Purchases of Non-Stock Items and Services with Receipts: Implementation Checklist
The following sections provide details you can use to ensure that the system is configured properly for the processing of purchases of non-stock items (including services) with purchase receipts, and to understand (and change, if needed) the settings that affect the processing workflow.
Implementation Checklist
We recommend that before you initially process purchases of non-stock items which may include services, you make sure the needed settings have been specified, and entities have been created, as summarized in the following checklist.
| Form | Criteria to Check |
|---|---|
| Purchase Orders Preferences (PO101000) form |
|
| Vendors (AP303000) form | Make sure that all needed vendors have been created as described in Vendors: General Information. |
| Non-Stock Items (IN202000) form |
Make sure that all non-stock items have been configured as described in Creating Non-Stock Items: Implementation Activity. Also, make sure that the Require Receipt check box (in the Item Defaults section of the General tab) is selected in the settings of each non-stock item for which a purchase receipt will be processed when the item is purchased. |
| Enable/Disable Features (CS100000) | Make sure that the Inventory feature is enabled to be able to create purchase receipts. |
Other Settings That Affect the Workflow
You can affect the workflow of processing purchases by specifying additional settings:
- To cause an accounts payable bill to be created automatically on release of a purchase receipt by default, select the Create Bill on Receipt Release check box on the Purchase Orders Preferences form (in the Other section of the General tab). In this case, when a user creates a purchase receipt on the Purchase Receipts (PO302000) form, the system automatically selects the Create Bill check box in the Summary area. (The user can clear this check box for a particular receipt, if needed.)
- To cause the system to automatically release accounts payable bills that are generated on release of purchase receipts, select the Release AP Documents Automatically check box on the Purchase Orders Preferences form. For information on processing bills, see AP Bills: General Information.
- To cause purchase receipts to be created with the On Hold status (so that users can verify them before processing them further), select the Hold Receipts on Entry check box on the Purchase Orders Preferences form (in the Other section of the General tab).
- To cause the system to automatically release inventory receipts generated on release of purchase receipts, select the Release IN Documents Automatically check box on the Purchase Orders Preferences form (in the Other section of the General tab).
- To cause the system to automatically post general ledger batches generated during processing purchase documents, select the Automatically Post on Release check box in the Posting Settings section of the General Ledger Preferences (GL102000) form. For information on processing general ledger batches, see GL Transactions: General Information.
Testing of Settings
To make sure that all settings have been configured correctly, process a purchase order, as described in Purchases of Non-Stock Items and Services with Receipts: To Process a Purchase of Non-Stock Items and Purchases of Non-Stock Items and Services with Receipts: To Process a Purchase of Services.