In our system, you have the flexibility to define Purchase Order transaction types to suit your specific business needs. This process is straightforward and can be accessed as follows:
Defining Purchase Order Transaction Types:
- Access SCM Settings: To begin, navigate to the Supply Chain Management (SCM) module within the system.
- Purchase Order Type Master: Within the SCM settings, locate and access the “Purchase Order Type Master.”
- Order Type Details: In the Purchase Order Type Master, you will need to provide the following details for each order type you wish to define:
- Order Type: Assign a unique order type code.
- Short Description: Enter a concise description of the order type.
- Description: Provide a more detailed description of the order type.
- Activation: Activate the order type as needed.
- Save and Apply: After entering the required information, save the order type master settings. Once defined, the order type will become available for use in the system.
PopHelp Access:
By defining the order type master, you ensure that it appears in the PopHelp feature of the system. PopHelp is a tool that provides users with a list of predefined options or values, making it easier to select the appropriate order type when creating Purchase Orders.
Customization for Your Business:
Defining Purchase Order transaction types allows your organization to customize and streamline the procurement process according to your unique requirements. Whether you need different order types for various suppliers, projects, or purchasing scenarios, this feature provides the flexibility to adapt to your specific needs.
If you have any further questions or need assistance with defining Purchase Order transaction types in our system, please refer to the system’s user documentation or reach out to your system administrator for guidance and support.