The Purchase Settings area holds master data and configuration for suppliers, pricing, taxes, document types, and module-wide purchase behaviour. Use this page as a hub to jump to each settings screen.
| **Page** | **Description** |
|----------|-----------------|
| Basic Pricing | Set default purchase prices by item and unit. Filter by item group and bulk-update from the grid. |
| Pricing Rule | Date-range pricing rules by supplier group or supplier, with item-level price or discount schemes. |
| Supplier Rate Tracking | Report to view and maintain supplier-specific item rates over time. |
Master data
| **Page** | **Description** |
|----------|-----------------|
| Supplier Groups | Group suppliers for reporting, pricing rules, and mandatory-field rules. |
| Purchase Types | Form types with supply type, document headers, transaction ID formats, footer notes, RCM, and tax rules. |
| Purchase Tax Config | Default purchase taxes by purchase type, item group, or item. |
| Purchase Expense Types | Categories for purchase expense entries. |
| Purchase Return Reason | Reasons recorded on purchase return orders. |
| Supplier Opening Balance | Opening payable balances and reference bills for suppliers at go-live. |
Suppliers
| **Page** | **Description** |
|----------|-----------------|
| Suppliers | Supplier master records used on all purchase transactions, payments, and supplier reports. |
FAQ
Where do I configure purchase module behaviour?
Use Purchase Settings for validation, discounts, bill layout, quick purchase, and price behaviour.
Where do I set default purchase prices?
Use Basic Pricing for item defaults and Pricing Rule for supplier-specific or date-range pricing.
Where do I configure taxes on purchase lines?
Define taxes in Accounts, map defaults in Purchase Tax Config, and assign document rules in Purchase Types.
Where do I manage suppliers and opening payables?
Use Suppliers and Supplier Groups for master data, and Supplier Opening Balance for go-live payables.