Ideas to Impact Conference: May 28-31, 2019

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After setting up your purchase order defaults, you can add a buyer at any time. You can add as many buyers as you want to meet the needs of your organization.

Keeping buyer information current is very important. You can also edit a buyer's information to change the buyer's name or purchases limit, or add or remove a buyer's automatic approval on all purchase orders. You can also delete buyers who are no longer authorized to buy or no long with your organization; however, you cannot delete a buyer who is assigned to a purchase order.

Tip

When you add a buyer, use the Global Name List to select the name record for the buyer.

Selecting the name record in the Global Name List saves you time because the common information for the individual is copied into the buyer record for you. This also eliminates the possibility of adding a duplicate record.

 To add new buyers
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select Purchase Orders and click Go .
  3. Click Add.
  4. To select a buyer from the Global Name List, in the Last Name field, click Lookup .
  5. Enter the buyer's information.
  6. To continue adding buyers, select Add Another. Otherwise, click OK.
 To update buyer information
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select Purchase Orders and click Go .
  3. Under Available Lists, select Buyers.
  4. Select the buyer you want to update and click Edit.
  5. Make the necessary revisions in the appropriate fields, then click OK.
 To delete a buyer
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select Purchase Orders and click Go .
  3. Under Available Lists, select Buyers.
  4. Select the buyer you want to delete and click Delete.
  5. When the confirmation message displays, click Yes.
 To print a buyer list
  1. Under Advanced Tools, click the Define Lists tab.
  2. In the drop-down list, select Purchase Orders and click Go .
  3. Under Available Lists, select Buyers.
  4. To include buyers in the report who are not active, select Include Inactive Lists.
  5. Click Print.
  6. Click Preview or Print.
Additional Field Information


Automatically Approve All POs
If the buyer has authority to approve all issued purchase orders, select this option. All purchase orders are automatically approved and allowed to post.

Automatically Approve All POs less than/equal to
If the buyer has a buying limit, select this option and enter the dollar amount. Purchase orders exceeding the buyer's limit are not approved or allowed to post.