You can configure various parameters for the users to use the Procurement module.
To configure Application Settings:
- Select Procurement > Configuration > Application Settings.
- On the APPLICATION SETTINGS page, select the Tenant, select or clear the required configuration check boxes as per the User and Organization's requirement.
- Click SUBMIT. The configurations are saved and the changes are reflected on the relevant pages.
Figure: APPLICATION SETTINGS page
Field Description
The following table describes the fields on the APPLICATION SETTINGS page:
Field | Description |
|---|---|
ORGANIZATION HIERARCHY | |
No. of Levels | Select the number of Levels in the Organization hierarchy. You can select 3 levels, less than 3 levels or 4 levels hierarchy. |
Organization | Specify the 1st level in your Organization hierarchy. |
Department | Specify the 2nd level in your Organization hierarchy. |
Group | Specify the 3rd level in your Organization hierarchy. |
Team | Specify the 4th level in your Organization hierarchy. |
PURCHASE ORDER | |
Enable Auto Closure of Purchase Order | If selected, the PO is auto-closed when the Procurement process is completed. If you select this configuration, select the appropriate conditions specified in the PURCHASE ORDER section. |
Close PO When All Invoice Payments are Completely Done | If selected, the PO is auto-closed when all the Invoices are paid. |
Close PO When All GRNs are Received and Approved | If selected, the PO is auto-closed when all the GRNs are received and approved. |
PURCHASE REQUEST | |
Enable Subtype for "PR For" | If selected, the PR For Subtype field becomes enabled on the NEW PURCHASE REQUEST page and as a filter criteria on the GENERATE PURCHASE ORDER page. |
Make Subtype As Mandatory on PR Page | If selected, the PR For subtype becomes a mandatory field on the NEW PURCHASE REQUEST page. |
Make Subtype As Mandatory on Generate PO Page Filters | If selected, the PR For subtype becomes a mandatory filter criteria on the GENERATE PURCHASE ORDER page. |
Enable PR Auto Approval When SR is Linked | This is applicable for the PR linked with SR. If the same Approver has approved the SR, the PR becomes auto approved at that Approver's level(s). |
OTHERS | |
Enable STPI/CT3 Process | If selected, the STPI/CT3 process is enabled for this Tenant. |
Disable GRN Invoice Amount | If selected, the GRN Invoice Amount field is disabled during Invoice Generation when the GRN is generated from the PR. |
Enable Vendor Update Approval | If selected, any update made to the Vendor details goes for approval. |
Display Product Path | If selected, the product path is displayed on the ADD LINE ITEM pop-up page while Line Item selection. |
Notification Parser Mailbox | Specify the Notification Parser Mailbox e-mail address. Upon approval or rejection of the procurement requests by the Approver, e-mail notification is sent to the specified e-mail address. The mailbox is configured on the MAILBOX page in the Admin module. For more information on the MAILBOX page, see Configuring Mailbox in the SummitAI Platform Help. |