Purchasing XML Settings

The purchasing module is the module where all purchases of goods and services within the institution are recorded and managed.

XML Settings determines page-specific operating rules. You can access the XML Settings by following the Dashboard > System > Page Settings route while on a page.

Listing Internal Requests and Purchase Requests XML Setup

1 - Only Authorized Processes Come in Filter and List

If Yes is selected, only processes for which the user is authorized will appear on this screen.

2 - Let the User in the System in the Requested By Field Come

If Yes is selected, the user's own name is displayed in the Requested By field, and filtering is performed on the basis of the relevant user, unless it is changed.

14 - Sort Type

The type of sorting is selected from this field. E.g; Descending Date, Ascending Date, etc.

19 - Remaining Account

The internal request entered is converted into an offer or order and its supply is completed. After that, when transactions such as shipment and consumption related to the request are desired to be made from the list page, how to calculate the remaining area is determined.

By all: Current standard calculation (default)

By purchase request: Internal request quantity-related purchase request

According to the delivery note: Internal request amount-related Shipment Delivery Note

According to the inventory receipt: Internal request quantity-related Inventory receipt

By purchase offer: Internal request quantity-related Purchase offer

By purchase order: Internal request quantity-related Purchase order

By production request: Internal request-related Production request

Adding-Updating Internal Request XML Setup

1,2,5,6,7,8,9 XML Settings allow you to set the columns/filters you want or don't want to be displayed on the screen with Yes/No selections.

3 - Default User in the To Field

It works according to Position ID. Position ID values should be separated by commas.

4 - Reflect the Delivery Date to the Product Lines

The delivery date selected in the document is reflected in the product line delivery date

10 - Project Selected Input in Document Project Lines?

If yes, the project in the document will be reflected on the lines where the project information is not selected in the line.

11 - Input Warehouse Location Authorization

If all locations are selected, all locations can be selected regardless of authorization controls.

12 - Output Warehouse Location Authorization

If all locations are selected, all locations can be selected regardless of authorization controls.

Adding-Updating Purchase Requests XML Setup

1,4,5,6,7 XML Settings allow you to set the columns/filters you want or don't want to be displayed on the screen with Yes/No selections.

2 - Reflect the Delivery Date to the Product Lines

The delivery date selected in the document is reflected in the product line delivery date

3 - Default User in the To Field

It works according to Position ID. Position ID values should be separated by commas.

8 - Input Warehouse Location Authorization

If all locations are selected, all locations can be selected regardless of authorization controls.

9 - Output Warehouse Location Authorization

If all locations are selected, all locations can be selected regardless of authorization controls.

Listing Purchase Offers XML Setup

3 - Positions That Can Make Changes in the Employee / Saved By Field

It works according to Position ID. Position ID values should be separated by commas.

4 - Choose the Tender Method?

Allows selection of the tender method.

5 - Choose a Bargain Method?

Allows the selection of the bargaining method.

6 - Maximum Number of Technical Scores per Evaluator

Determines the number of points an evaluator scores.

7 - Number of Valuation Forms Per offer

It determines the number of valuation forms that can be made in each offer.

Add-Update Purchase Offers XML Setup

3,4,5XML Settings allow you to set the columns/filters you want or don't want to be displayed on the screen with Yes/No selections.

1 - Enter Multiple Offers for One Person in the Offer Requests Field?

It allows entering multiple offers for a person in the Offer Requests field.

2 - Display Type of Bidder in Offer Requests Field

Defines the display of member employee or member short name in the Offer Requests field.

6 - Maximum Number of Technical Scores per Evaluator

Sets the maximum number of points a rater can score.

7 - Maximum Number of Technical Scores per Offer

It determines the maximum number of technical points that can be made for each offer.

Listing Purchase Orders XML Setup

Add-Update Purchase Order XML Setup

1 - Transfer Product Additional Costs When Converting Purchase Order to Invoice?

When converting the products in the purchase order to invoice, it is determined whether the additional costs of the last cost record of the product will be reflected on the invoice, if the no option is selected, the additional cost of the product is assigned as 0!

2 - Reflect the Delivery Date to the Product Lines

The delivery date selected in the document is reflected in the product line delivery date.

3 - Project Project Lines in Document

If yes, the project in the document will be reflected on the lines where the project information is not selected in the line.

5 - Calculate Due Date According to Delivery Date

If Yes is selected, automatic due date is calculated based on the delivery date.

Place Batch Order XML Setup

1 - Create an Order by Selecting the Order and Internal Request?

According to Yes and No selection, the page is completely different.

If yes, the listing page appears and the related sales orders and internal requests are listed. After the selections are made, they are converted into a purchase order. More than one selection can be made.

If no, a single sales order is selected and converted into a purchase order.

5 - Should Price List Selection Be Mandatory?

If Yes is selected, price list selection becomes mandatory.