Setting Purchasing Preferences
Follow this procedure to set purchasing preferences.
To set purchasing preferences:
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Go to Setup > Accounting > Preferences > Accounting Preferences.
For more information, see Accounting Preferences.
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On the General subtab, enable the following:
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Check the Default Supplier Payments To Be Printed box to check the To Be Printed box by default when processing bill payments.
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Check the Supplier Credit Limit Warnings box to receive a warning when you exceed the credit limit for a supplier.
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Check the Vendor Credit Limit Includes Orders box to include purchase orders that are entered but not billed when you make supplier credit limit calculations.
Clear this box to include only billed orders when you make supplier credit limit calculations.
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On the Items/Transactions subtab, enable the following:
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In the Purchase Discount Account list, select a default expense account for purchase discounts.
You can still change the account on individual transactions.
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In the Default Payment Account list, select a default bank account to appear in the Deposit To field on cash sales and customer payments.
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If you handle inventory in several locations, check the Centralize Purchasing in a Single Location box, to consolidate inventory purchasing into one location, .
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On the Order Management subtab, enable the following:
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Check the Allow Expenses on Purchase box to add expenses to purchase orders. This will add an Expenses subtab to your purchase order page.
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In the Default Location for Purchase Orders list, select a location to associate with purchase orders by default. You can change the location on purchase orders you enter as needed.
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Check the Allow Purchase of Assembly Items box to add assembly items to purchase orders, vendor bills, checks, credit card transactions, and vendor credits.
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Click Save.