Purchases of Services Without 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 services that will not be included in a purchase receipt, 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 services without receipt, 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) | |
| Vendors (AP303000) | Make sure that all needed vendors have been configured as described in Vendors: General Information. |
| Non-Stock Items (IN202000) |
Other Settings That Affect the Workflow
You can affect the workflow of processing purchases of services without receipt by selecting the Automatically Post on Release check box on the General Ledger Preferences (GL102000) form to cause the system to automatically post GL batches generated during processing purchase documents. For information on processing GL batches, see GL Transactions: General Information.
Validation of Configuration
To make sure that all configuration has been performed correctly, we recommend that in your system, you process a purchase order by performing instructions similar to those described in Purchases of Services Without Receipts: Process Activity.