Configuration
This guide walks through each screen in the Configuration menu of the Purchase module: Purchasing Preferences, Approval Rules, Procurement Budgets.
Purchasing Preferences
Where to find itPurchase → Configuration → Setup → Purchasing Preferences
How to use Purchasing Preferences
- 1Open Purchasing Preferences
In the Purchase module, open Configuration in the green navigation bar, then choose Purchasing Preferences under Setup.
- 2Use the available actions
Buttons available on this screen: Save Settings.
Approval Rules
Where to find itPurchase → Configuration → Setup → Approval Rules
How to use Approval Rules
- 1Open Approval Rules
In the Purchase module, open Configuration in the green navigation bar, then choose Approval Rules under Setup.
- 2Review the list
The list shows these columns: Name, Min Amount, Max Amount, Approver Role, Level, Active. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Rule.
Procurement Budgets
Where to find itPurchase → Configuration → Setup → Procurement Budgets
How to use Procurement Budgets
- 1Open Procurement Budgets
In the Purchase module, open Configuration in the green navigation bar, then choose Procurement Budgets under Setup.
- 2Review the list
The list shows these columns: Name, Period, Budget, Consumed, Usage. Use the search box and filters at the top to narrow it, and click any row to open the record.
- 3Use the available actions
Buttons available on this screen: New Budget.