How do I configure unit purchase order processing?
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This article or section applies to a Platinum feature currently being developed. Be aware: Content may change. |
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This article or section is under development. Be aware: Content will change as the document progresses. |
Summary
This article explains how to configure your unit purchase order processing system. Once configured you should not need to amend these settings.
More Information
You may configure the order type and statuses to be applied to your unit records.
The unit status controls when nominal postings are made. By linking a status to the various stages of order processing you will ensure the value of a unit is posted to your nominal as it is received into stock (provided your system is using the Automatic Cost of Sales accounting method).
Go to " Reports & Settings Maintenance Options System Administrator Module Settings"
- Select " Unit Sales Module Settings"
- Scroll down the screen to "Links - Purchase Order Processing".
- Select "Purchase order type" and click [Edit].
- Choose the order type to use for unit orders. Usually type 1 will require an order to be Printed, Received and Invoiced before it is considered fully processed. Follow this article to check or create an order type.
- Click [Done]
You may also choose to defer the sale and cost of sale postings for units sold before they are received into stock. This is a common requirement for deals which are invoiced well in advance of being issued to the customer e.g. Combine Harvesters. Please see Deferred profit for unit sales for further instructions.
