Default Values

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

  1. Go to Setup > Customization > Purchase Management > Default Values.
  2. The Default Values tab lists fields that can be configured with default values.
  3. 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.
  4. Select the Signing Authority.
  5. If you wish to have tax shipping as a default value, then enable Tax Shipping.
  6. 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.
  7. Choose the Cost Center and Approvers.
  8. Enter the terms and remarks for the purchase order.
  9. Specify the PO# Start From number.
  10. Specify the ID prefix for POs.
  11. Choose if you want to set the PO owner as the approver.
  12. Toggle Enable PO Approver Limit to apply the approver's predefined PO approval limit.
  13. Click Save.