Purchasing Preferences

Approval threshold, matching mode, tolerances and the default receiving warehouse.

Overview

Every setting here is read by the transaction screens. Values are validated when saved (for example tolerances must be 0–100). Document numbers are not set here — use Administration → Document Numbering.

When to use purchasing preferences

You are setting up purchasing or changing the approval policy.

Step by step

Review and save — Change a value and Save Settings. Errors are shown next to the button.

Field reference

Field	Description	Required	Data type	Business meaning
Double validation / amount	Require approval above a total.	No	One step / Two step	The amount is compared in company currency.
Matching mode	Three-way or two-way.	No	Choice	Three-way bills only received goods.
Price / quantity variance %	Tolerance.	No	0–100	Bills outside the price tolerance cannot be posted.
Allow back orders	Whether short receipts can create a back order.	No	Allowed / Not allowed	Off ignores the back-order prompt.
Default receiving warehouse	Pre-selected on receipts.	No	Warehouse	Used when no warehouse is chosen.

Permissions

These permission keys control access (granted to roles in Administration → Roles & Permissions):

purchase.settings.read
purchase.settings.update

Vendor Delay Report

Approval Rules