How to Set Up Sage 100 Purchase Order

Learning how to set up Sage 100 Purchase Order is crucial to your Sage 100 success. Learn how to set up Sage 100 Purchase Order with the certified Sage 100 consultants at Accounting Business Solutions by JCS.

 

What’s needed to set up Sage 100 Purchase Order

Before using Purchase Order for a new company, you must complete the Purchase Order system startup process. Before beginning the system startup process, gather the following information:

  • Accounts Payable and Inventory Management are set up and operational
  • The general ledger chart of accounts
  • A list of miscellaneous charges you commonly incur, vendor quantity discount rates available for inventory items, all addresses to which you have orders shipped, and landed cost types you track
  • All open purchase orders and back orders are ready to enter
  • All receipts, invoices, returns, and materials requisitions as of your last closed accounting period are ready to enter

 

How to set up Sage 100 Purchase Order

  1. Enter the Company Code
  2. Enter Accounting Date
  3. Complete Inventory Management Setup
  4. Complete the Accounts Payable Setup
  5. Define Sales Tax Information (if set to track in A/P)
  6. Complete the Purchase Order Setup Wizard
  7. Define Purchase Order Options
  8. Ship-to Address Maintenance
  9. Misc. Charge Maintenance
  10. Landed Cost Maintenance
  11. Vendor Price Level Maintenance
  12. Outstanding P/O Entry
  13. Daily Processing

 

Are you interested in learning how to set up Sage 100 Purchase Order? Accounting Business Solutions by JCS offers Sage 100 training classes, including how to set up Purchase Order in Sage 100.  Our experienced, certified professionals offer a full line of Sage 100 support, training, and data repair. Call us today at 800-475-1047 or email us at solutions@jcscomputer.com today to get started with Sage 100 software today!

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