Purchase & Payable setup use for defining how purchases will be processed.
Follow the steps below for the setup.
1, Use search function to find Purchase & Payable Setup
2, Setup the basic configuration as below:
General Tab
Setup for the fields below it related to Purchase Process
- Ext. Doc. No. Mandatory - select this option if enter external document no. in purchase documents is mandatory
- Default Qty. to Receive -
- select Remainder for allow system default the remaining qty to the field "Qty to receipt",
- select Blank for allow user to enter the field manually before post receipt
- Copy Comments - select the option for copy the comment from previous document to current document according to sales document flow.
- Ignore Updated Addresses - specify copy address from purchase document to Vendor master if it changed in purchase document. By default, change is copied to the vendor card
No Series Tab
Assign the numbering for vendor and purchase documents.
(Reference: Number Series)
Archiving Tab
In Business Central, one the document is converted to document for next step, for example, Convert Quote to Order or Post purchase document
the original document to be deleted by system. Select the Archiving option for archive for the document if needs.
