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Set Up General Purchasing Rules and Values

Your company's policies on how to process purchases must be defined during the initial implementation of Microsoft Dynamics NAV. Although this setup work is typically a one-time task executed with the Rapid Implementation Methodology toolkit, it may be relevant to adjust the setup values as company activities expand or change.

The Purchases and Payables Setup window holds the most central setup values, such as which purchase documents are required in purchase processing, how their values are posted, and which document number series is used. Supporting purchasing features, such as return reasons and manufacturing vendors also require setup work, only in other setup windows.

The following table describes a sequence of tasks, with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To See

Configure general policies on how to process purchases and which documents to use.

Purchases & Payables Setup

Define codes that represent purchase lines for standard purchase activities so that new purchase documents can be quickly filled with the standard purchase lines.

How to: Set Up Standard Purchase Codes and Standard Sales Codes

Set up codes for your company's purchasers that can later be assigned to vendors and can be used to prepare statistics and to filter information in printed reports.

How to: Set Up Purchasers

Define purchasing codes to apply to special purchasing activities, such as call-in orders or drop shipments.

Purchasing

Set up item charge numbers to distinguish the different kinds of item charges that can be applied to purchases.

How to: Set Up Item Charge Numbers

Define reasons to return items, and then apply them to purchase or sales return documents.

Return Reasons

List codes for manufacturers to distinguish the origin of the items that you receive from vendors.

Manufacturer

See Also

Concepts

Purchase Goods

Other Resources

Define Material and Production Processes
Configure Finance Processes
Set Up General Sales Rules and Values