Purchase Presets - General

  1. Specify this information:
    Preset Code
    An identifying code for the preset.
    Preset Status
    The preset status.
    Preset Description
    The preset description.
    Preset Short Heading
    The preset short heading.
    Preset Look Up
    The preset look up.
    Preset Type

    The type of preset required. The options are:

    • Start of document

      To attach the preset to the start of the document.

    • Item

      To attach the preset to a particular item. The item is specified in the Item Code field

    • Prompted

      To prompt the user.

    • Line number

      To attach the preset to a particular line of the document.

    • End of Document

      To attach the preset to the end of the document.

      Note: Start of Document and End of Document presets must be completely valid and contain enough information to create a valid transaction line without any additional data being manually entered or any warning message being displayed.
    Preset Totaling
    If this box is checked, you can total or subtotal a line value over the lines entered.
    Preset Line Number
    Number of the line within the preset. In Purchase Order Entry or Purchase Invoice Entry, the line is incremented automatically, so this field applies the preset to a particular line.
    Buyer
    The employee to be defined as the buyer for the item.
  2. Save your changes.