Purchase Presets - Details

Item Code

If the Preset Type is Item, this field contains the specific Item Code.

Description

The description.

Delivery Address

The address where deliveries will be made as defined in Addresses (ADD).

Asset Code

If the preset is to be attached to a particular asset, this field contains the specific Asset Code.

Account Code

If the preset is to be attached to a particular account, this field contains the specific Account Code.

Carrier

If the preset is to be attached to a particular supplier or carrier, this field contains the specific Supplier Code.

Payment Terms Group

The Payment Terms Group to be applied as defined in Payment Terms (PYT).

Currency Code

The code for the currency to be used for Multi Currency users.

Location Id

The location to be used in the preset.

Batch Reference

The reference number for the batch.

Audit Date

The date when an audit is due. This is shown in the Audit Date field on the purchase order line or purchase invoice line. It may be used to supply an additional date to the purchase order line or purchase invoice line.

Matching Required

This field is available on Purchase Invoice Presets. Check this check box if purchase invoice matching is required.

Relative Order Date

This field is available on Purchase Order Presets. You can force the date used for the purchase order to be calculated relative to the login date by entering a number of days (+ or -) in this field. For example, if you enter +5, the date is calculated as five days ahead of the login date.

Relative Transaction Period

This field is available on Purchase Order Presets. You can force the transaction period used to be calculated relative to the current period by entering a number of periods (+ or -) in this field. For example, if you enter +2, the period is calculated as two periods ahead of the current period.