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Introduction to Purchase Ledger Transactions

Introduction to Purchase Ledger Transactions​

Customise Purchase Transactions Settings Each transaction that you generate, i.e. Requisition, Invoice, will contain a unique document number so you can identify each transaction. For example, each Purchase Requisition is numbered sequentially starting from 'PQ00010'.

To view/change transaction settings:

  1. In the main menu bar select Tools.

  2. From the drop-down list, select Options.

  3. Select Purchasing and change the settings accordingly. Each document number can be up to ten characters.

Purchases Menu Bar When generating purchases there are a number of steps that must be followed. These can be seen in logical order on the Purchases menu bar. To view the Purchases menu bar, select 'Suppliers' (left of main screen).

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Image Description

The ABM main application menu bar and ribbon toolbar. The menu bar shows tabs for Home, Documents & Reporting, and Tools. The Home tab ribbon displays groups of buttons including: Change Company, Email, and a section with icons for Purchase, Payments, Settings, Refunds, New Order, Delete, and more. Additional toolbar buttons include Send To Excel, Refresh, Delivery, Invoice, Reorder, Payment Runs, and Handling Payments. The ribbon provides quick access to all major purchasing functions.

Purchases Menu Bar

The typical steps involved in a purchase are: