Options

Select Options from the Tools menu to set up Purchasing options to be used when maintaining or receiving purchase orders. To display the Purchasing and Receiving Options dialog, from the Purchasing and Receiving window, click Tools and click Options.

Click either of the following to go to the procedure steps:

Setting the Default Grid Layout

  1. From the Purchasing and Receiving window, click Tools and then click Options.

  2. To set the default grid layout to be used when maintaining purchase orders, click the button located to the right of the Maintain box.

  3. From the list of grids, click one. For more information about a grid, click the Details button (or if details are already displayed, you can click the Hide button).

  4. Click Open.

  5. To set the default grid layout to be used when receiving purchase orders, click the button located to the right of the Receive box.

  6. From the list of grids, click one. For more information about a grid, click the Details button (or if details are already displayed, you can click the Hide button).

  7. Click Open.

  8. To return a grid layout to the default layout, click Clear.

  9. Click OK.

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Setting the Default Posting Area Format

  1. From the Purchasing and Receiving window, click Tools and then click Options.

  2. To set the default posting area format to be used when maintaining purchase orders, select a format (Full, Mini, or Standard) from the Maintain list.

  3. To set the default posting area format to be used when receiving purchase orders, select a format (Full, Mini, or Standard) from the Receive list.

  4. If you want to Display Suggested Order Information, click to place a check mark in the box. If checked, a block of information will display when you are creating a purchase order that can help in your buying decisions. Some of the fields that will display include quantity on hand, order multiple, quantity on order, and quantity sold during the last 12 periods.

  5. If you want a message to display when you enter an alternate part number, click to place a check mark in the box.

  6. Click OK.

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