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: 20212022.0403.0918 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 | A single-select standard lookup to indicate the name of report used for AP ACH Remittance forms. This defaults to blank and is not required to save the preference. However, in order to make an ACH payment to a Vendor, this field must be populated. If missing, the message "You are missing the Purchasing preference value for "Accounts Payable ACH Remittance". 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. This lookup contains a list of all deployed Reports where the 'Launch From' field is "Direct Print" and the 'Functional Area' field is "Purchasing". | ||||||||
| Accounts Payable Check | A single-select standard lookup to indicate the name of report used for AP checks. This defaults to blank and is not required to save the preference. However, in order to print a check to a Vendor, this field must be populated. If missing, the message "You are missing the Purchasing preference value for "Accounts Payable Check". 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. This lookup contains a list of all deployed Reports where the 'Launch From' field is "Direct Print" and the 'Functional Area' field is "Purchasing". | ||||||||
| Purchasing Defaults | Default Invoice, Credit, & PO UOM | ||||||||
| Default GL Date from current date if transaction date is in a closed Fiscal Period | A Yes/No lookup to identify how GL Date defaults if the transaction date is in a closed fiscal period. This property is required, defaults to “No” and can be changed at any time. This preference will not override a manually entered GL Date, either from the record view or mass update.
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| 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 | A single select standard lookup to assign a default checkbook to be used on new AP Check Batches. This defaults to blank, is not required, and can be changed at any time. This lookup contains a blank value, the current assigned value, and a list of all the 'Active' Checkbooks from ERPx_ERPx_MFCheckbook | ||||||||
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