preferences:purchase_orders

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preferences:purchase_orders [2019/09/18 14:08] – Gary Willettspreferences:purchase_orders [2023/09/02 00:51] (current) – [16.02. Purchase order preferences] Mark Glover
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 {{indexmenu_n>20}} {{indexmenu_n>20}}
-===== 15.02. Purchase order preferences =====+====== 16.02. Purchase order preferences ======
 <WRAP center round important 90%> <WRAP center round important 90%>
   * The preferences described here (accessed through **File > Preferences...**) apply to all stores on an mSupply server.   * The preferences described here (accessed through **File > Preferences...**) apply to all stores on an mSupply server.
-  * In a [[other_stuff:remote_sync|synced system]] there will be multiple 'sync satellites' and these settings can be different on each sync satellite. +  * In a [[synchronisation:introduction|synced system]] there will be multiple 'sync satellites' and these settings can be different on each sync satellite. 
-  * There are some settings that are 'per store' - refer [[https://docs.msupply.org.nz/other_stuff:virtual_stores#the_preferences_tab|Store preferences]], and store preferences can be different for each store on an mSupply server.+  * There are some settings that are 'per store' - refer [[other_stuff:virtual_stores#the_preferences_tab|Store preferences]], and store preferences can be different for each store on an mSupply server.
 </WRAP> </WRAP>
  
 There are two tabs of purchase order preferences in the **File > Preferences...** menu item. There are two tabs of purchase order preferences in the **File > Preferences...** menu item.
  
-==== Purchase Order Defaults tab ====+==== Purchase order defaults tab ====
 {{ preferences:prefs_po1.png?600 }} {{ preferences:prefs_po1.png?600 }}
  
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 The easiest way to see how these fields will look on a Purchase Order is to fill in the fields and then print a sample Purchase Order. Note that we are willing to design custom Purchase Order forms to meet individual needs. The easiest way to see how these fields will look on a Purchase Order is to fill in the fields and then print a sample Purchase Order. Note that we are willing to design custom Purchase Order forms to meet individual needs.
  
-==== Purchase Order 2 tab ====+==== Purchase order 2 tab ====
 {{ :preferences:preferences-prefs_po3.png?600 |}} {{ :preferences:preferences-prefs_po3.png?600 |}}
  
-== Print signature section on Purchase Orders ==+== Print signature section on purchase orders ==
 When this box is checked a section will be printed on Purchase Orders that shows the authorising officer(s) and includes a space for signatures. This is applicable if you print Purchase Orders and post them to suppliers, but should most likely be turned off if you send Purchase Orders via email. When this box is checked a section will be printed on Purchase Orders that shows the authorising officer(s) and includes a space for signatures. This is applicable if you print Purchase Orders and post them to suppliers, but should most likely be turned off if you send Purchase Orders via email.
  
-== Number of decimal places for price field: ==+== Number of decimal places for price ==
 This field allows you to specify the number of decimal places that may be entered in the price field on Purchase Orders. This will override the currency format setting in tne Misc tab only for the price field on Purchase Orders. This field allows you to specify the number of decimal places that may be entered in the price field on Purchase Orders. This will override the currency format setting in tne Misc tab only for the price field on Purchase Orders.
  
-== Prefix printed Purchase Order number with == +== Prefix printed purchase order number with == 
 Enter any required prefix in this field Enter any required prefix in this field
  
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 Enter the number of days to "look back" when evaluating each item's usage to calculate the amount of stock needed. Entering a higher number will give a better long term average, but will mean that orders take longer to create. Enter the number of days to "look back" when evaluating each item's usage to calculate the amount of stock needed. Entering a higher number will give a better long term average, but will mean that orders take longer to create.
  
-== Purchase Order category must be chosen ==+== Purchase order category must be chosen ==
 Check if you need a Purchase order category to be chosen on every purchase order. Check if you need a Purchase order category to be chosen on every purchase order.
  
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 This can be overridden by the user if they hold down the shift key as they click **OK**</WRAP> This can be overridden by the user if they hold down the shift key as they click **OK**</WRAP>
  
-== Expected delivery date must be chosen: ==+== Expected delivery date must be chosen ==
 Check if required, leave unchecked if not. Check if required, leave unchecked if not.
  
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 If this is checked, the numbers of deleted purchase orders will be re-used on the next new purchase orders created. For example, if I delete purchase orders 7 and 10, the next purchase order to be created will be given the number 7 and the second to be created will be given the number 10. If this is checked, the numbers of deleted purchase orders will be re-used on the next new purchase orders created. For example, if I delete purchase orders 7 and 10, the next purchase order to be created will be given the number 7 and the second to be created will be given the number 10.
  
-== Labels for custom fields on Purchase Order categories: ==+== Labels for custom fields on purchase order categories ==
 Fields 1 and 2 accept text entries, field 3 accepts numeric entries. The use of these fields is optional. Fields 1 and 2 accept text entries, field 3 accepts numeric entries. The use of these fields is optional.
  
-// Previous:  [[preferences:general|General preferences]]    Next: [[preferences:invoices|Invoice Preferences]]//+\\ 
 +\\ 
 +|  //  Previous:  **[[preferences:general]]** | | Next: **[[preferences:invoices]]** //  |
 ---- struct data ---- ---- struct data ----
 +pagestatus.status    : 
 ---- ----
  
  • Last modified: 2019/09/18 14:08
  • by Gary Willetts