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11.3.2. Purchase Types

Purchase Types are used to distinguish one kind of purchase from another, for reporting purposes. To access the master list of Purchase Types, select the "Purchase Types" option. The following screen will appear:

Purchase Types Master List

The Purchase Types screen displays information on all existing Purchase Types, including Purchase Type Code and description.

11.3.2.1. Purchase Type

To create a new Purchase Type, select the NEW button. The following screen will appear:

Create New Purchase Type

When creating a new Purchase Type, you are presented with the following options:

Code

Enter a unique code to identify the Purchase Type.

Description

Enter a description to further identify the Purchase Type.

Active

Select to indicate the Purchase Type is active. If not selected, the Purchase Type will be considered inactive.

Email Profile

Specify the default EDI email delivery profile you want to associate with the Purchase Type.