Purchase order

Graham Davies Updated by Graham Davies

Purchase order configuration options

Navigate to Cepheo® > Business Documents > Setup > Document setup in the Modules menu. This setup extends the generic options and provides additional setup only enhancing the Purchase order.

Purchase order header

Requester will display the name of the requester.

Orderer will display the name of the orderer.

Purchase order line

Use item name shows the item name when on or by default the item description from the purchase order lines.

Price unit, in certain instances the price unit is more than 1 and this needs to be reflected on the purchase order.

Sales tax group will display the sales tax group of each row.

Document totals

Hide charges toggles on/off the Charges section of the totals row. If you never use the charges functionality then you can now remove the column.

Hide round-off toggles on/off the Round off section of the totals row.

Hide discount toggles on/off the Discount section of the totals row.

Document signature will display a default signature image on the purchase order, this is positioned under the Advanced notes and Form notes which are standard document text features. Design your signature image to 40mm x 16mm and use the change button to import it.

How did we do?

Sales packing slip

Project invoice