Purchase order setup

Goal

Configure PO approval, lead time, reject reasons, and match-related defaults that affect orders.

Who it is for

Tenant admin / purchasing admin (purchasing.admin).

Steps

1. Enable purchasing.
2. Open Trade → Purchasing setup (purchasing.admin):
   • po_approval_required and approval threshold amount
   • require_supplier_lead_time / default lead-time days / block_receipt_before_lead_time
   • require_reject_reason when cancelling/deleting POs
   • Match policy (affects later bill post from the order)
3. Assign purchasing.manage (create/receive/bill) and purchasing.post (approve PO).
4. Maintain reject-reason and match-exception catalogs on the setup tabs.

Result

New orders enforce approval and lead-time rules consistently.

Related

• Purchasing setup for bills
• Users and roles