Documents setup - Purchases

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To set documents - Purchases:

1.On the Setup ribbon, select Documents setup, if the Documents setup screen is not already displayed.

2.Click on the Purchases tab, if it is not already displayed.

3.Enter or select the following options:

a)Next purchase no. - It is recommended that the Purchase number be prefixed (e.g. PU000001) to identify the document type.

b)Purchase journal  - Select the Purchase Jnl.

c)Layout file - If you have a customized layout file, you may select the layout file. Otherwise, you may select one of the following layout files:

i)Print no inventory codes - If you do not wish to print Inventory codes on document layout files, you may select the following document layout files:

Purchase (no codes)

Purchase A4 (no codes)

Purchase A4 Plain (no codes)

ii)Print inventory codes (up to 10 Characters) - If you enter less than 10 characters in the Inventory code field and less than 25 characters in the Inventory description field, on Action → Inventory items screens, you may select the following document layout files:

Purchase (10 code)

Purchase A4 (10 code)

Purchase A4 Plain (10 code)

iii)Print inventory codes (up to 15 Characters) - If you enter up to 15 characters in the Inventory code field and up to 35 characters in the Inventory description field, on Action → Inventory items screens, you may select the following document layout files:

Purchase (15 code)

Purchase A4 (15 code)

Purchase A4 Plain (15 code)

iv)Layout files no Tax - If you are not registered for Tax (VAT/GST/Sales Tax, you may select the following document layout files:

Purchase No Tax (no codes)

Purchase No Tax (15 code)

The Layout files set in the Documents setup, is a global setting. If you need to set a different layout file for a specific vendor, you may select it on the Delivery address tab - Action Vendor.

You may also change the layout file when printing documents.

d)Layout file 2 - This field is optional. If a layout file is selected, the document will print twice using this layout file. If you have a customized layout file, you may select the layout file. Otherwise, you may select one of the layout files listed above.

e)Purchase heading - This field is not used on the document layout files, but it is recommended that Purchase should be displayed or entered.

f)Purchase message - Enter a global message to be printed on all Purchases.

4.Click on the other tabs, if necessary. Once finished, click on the OK button to save your changes.

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