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. Note: To configure PR For subtype, create a Master Type on the MASTER CONFIGURATION page. For more information, see Adding Master Configurations.
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.

To configure Application Settings:

Field Description

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