Exact Globe+

Purchase settings

Menu path

System ➔ General ➔ Settings ➔ Purchase settings

Introduction

These settings are preset by a manager or a person with administrative rights. Thereafter, the employees will perform their purchase operations on Exact Globe Next according to these settings.

What version are you using?

The information in this document is applicable to product update 407 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I define the purchase settings?

In the Purchase settings screen, define the relevant fields.
Click Save.
A message “Changes will take effect after restarting the software” will be displayed.
Click OK.
Restart Exact Globe Next.

Keep in mind: All fields with the “!” icon are mandatory.

How do I edit the purchase settings?

In the Purchase settings screen, make the required changes.
Click Save.
A message “Changes will take effect after restarting the software” will be displayed.
Click OK.
Restart Exact Globe Next.

How do I view the changes made to the settings?

In the Purchase settings screen, click Logbook.
The list of changes made to the settings will be displayed.
Click Close to exit.

Fields

Entry section

Notify if purchase price > cost price

Select this check box to display a notification that the purchase price of a particular item is higher than its cost price.

Order performance dates

Select this check box to allow the entering of the Requested date, Planned date and Original planned date when you enter a purchase order.

Purchase agents only

Select this check box to limit only resources with the purchase agent role to be available for selection at the header section of the entry screens when you create a new purchase order, Return to Vendor (RTV) order, and a blanket purchase order. This can be done at Purchase ? Entries ? Purchase orders, Purchase ? Entries ? RTV orders and Purchase ? Entries ? Blanket purchase orders ? Enter respectively. If the check box is not selected, any active resource can be selected when you record purchase orders, RTV orders, or blanket purchase orders.

Generate purchase order : Set PO date to creation date

Select this check box to set the purchase order date based on today's date (login date) and the purchase price of the item as of today's date will be used in the purchase order. If this check box is not selected, the purchase order date and purchase price of the item will be based on the first fulfillment date of the sales order. This check box is used for back-to-back purchase orders.

Authorise section

Purchase order

Select this check box to require the purchase orders to be authorized before they can be processed.

Authorise from

Type the minimum purchase amount in the default currency that requires authorization. Only purchase orders with an amount equal to or greater than the specified value will need to be authorized. By default, this amount is sets to 0.00.

Note: This check box will be enabled only if you select the Purchase orders check box.

Blanket purchase orders

Select this check box to require all the blanket purchase orders to be authorized before they can be processed.

RTV orders

Select this check box to require all the Return to Vendor (RTV) orders to be authorized before they can be processed.

Receipt section

Assign serial/batch numbers

Select this check box to make it mandatory to assign serial/batch numbers during receipts of serial/batch items.

Note: This check box is available only if you have E-Serial/Batch in your license.

Block batch numbers automatically

Select this check box to automatically block the batch numbers when the batch numbers are created in purchase receipts and production receipts.

When you record purchase receipts in Purchase ? Entries ? Receipts and click Receipts or production receipts in Manufacturing ? Entries ? Receipts production and click Receipts, and then you press F2 at the Serial/batch numbers column, you will see the Blocked check box in the Create: Batch Number screen selected and disabled automatically (see the screen as displayed below). This is possible if you have selected the Block batch numbers automatically check box in System ? General ? Settings ? Purchase settings.

The new batch number that you create will be automatically blocked and cannot be reused the next time a batch number is created at the Create: Batch Number screen. If you do not select the Block batch numbers automatically check box in System ? General ? Settings ? Purchase settings, the Blocked check box at the Create: Batch number screen will be enabled and you can choose to select or clear the Blocked check box when creating a new batch number.

Receipt labels

Select this check box to print the receipt label when you process a purchase receipt.

Receiving slips

Select this check box to print the receiving slip when you process a purchase receipt.

Exchange rate based on receipt date

Select this check box to use the exchange rate based on the receipt date. By selecting this check box, the value of goods received will be calculated based on the exchange rate on the receipt date. If you do not select the check box, the value of goods will be calculated based on the exchange rate on the date of the purchase order.

Use multiple layouts

Select this check box to enable multiple layouts for purchase orders, blanket purchase orders, purchase receipts, or purchase returns to be printed at the same time when receiving items. If you select this check box, you can maintain the multiple layouts via System ? Logistics ? Layouts. You will not see this menu path if you do not select this check box.

New line: Add to purchase order

Select this check box to enable an automatic entry line in the existing purchase order when additional items are delivered from the original purchase items. The Add to pur. check box at the Receipts or Returns screen will be selected.