Settings, numbering, PDFs and vendor-portal options

Configure purchase-order numbering

Follow this guide to set purchase-order prefix and next number used for new orders. 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

Set purchase-order prefix and next number used for new orders. The instructions reflect the supplied module’s registered menus, controller actions, views, settings and code-backed validation flow.

Follow these steps

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

Fields and options to review

ActionConfigure purchase-order numbering

Exact navigationAdmin Area → Purchase → Settings → Purchase Order Setting

Module version1.7.9

VerificationVerify the saved record, status, output or setting in the same workspace and review any linked activity, file or notification.

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.

How to confirm it worked

The supported configure purchase-order numbering 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.

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