Modify Company Information

Modify Company Information lets you set your email preferences and select other options. There are three tabs: Company Information, Email Information, and Form Printing.

Company Information Tab

The Company Information tab lets you customize your company's options. The following check boxes are available at the top of this page:

1. Print Request on PO Form: Prints unapproved requests on purchase order forms. If this option is checked, a PO Form is generated when you click the Print button on the Manage > Requests page. If not, the normal Request List is generated.
2. Include Quantity on Purchase Orders: Select this option to have the Qty, Unit, and Unit Price fields appear on the Detail tab when entering a Request.
3. Force Account #s on Requisitions: Select this option to assign account numbers to the detail lines for each Request. If this option is not selected, Requests can be created without specifying an account number. The account number must still be entered before the Request can be approved.
4. Use Payment Approval Process: Select this option to activate the optional payment approval feature. See Payment Approval Process for more information.
   • Create Invoice in Accounts Payable: Use this option to create an Accounts Payable transaction and post it in Accounts Payable > Manage > Unposted Transactions upon Purchasing Management authorizing payment. The Accounts Payable person can simply select the approved transactions and post them, or, if necessary, review and make changes before updating the General Ledger.
5. Last PO # Used: Displays the last purchase order number used. This value cannot be changed.
6. Last Requisition # Used: Displays the last requisition number used. This value cannot be changed.

You can also customize the Shipping Label and five Custom Labels for use with a custom form. This affects the labeling of the Shipping field and the fields on the Headings tab when entering a new Requisition.

Note: If you do not wish to use a Custom field, just leave the Custom Labels field blank. If all of them are blank, the Headings tab no longer appears when entering new Requisitions.

Email Information Tab

You can select from the following options:

1. Email All Approvers when Requisition is created: Select this option to have the program email all individuals in the selected Approval Path whenever a Requisition is created.
2. Email Next Approval: Select this option to have the program email the next approver at every stage.
3. Email Approved or Rejected: Select this option, and the program sends the creator of the Requisition an email notification and a link to the Purchase Order when the Requisition is rejected or receives final approval.
4. Email Purchase Order to Vendor: Select this option, and the program sends the associated Vendor an HTML copy of the Purchase Order upon approval.

The Check Request Email field allows you to specify an address to notify when a Check Request is approved.

The Email From Name field allows you to enter who you want emails to read as being 'From' for all Purchasing Management notification emails.

Important: You must configure SMTP server settings in the Email Configuration Utility before Purchase Order can send emails (More Information). Email addresses must be set up on Vendor records within Accounts Payable (More Information), and users must have their accounts linked to a vendor.

Important: Customers who are self-hosted cannot email notifications unless the user agent is configured properly. Refer to How to Use User Agents in the Financials for instructions.

Form Printing Tab

To preview or apply a form:

1. Select one of the Default Form options and click Test Printed Form to preview what your form looks like.
2. Alternatively, select Custom Form and click the Choose File button to select the custom form you wish to use.
3. If a custom form is already selected, click the Edit icon, then the Choose File button to select a new custom form. The custom form needs to be in HTML format.

The following fields are available:

Note: The FldShippingFld and FldCustom1Fld-FldCustom5Fld fields refer to the custom labels entered when creating a new Requisition.

Click the Download Form button to download a copy of the currently selected form. When finished, click the Update button to save all changes, the Reset link to undo all changes since the last time Company Information was updated, or the Cancel link to return to the main Purchasing Management page without saving.

Updated June 17, 2026 06:29