Operator Group Setup: Page 4 - SunSystems Community Site

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Purchase Order tab

If you wish to restrict the entry period or date on Purchase transactions for the operator group you can use the following fields to define specific ranges of periods and dates. Transactions can then only be entered within these ranges. These are referred to as the Open Ranges. Leave these fields blank if you do not wish to set these restrictions.

The following fields override those that are preset in Purchase Business Setup (PBS).

Purchasing Open Date From
The first date in the range.

Purchasing Open Date To
The last date in the range.

Purchasing Open Period From
The first period in the range.

Purchasing Open Period To
The last period in the range.

Instead of defining these specific dates or periods which then have to be maintained, you can ask the system to calculate the Open Ranges relative to the current date or period. To do this enter a positive or negative number in the following fields. For example, if the Relative Open Period From field is set to -3 and the Relative Open Period To field is set to +3, the Open Range is calculated as starting three periods before the current period and three periods after the current period.

Purchasing Rel Open Date From
Used to calculate the first date in the range.

Purchasing Rel Open Date To
Used to calculate the last date in the range.

Purchasing Rel Open Period From
Used to calculate the first period in the range.

Purchasing Rel Open Period To
Used to calculate the last period in the range.

Maximum Purchase Order Value
Enter the maximum purchase order value that can be ordered from a supplier by members of this operator group.
Click here to see the screenshot

The remaining fields are used with Purchase Invoice Matching. They enable you to define tolerances used in the Purchase Invoice Matching function. That is, figures entered in these fields are applied, both plus or minus, to the amount of the transaction line or multiple lines selected. The value label that the Tolerance Value Percentage and Tolerance Value are applied to is defined in the Match Value field in the Purchase Type.

Options for these fields are:

Blank - no tolerance is applied
0 - zero tolerance is applied. That is, exact matches only are allowed
A figure other than 0. That is, the figure to be used by the tolerance. For example, 10

Purchase Invoice Match Tolerance Quantity Percentage
The percentage tolerance to be applied to the quantity of items when matching orders to invoices. For example, a purchase order of 100 with a match tolerance quantity percentage of 10, can be matched to a single invoice or combination of invoices that total between 90 and 110. This also applies when matching multiple orders to a single invoice.

Purchase Invoice Match Tolerance Value Percentage
The percentage tolerance to be applied to the value when matching order to invoices. For example, a purchase order with a value of £100 with a match tolerance value percentage of 10 can be matched to a single invoice or combination of invoices that total between £90 and £110. This also applies when matching multiple orders to a single invoice.

Purchase Invoice Match Tolerance Value
The tolerance figure to be applied to the value when matching orders to invoices. This is the maximum value by which an invoice can differ from an order. This tolerance value overrides the tolerance quantity percentage and the tolerance value percentage.

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