The first policy to consider is whether to enable purchase order processing.

• When setting up, the default is that purchase orders are enabled.
• Consider whether any of your vendors require purchase orders. If they do, be sure the check box is selected (default) to have purchase orders enabled.
• This policy also affects an Invoice policy decision. If you intend to require that purchase orders are entered prior to the issuance of an invoice, you must enable purchase orders.
• This policy also affects Budget policy.

So, if you enable purchase orders, then you then have additional decisions to make.

This global policy affects fields for Warehouse Items on Purchase Orders.

When you add a PO with the Add Inventory PO button, the PO Entry screen always uses One-to-one Allocations.

When this global policy is set for One-to-Many, i.e., One Allocation per PO Line is turned off (default), adding a regular purchase order does not show fields related to Warehouse Items in the Inventory Module.

If want to show fields related to Warehouse Items, then you have to click the Add Inventory PO button on the purchase orders General Tab, which switches the screen to One-to-One allocations.

Whether you have a Full Inventory License or Basic Inventory License affects how the system acts in one-to-one and one-to-many allocations.

The Warehouse and Item fields show as disabled on an edit for a one-to-many PO when Value Inventory is on, as the user could have added Warehouse and Item to one-to-many POs with Inventory Valuation off, and users should not lose/not be able to see that information if they purchase the Inventory Valuation license.

Receiving a one-to-many purchase order will always go to the "pre-Inventory Valuation license" Receipt screen regardless of Inventory Valuation use or the Use Inventory setting. The Warehouse Items listed in the fields’ picklists and type-aheads only show Items that are valid for the propertycompany on the line when Inventory Valuation is turned on and the policy for One Allocation per PO line is turned on. When Inventory Valuation is turned off, the system shows all Items regardless of whether the propertycompany is using one-to-one or one-to-many.

The global policy, Journal Entries affect the budget, on the global policies Budgets tab affects the Budget button on the Purchase Orders grid.

Please refer to Global Policies Setup - PO Tab for details about the other global policies that affect purchase orders.