Last Order Number

Last purchase order number.

This field is generated automatically by Synergetic.

Note: Each business unit must have a unique range of invoice numbers and purchase order numbers. For example, Administration 10000-99999, Library 100000-110000 and so on.

Maximum Order Number

Maximum purchase order number for this business unit.

Order Stationery Suffix

Suffix for the file name used to store the Crystal Report specific to your organisation's order stationery.

For example, if you have modified the purchase order stationery Crystal Report and saved it into the Synergy\Reports\Site directory with an extension like PONAT.rpt, then enter NAT into this field.

Threshold Amount

Specifies the maximum amount that can be purchased on one purchase order.

For example:

• Admin
• Supplier
• Department.

This can be overridden at authorisation time.

Enforce G/L Code Type

Select to require a valid general ledger code in purchase orders:

• during creation
• during authorisation
• never.

Go to Item Code When Entering Purchase Order Detail

This only activates if you have stock control integrated.

If the business unit uses a point of sale system and sells stocked items, Synergetic puts the cursor in the Item Code field instead of the Description field to allow you to quickly select a stock item.

Otherwise Synergetic puts the cursor in the Description to allow you to type in the description of the item.

Print Business Unit Address

Select to print the address of the business unit on the purchase order.

Two Level Authorisation

Adds a second level of authorisation for purchase orders - the Department level.

Allow Zero Dollar Purchase Orders

Select to allow purchase orders of zero value to be made.

Prompt Zero Budget GLs

Select to prompt if general ledger accounts have a budget of zero.

Enable Purchase Order Email/Fax Notification

Allow purchase order notifications to be emailed to the creditor rather than printed and mailed.

Authoriser

Select to include the staff member who authorised the purchase order as a recipient of the purchase order email.

Department Authoriser

Select to include the staff member in charge of authorising department purchase orders as a recipient of the purchase order email.

Note: This is only available if Two Level Authorisation has been selected.

Purchase Order Originator

Select to include the staff member who created the purchase order as a recipient of the purchase order email.

Additional Email Address / Fax Phone No.

Include any other recipients for the purchase order email by typing their email address here.

Field

Description

Default No of Copies to Print

Default number of copies printed of the purchase order.

Description on Copy Number

You can use different descriptions for up to four copies of the purchase order.

Field

Description

Enable Requisitions

Select to enable requisitions for the business unit.

If selected, purchase orders have a status of In Progress until they are completed. They then have the status of Requested until they are authorised.

Email Requisition Notifications

Select to send an email to the staff member who authorises purchase orders when the requisition is completed.

Email Subject

Subject of the email sent to the purchase order authoriser for a requisition order.

Email Message

Body of the email sent to the purchase order authoriser for a requisition order.

Configure who appears as the sender on emailed purchase order notifications. See Purchase Order Email Notification Sender Configuration window.

Configure the layout of the emailed purchase order notification. See Email Letter Template [Purchase Order Email Notification] window.