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Choose staff who receive purchase-invoice expiry notices

Select employees for purchase-invoice expiry notifications. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Purchasing staffPermission: purchase_settings: EditModule v1.7.9
Jump to steps
Where to goAdmin Area → Purchase → Settings → Purchase Order Setting
Before you start
  • Use an account with purchase_settings: Edit and confirm the intended record or setting before making a change.
  • Follow the exact route above. If the screen or action is absent, check module activation, ownership and permissions rather than using another person’s account.
  • Use controlled test data for configuration, integration, email, AI, payment, portal or automation changes before production-wide use.

What you’ll accomplish

Select employees for purchase-invoice expiry notifications. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

  1. Go to Admin Area → Purchase → Settings → Purchase Order Setting.
  2. Go to the exact setting, option or record named in this guide.
  3. Enter or select the required value; leave unrelated options unchanged.
  4. Save the form and wait for the success response.
  5. Reload the page or open a controlled record to confirm the stored value is being used.

Fields and options to review

Invoice headerVendor, contract, purchase order, invoice number, date/due date, currency/rate and payment status.
Invoice linesItems, quantity, rate, tax, discount and totals.
SettlementPayments, batch payments, attachments, recurrence where exposed, expiry notification and linked debit applications.

Rules the system enforces

  • Save through the module settings form and test with a controlled transaction.
  • Do not change unrelated purchase options during a scoped configuration update.
  • Purchase-invoice status changes require the dedicated invoice status capability.
  • Payment labels include Unpaid, Partially paid and Paid.

How to confirm it worked

  • The supported choose staff who receive purchase-invoice expiry notices flow completes without bypassing permission or validation checks.
  • The resulting record, setting, status, file, delivery event or external response is visible from the relevant workspace.
  • Unexpected validation, provider or linked-record errors are investigated before retrying.

Security, privacy and operational checks

  • Apply least privilege to purchasing, vendor, invoice, payment, return, contract and report permissions.
  • Verify vendor identity, bank/payment details, tax, currency, totals and approvals before creating financial commitments.
  • Treat public links, signatures, portal files, attachments and exported reports as controlled business records.
  • Test settings and automated jobs with controlled records before production-wide use.
Configure purchase-invoice expiry notice daysChoose staff who receive new-vendor registration noticesConfigure purchase-order numberingPurchase Management module overviewUnderstand Purchase Management capability groupsBrowse all Purchase Management guidesExpenses FinanceInvoices PaymentsContracts Documents