Default Values
Configure default values to be populated in the new purchase order (PO) form. You can set default values such as the default currency, default tax rate, billing & shipping address, and terms & conditions of the purchase.
Role Required: SDAdmin
- Go to Setup > Customization > Purchase Management > Default Values.
- The Default Values tab lists fields that can be configured with default values.
- Specify the Default Sales Tax Rate (%) to be used for calculating the sales tax in all the POs generated. If you wish to have a different tax rate for any specific PO, then enter the new rate while creating that particular PO.
- Select the Signing Authority.
- If you wish to have tax shipping as a default value, then enable Tax Shipping.
- Select the Shipping Address to which the PO items will be shipped and the Billing Address to which the invoice and bill need to be sent.
- Choose the Cost Center and Approvers.
- Enter the terms and remarks for the purchase order.
- Specify the PO# Start From number.
- Specify the ID prefix for POs.
- Choose if you want to set the PO owner as the approver.
- Toggle Enable PO Approver Limit to apply the approver's predefined PO approval limit.
- Click Save.
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