SOP: Setting Up Purchase Order Settings for EDI Ordering
Objective
To set up the purchase order settings for EDI ordering with a buy group in the HomeSource RPS system.
Key Steps
Access the menu and navigate to Purchase Orders > Settings.
Identify the tab specific to your buy group (e.g., ADC, DMI) and select it.
Set the following standard purchase order settings:
Method of payment
Terms
Shipping service
Warehouse location
Prefix for purchase order number
Default delivery or customer address
Expected date of delivery
Display options for RDC information and end of month
Configure additional settings based on the specific requirements of your buy group, such as connecting buy group accounts to the general ledger.
Cautionary Notes
Ensure that the settings accurately reflect your standard purchasing procedures.
Double-check all information input to avoid errors in future purchase orders.
Be cautious when making changes to default settings, as it may impact the ordering process.
Tips for Efficiency
Save time by presetting standard settings to avoid repetitive data entry.
Regularly review and update settings to align with any changes in purchasing processes or buy group requirements.
Seek assistance from the support team if you encounter any difficulties or uncertainties during the setup process.
By following these steps, you will effectively configure the purchase order settings for EDI ordering with your buy group in the HomeSource RPS system.