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Version: 7.0

Purchase settings

Where to find​

Settings are usually located at “Purchase” → “Configuration” → “Settings”.

Purchase order type​

Most purchase behavior is configured on the purchase order type. For each type you can set:

Basic fields​

  • numerator — number format and counter for orders;
  • default currency and the “price includes taxes” flag;
  • default location (if the Inventory flow is enabled);
  • payment terms (if the Invoicing flow is enabled).
  • Receipt type — which document is created as a reserve receipt when the order is confirmed (see Receipts for purchase orders);
  • Bill type — which document is created by the “Create bill” action (see Bills for purchase orders);
  • Bill control — “Ordered quantity” or “Received quantity”; defines which quantity is transferred to the bill;
  • Manufacturing order type — when a purchase order is confirmed, a manufacturing order may be auto-created for the relevant items.

Sending a purchase order to a vendor​

Fields used by the “Send” action:

  • attachment template — the printable form attached to the email;
  • Topic — email subject;
  • email body;
  • Copy to address (Cc).

Once configured, the “Send” action appears on the order card in the “Draft” status and moves the order to “Sent”.

Lock restrictions​

Three independent flags affect the “Lock” action:

  • “Forbid to lock orders with active receipts” — prevents locking while a reserve receipt is in “Ready”;
  • “Forbid to lock orders that are not fully received” — prevents locking while there is a remaining quantity to receive;
  • “Forbid to lock orders that are not fully paid” — prevents locking while not all quantity is paid.

Without these flags, locking proceeds without checks (and the reserve receipt is simply deleted).

Pricelist import type​

A separate Pricelist import type (with a script) is configured globally; it powers the “Import” action on a vendor’s pricelist card. See Vendor pricelists → Importing prices.

Other master data that affects purchase behavior​

  • vendors — header fields, default location, pricelist import type, auto-order period;
  • items and purchase packages — used by auto-order to round quantities;
  • taxes and currencies — common master data.