Purchase Order Default Values

You can set the Purchase Default Values such as the default currency, default tax rate, billing & shipping address, and terms & conditions of the purchase.

To access purchase default values,

• Go to Setup>> Customization >> Purchase Management.
• The Default Values tab lists the available Purchase Order Default Values.

Adding Purchase Default Values

• Specify the Default Sales Tax Rate (%) to be used for calculating the sales tax in all the POs generated. If you wish to have a different tax rate for any specific PO, then enter the new rate while creating that particular PO.

• Specify the Signing Authority.

• If you wish to have tax shipping as a default value, then select the Tax Shipping check box.

• Select the Shipping Address to which the PO items will be shipped and the Billing Address to which the invoice and bill need to be sent.

• Choose the Cost Center department and the Approver(s).

• Enter the Terms & Remarks for the purchase order.

• Specify the PO# Start From number.

• Choose if you want to set the PO owner as approver by enabling the PO Owner as Approver toggle.

• Use the Enable PO Approver Limit toggle to apply the approver's predefined PO approval limit.

• Click Save.