Prefix applied to auto-generated purchase order numbers.
The next sequence number used when a purchase order is generated.
Automatically email the PO to the vendor once it is fully approved.
Turn on the Blanket Purchase Order module to manage long-term vendor agreements with pre-negotiated pricing and release order tracking.
Allow users to raise a change request (change order) against approved or sent purchase orders. When enabled, the Change Request action appears in the purchase order list actions.
Require bills to have a linked PO and enable automatic matching of bills against purchase orders.
Define which discrepancies are acceptable organization-wide and still allow a bill match to pass.
Quantity Variance
Allow invoiced quantity to differ from PO quantity within a tolerance.
Price Variance
Allow unit price on invoice to deviate from PO price within a tolerance.
Early Delivery
Allow invoicing before the scheduled PO delivery date.
Late Delivery
Allow invoicing after the PO delivery date has passed.
Partial Delivery
Allow invoicing for a portion of the total PO quantity.
Item Substitution
Allow a different item to be matched when descriptions differ but categories match.
Tax Discrepancy
Allow minor differences in tax amounts between invoice and PO.
Currency Rounding
Allow small rounding differences in converted currency amounts.
Prevent saving or posting a bill if the PO match fails (outside tolerance or missing PO).
Bills outside tolerance or without a PO are routed to designated approvers instead of being blocked.
Automatically carry over account coding (Fund, Organization, Account, Program, Activity, Location) from the Purchase Order to the Bill.
Automatically flag bills with no PO match for compliance review.
Automatically flag bills that are only partially matched to a PO for review.