PO Module Preferences window: Integration tab

PurchaseOrderCS > Purchase Order > Options menu > PO Module Preferences window > PO Module Preferences window: Integration tab

Use the options on this tab to set the level of integration you want between Purchase Order and the other installed modules. A description appears to the right of each field that indicates whether or not the module is installed. For any module other than General Ledger that is not installed, the integration options are disabled.

General Ledger

Use this drop-down to select how and what information is shared from Purchase Order to General Ledger. Your integration options are as follows:

• Integration OFF: Purchase Order does not share data with General Ledger.

• Integrated-Detail: transactions post individually to General Ledger. In General Ledger all elements post separately. This option is only available if General Ledger is installed.

• Integrated-Condensed: Income Statement accounts receive detailed posting. Balance Sheet accounts receive summary posting. This option is only available if General Ledger is installed.

• Integrated-Summary: all transactions associated with General Ledger post as one General Ledger transaction. This option is only available if General Ledger is installed.

• Report Only-Detail: Purchase Order does not share data with General Ledger. Upon posting, a report is generated that includes detail information as it would have posted to General Ledger.

• Report Only-Summary: Purchase Order does not share data with General Ledger. Upon posting, a report is generated that includes summary information as it would have posted to General Ledger.

NOTE: If you have Accounts Payable installed, integration to General Ledger must either be on in both modules or off in both modules. For example, if you have integration set to one of the Report Only options in Purchase Order, integration from Accounts Payable to General Ledger must either be Integration Off or a Report Only option. If you have an integrated option selected from Purchase Order to General Ledger, then you must also have an integrated option selected from Accounts Payable to General Ledger.

Inventory

Use this drop-down to select if information is shared from Purchase Order to Inventory. Your integration options are as follows:

• Integration OFF: Purchase Order does not share information with Inventory.

• Integration ON: the system updates the stock item’s on-order quantity when the purchase order is saved. When the same purchase order is received and posted, the system updates Inventory again.

Accounts Payable

Use this drop-down to select if information is shared from Purchase Order to Accounts Payable. Your integration options are as follows:

• Integration OFF: Purchase Order does not share information with Accounts Payable.

• Integration ON: Purchase Order shares information with Accounts Payable.

Job Cost (Accounting product only)

Use this drop-down to select if information is shared from Purchase Order to Job Cost. Your integration options are as follows:

• Integration OFF: Purchase Order does not share actual cost information with Job Cost.

• Integration ON: Purchase Order shares actual cost information with Job Cost.

Fix <Module> Integration

If you receive an error when you try to save your integration setting, the Fix <Module> Integration button appears when you reopen the window after you view the error report. Select this button to verify that you corrected the error and that integration works or to view the error report again.