Configuring financial rules for purchase order

You can set up financial rules related to payment authorization, invoicing, and refund for purchase order.

About this task

To define financial rules for a purchase order:

Procedure

  1. Navigate to the Purchase Order Financial Rules screen. To navigate to the Purchase Order Financial Rules screen, perform the following steps:
    1. Log on to Sterling Business Center as a system administrator.
    2. From the System Setup home page, expand the Purchase Order menu, and then click Financial Rules. The Purchase Order Financial Rules screen is displayed.
  2. Select the Validate Charge Name check box if the system must validate whether the charge name used for a purchase order document already exists in the system or not, before proceeding to payment collection.
  3. Click Save.