. From here, users can set defaults, identify which features are used, and how the enabled features perform.
Software Version: 2019.MM09.DD 03 and newer
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| Fields | Description | ||||||||
| Preference Name | Identifies the Preference that is being setup. | ||||||||
| Value | A text box or lookup to set the value of the preference. Preference values are always editable and can be changed at any time, unless otherwise specified. | ||||||||
| Preferences | Description | ||||||||
| Payment | |||||||||
| Accounts Payable ACH Remittance Format | Accounts Payable Check Format | ||||||||
| Purchasing Defaults | Default Invoice, Credit, & PO UOM | Document Management Query URL for Individual Transactions | Document Management Query URL for Multiple Transactions | Payroll Deduction Code for Employee Distributions | |||||
| Settlement Defaults | Default Vendor Checkbook ID | ||||||||
| Checkbox | Used to select one or more records. | ||||||||
| Date Field | The date of the (what is the date for) that was created by the transaction. | ||||||||
| Hyperlink | A hyperlink show the (Field Name) of the transaction. Clicking on the link opens the record view of the transaction. This field is not editable. | ||||||||
| Lookup (from an Enumeration) | A single-select standard lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. This lookup contains all the values in the (EnumerationClassName) Enumeration Class. | ||||||||
| Lookup (non Enumeration) | A (single-select standard, single select load on demand, or multi-select) lookup to select (describe what is being selected). This defaults to (Default Value) and is (always, never, or conditionally) required. If not assigned, the message "(what message is displayed)" will be displayed. This field is (always, never, or conditionally) enabled. ThisA text box to indicate the name of report RDL used for AP ACH Remittance forms. This defaults to blank and is required, and must exactly match an RDL name, before payments can be made to any Fishermen or Loan accounts. If missing, the message "You are missing the Purchasing preference value for "Accounts Payable ACH Remittance Format". Please fill in this preference before proceeding with a payment run." will be displayed when the 'Process Payments' icon is selected from the Vendor Balances page. If it does not match an RDL name, the message "The Report "[preference value]" is not currently defined within your system, ACH Remittance will not be able to be printed with this format." will be displayed when the 'Process Payments' icon is selected from the Vendor Balances page. | ||||||||
| Accounts Payable Check Format | A text box to indicate the name of report RDL used for AP checks. This defaults to blank and is required, and must exactly match an RDL name, before payments can be made to any Vendor. If missing, the message "You are missing the Purchasing preference value for "Accounts Payable Check Format". Please fill in this preference before proceeding with a payment run." will be displayed when the 'Process Payments' icon is selected from the Vendor Balances page. If it does not match an RDL name, the message "The Report "[preference value]" is not currently defined within your system, checks will not be able to be printed with this format." will be displayed when the 'Process Payments' icon is selected from the Vendor Balances page. | ||||||||
| Purchasing Defaults | |||||||||
| Default Invoice, Credit, & PO UOM | A single select standard lookup to identify the unit of measure to default for line items on AP Invoice, Credit Memo, and Purchase Order transactions. This defaults to blank, is not required, and can be changed at any time. Setting this saves time on data entry. The lookup contains a blank value, the current assigned value, and a list of all the 'Active' (what does it include). | ||||||||
| Text box | A text box to... . This defaults to (blank) and is (always, never, or conditionally) required. This must be <= (how many) characters and must be formatted as.... | ||||||||
| Yes/No lookup | A Yes/No lookup to identify whether or not the feature is turned on. The value defaults to "Yes" but can be changed at anytime. A value of "Yes" means that... A value of "No" means that...Units of Measure. | ||||||||
| Payroll Deduction Code for Employee Distributions | |||||||||
| Document Management Query URL for Individual Transactions | |||||||||
| Document Management Query URL for Multiple Transactions | |||||||||
| Settlement Defaults | |||||||||
| Default Vendor Checkbook ID | |||||||||
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