10.9 Purchase Order Prefixing

*Purchase Order Prefixing will allow Dealership to add a prefix to their Purchase Order numbers based on Accounting Division. This will make it easy to identify which Division a Purchase Order belongs to.

Setup

To start using Purchase Order Prefixing, navigate to the Accounting Division Maintenance.

*Accounting > General Ledger > Maintenance > Accounting Divisions.

Select the Division you want to add a prefix to.

Select Edit and Enter Credentials for editing Division Maintenance.

Next, enter the prefix for this Division in the Purchase Order Prefix field. The prefix can be up to 3 characters.

Press OK

* Note: Division Maintenance can only be changed by certain users at PBS and should be done before go live. If a dealership would like to start using Purchase Order Prefixing after go live a request will need to be made to PBS.

How it Works

Once all prefixes have been added to each Division, you can being creating Purchase Orders.

In this case we will create a Purchase Order in Division 1.

When we save the Purchase Order we can see the number is prefixed with the characters we set in Division Maintenance.