Purchase Receives - Preferences

Let’s have a look at the various preferences you can configure for Purchase Receives module in Zoho ERP.

Here’s how configure preferences for your Purchase Receives:

Click the Gear icon on the top right corner of the Home page.
Click Purchase Receives under Purchases.

Approvals tab

Under the Approvals tab, you can configure the approval flow, set the approval hierarchy and its notification preferences for Purchase Receives.

No Approval

You can create Purchase Receives and perform further actions without other users approval.

Simple Approval

Any user with approver permission can approve the purchase receive to perform further actions. You can configure notifications preferences for both the approver and the submitter.

Multi-Level Approval

Approvers can approve the purchase receives based on the approval hierarchy level. The purchase receive will get approved only when all the approvers approve the purchase receive. Approval Hierarchy can be set with a maximum of 10 levels based on priority. However, admins can bypass multiple levels of approval and approve purchase receives at once. Notification preferences can be configured for both submitter and approver.

Custom Approval

The approval flow can be configured and customised based on unique functions. You can define a maximum of ten criteria for a purchase receive and configure its pattern. Approval flow can be configured where approvers are chosen manually or from a lookup field. You can add to a maximum of 20 approvers. You can also configure to auto approve or auto reject purchase receives based on the criteria defined.

Field Customization

You can add multiple custom fields for Purchase Receives and assign different data types for each one of them. You can edit them, mark them as inactive, make them mandatory, choose to show them in PDFs, delete them and configure access for specific roles by clicking the dropdown on the right corner of each created custom field. However, permanent fields cannot be deleted or edited.

Validation Rules

You can configure customised rules to validate the data entered while creating, editing, or converting transactions and to prevent users from performing specific actions. You can create alert messages when users tend to create purchase receive that does not fall under your validation rules. These validation rules can be applied to all transactions or for some transactions based on your preference.

Custom Buttons & Links

You can create a new custom button in Purchase Receives to perform customised actions for your transactions or open external links. You can create them using deluge script and execute actions based on the functions you add. You can select where to display your custom buttons in the Location field.

You can create related lists in Purchase Receives to fetch data from third-party services and view them within Zoho ERP. Alternatively you can use the lookup custom field to fetch data from another module without switching in between.