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: 2019.09.03 and newer
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| Save | Saves all changes. |
| 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 | A 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' 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 | 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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