Configure Purchasing

Configure and set your company's preferences for the Purchasing application. For example, you can:

  • Choose from a range of preconfigured workflows or create your own advanced workflow.
  • Decide whether to enable the merging or splitting of transactions. For example, you could merge multiple back orders that will be delivered together into one receipt transaction.
  • Create new warehouses and product lines or change existing ones.
  • Establish an approval process for purchase orders.
  • Specify General Ledger variance accounts.
Subscription

Purchasing

Regional availability

All regions
User type Business user with Admin privileges
Permissions

Administration:

Application Subscriptions: List, View, Subscribe, Configure, Remove

Configure the Purchasing application

When you first set up Purchasing, you need to select or install a workflow that determines the type of transactions you can create and how they flow through Intacct. Other options enable you to customize how Purchasing works to suit your company's needs.

  1. Go to Purchasing > Setup > Configuration.

  2. Select or install a workflow for Purchasing.
    • By default, Sage Intacct offers a set of preconfigured workflows for you to choose from. To help you select the right workflow, a diagram illustrates the workflow progression and shows the status of the order at each step along the way.
    • Companies that need to customize their workflow further can create and install an advanced workflow. Learn more about the requirements for advanced workflows.
  3. If you’re using a standard workflow, go to the Accounting section and select your GL accounts.
  4. Select other options as needed. Learn about all Purchasing onfiguration options.
  5. When you're done, select Save.