The name of the Organisation that will be displayed in PurchasePlus.

The Business Name that applies to the Organisation. You may wish to add a Business Name or Legal Trading Name here if it is different to the Organisation name that will be displayed in PurchasePlus.

The Business Number that applies to the Organisation. A Business Number can help Suppliers to identify this Organisation in their local jurisdiction.

The Business Unit can be useful to help identify this Organisation within a large hierarchy.

The email address for this Organisation.

The contact phone number for this Organisation.

The Cost Center Code can be useful to help identify expenses that apply to this Organisation.

The Corporate Code can be useful to help identify this Organisation within a large hierarchy.

If there is a Brand that applies to this Organisation, it can be added here.

The Postal Address of this Organisation.

The Billing Address of this Organisation.

Select the home page style that users at this Organisation will experience.

When this is selected, users at this Organisation will see a currency symbol appear alongside all currency values throughout the application. This should be turned on for most organisations, but should be switched off for organisations whose currency uses very large denominations, for example Thailand, Vietnam, Indonesia, India. The currency currently set for this Organisation is shown below.

When this is selected, users at this Organisation who click the Start Shopping button will be met with a quick create option, which offers an optional Reference field and a Stat Shopping button. The Organisation must have a Default Delivery Address added, as well as a Default Department and Account Code. The Purchase Requisition will be created as an All Suppliers type Requisition, and will be set to Basic mode. The user will still have the option to create other types of Requisitions. This setting may not be suitable for all Organisations.

When this is selected, a promotional banner will appear in the top section of the Basic Shopping view for all users at this Organisation. The content of these banners, including the Supplier who the banner is promoting, appears the same across all of PurchasePlus and this may not be suitable for some Organisations.

Use the options below to determine which Requisition types will appear in the Create Requisition Form for all users at this Organisation. Turning off a Requisition Type here will prevent users from creating a Requisition of that type. Note that if the Organisation is using Quick Create, the All Suppliers Requisition Type will be required.

Use the options below to determine which modules of PurchasePlus should appear in the side menu for all users at this Organisation. This technically will not prevent the user from navigating to these options for example directly via the URL, but it will control the UI experience so that a user would not know that these modules exist at all. This is a simple way to configure the implementation for an Organisation, depending on the selected plan and module upgrades that have been agreed to with the Purchaser.

Here you can select which AP System Type users at this Organisation will experience. This is a very important setting and please do not change it without first having a thorough understanding of the AP System that has been associated to this Organisation. This preference does not change anything about the AP System applied to this Organisation, it only controls which options will appear to users at this Organisation on a Reconciled Invoice or Credit Note, and in the Invoices and Credit Notes area of the Export Center.

Type A should be used if the Organisation exports Invoices and Credit Notes one at a time, to a preset electronic destination. Type B should be used if the Organisation manually creates Export Files via the Export Center, and downloads them or sends them to an electronic destination at their discretion. Type C should be used if the Organisation wishes to both automatically export individual Invoices and Credit Notes, as well as manually create Export Files via the Export Center.

The Accounts Payable System this Organisation is using is shown below. You cannot make changes to the AP System from here, and you cannot set the AP System here. Please speak with the Head of Configuration if you need to set or update teh AP System that this Organisation is using.

The Accounts Payable System this Organisation is using contains the following Account Codes. Here you can decide which Account Codes will apply to the currently selected Organisation.

If applicable, select a Department then an Account Code to record this Invoice against. Your organisation may use Department and Account Codes for recording expenses. If the Invoice is matched to a Purchase Order, the Department and Account Code on the Purchase Order will be set here. You can make changes to these fields here if needed.

If applicable, you can set the Invoice to Auto-Balance. If this option is selected, the Invoice will automatically calculate and update the Tax and Ex-Tax totals of the Invoice if there are any changes made to the Invoice. This can be useful to avoid needing to manually adjust the Invoice Totals when you make changes to the Invoice lines.