- If you want to allow ConnectIt to create multiple Purchase Orders when there is more than one Vendor listed against Products on the QuoteWerks document, ensure that the Allow creation of Purchase Orders in Sage from multi-Vendor QuoteWerks documents box is ticked. Alternatively, if you would prefer ConnectIt not to create Sage documents from QuoteWerks documents with multiple Vendors listed, then un-tick the box.
- If you want to select which Vendors ConnectIt creates Purchase Orders for, then tick the Select which Vendors to create Purchase Orders for in Sage from QuoteWerks documents tick box. Alternatively, if you would prefer ConnectIt to create Purchase Orders for all Vendors then un-tick the box.
- If you want to use the tax rate from the Sage Supplier record for purchase documents, then tick the Purchase Order Tax Rate from Sage Supplier tick box. Alternatively, to use the tax rate set in QuoteWerks, un-tick the box.
- Click the Save button to retain the settings on the Documents (Purchase Documents) tab.
|
