Open SQLSYSSETTING.EXE within the manexSQL root directory.
Enter password when prompted. |  |
Select Material > Purchase Setup from the menu. |  |
Purchase Order Defaults tab
Click the Edit icon in the main toolbar.
For Approvals Required, click on the desired radio button to require either one or two approvals.
Click on the desired radio button for approvals based on PO value (original or current).
Click on the desired radio button to indicate whether or not approvals are required for date or note changes (yes or no).
If you would like to auto-approve POs when importing from XL, or if you would like to auto-assign new Change Order numbers upon approval, tick the appropriate checkboxes.
If you would like to allow partial scheduling without receiving a reminder popup, or if you would like to print labels on PO receipts in the BC (Bar Code Receiving module), tick the appropriate checkbox(es).
Enter the default overage percentage (if applicable).
Enter the number of days beyond which early receipts are rejected (if applicable).
If you would like AVL to be able to be changed upon receipt, or if you would like to use PO dock receiving, tick the appropriate checkbox(es).
Enter the default number of copies you would like to create.
If you would like to print a Bill of Materials (BOM) addendum for all MAKE parts, tick the appropriate checkbox.
Click the Add icon in the main toolbar to add additional MRO (materials, repairs, and other) Receiving GL numbers. Enter the description, then select the appropriate General Ledger account number and description by clicking on the down arrow next to the field as shown below:
When finished, click the Save icon or Abandon Changes icon to save or cancel the changes.
Purchase Order Authorization tab
On this screen, the user establishes the procurement authority levels for individuals.
To add a new user, click on the Add icon and select a user from the "Name" pulldown field. Enter the dollar amount authorized for inventory and/or MRO approval. If the company chooses only one approval, it must be in the "Final" column.
Each user may have different authority levels for different types of purchases. Additionally, a user may have different amounts authorized, depending on whether they are the first approval or the final approval.
For example, a buyer may have authority to do a final approval for $1000, but they must also approve POs up to $10,000 before the person with final authority will authorize the PO.
Setup for Auto-PO when generating from MRP action list tab
In order to create an automatic PO within the MRP action list, the system has to figure out the unit cost. Within this screen, the user can select multiple methods ordered by their preference by selecting items on the left and entering them on the right. The system will attempt to locate the price based on the first method in the selected list (on the right), and if the system cannot find any price information, it will proceed with the next method (on the right) until a price is found. If not found, the system will assign "Manual Entry" and leave it at zero as a default. The price source can be changed and the price can be overwritten in the screen that creates POs from the MRP action list.
Where Used: General Ledger account selection for all MRO purchases. Approvals are required on all Purchase Orders in order to place and receive material.