Standard Configuration - Purchasing Module

This document details the standard configuration of the Zudello purchasing module. Any additional will need to be added on either as part of another standard configuration package, or as custom configuration.

Overview

The Purchasing module provides comprehensive procurement management capabilities, enabling organisations to control and streamline their entire purchase-to-pay process. This module handles everything from initial purchase requests and supplier quotations through to final invoice processing and payment, ensuring proper authorisation, validation, and compliance at every step.

The module supports flexible procurement workflows including 2-way and 3-way matching processes, accommodating different organisational requirements for financial control and operational efficiency. It integrates seamlessly with inventory management, financial systems, and approval workflows to provide end-to-end visibility and control over purchasing activities.

Submodule	Description	Document Types
Quotes	Manages supplier quotations and pricing for competitive procurement	Quote, Service Quote
Requisitions	Handles purchase requests requiring approval before conversion to orders	Requisition (3-Way Match), Requisition (2-Way Match), Service Requisition (3-Way Match), Service Requisition (2-Way Match)
Orders	Manages purchase orders for goods and services with delivery tracking	Purchase Order (3-Way Match), Purchase Order (2-Way Match), Service Purchase Order (3-Way Match), Service Purchase Order (2-Way Match)
Invoices	Processes supplier invoices with comprehensive matching and validation	Invoice (3-Way Match), Invoice (2-Way Match), Invoice, Service Invoice (3-Way Match), Service Invoice (2-Way Match), Service Invoice, Expense
Credits	Processes credit notes and adjustments from suppliers	Credit
Statements	Handles supplier statements for account reconciliation	Statement

Quotes Submodule

The Quotes submodule handles supplier quotations and pricing information. This is where you collect and compare prices from suppliers before making purchasing decisions. Once you've selected the best quote, it can be converted directly into a requisition or purchase order to continue the procurement process.

Document types in this submodule:

• Quote - Default for creation, Default for pipeline
• Service Quote

Document Types

Quote Default for creation, Default for pipeline

The Quote document type manages supplier quotations for product-based purchases, enabling organisations to evaluate pricing, terms, and conditions before making purchasing commitments. This document type provides the foundation for competitive procurement processes and informed purchasing decisions.

Quotes can be converted to either requisitions or purchase orders upon acceptance, providing flexibility in how organisations handle the transition from quote evaluation to formal procurement. The system maintains full traceability from initial quote through to final purchase, ensuring that approved purchases align with quoted terms and conditions.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Service Quote

The Service Quote document type is specifically designed for managing quotations related to service-based purchases, accommodating the unique characteristics of service procurement such as time-based billing, milestone pricing, or performance-based contracts.

Service quotes often involve different evaluation criteria compared to product quotes, focusing on service levels, delivery timelines, and ongoing support rather than just price and quantity. Upon acceptance, these quotes can be converted to service requisitions, maintaining the service-specific characteristics throughout the procurement process.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Statuses

Status name	Status type	Selected	Can be set manually?
Approval	APPROVE	true	false
Completed	COMPLETE	false	false
Deleted	DELETED	false	false
Scanning	SCANNING	true	false
Rejected	REJECTED	false	true
Ready	REVIEW	true	true
Processing	PROCESSING	true	false
User Review	REVIEW	true	true
Reject Review	REVIEW	true	true
Archived	CLOSED	false	true
Duplicate	REJECTED	false	true
Unable to Process	REVIEW	true	false
Unsupported	UNSUPPORTED	true	false

Requisitions Submodule

The Requisitions submodule is where users create formal purchase requests. Requesters complete all required information including supplier selection, item codes, and quantities. Once submitted, Zudello automatically checks budgets and routes the requisition to the appropriate approvers. After all approvals are obtained, the requisition converts to a purchase order.

Document types in this submodule:

• Requisition (3-Way Match) - Default for creation, Default for pipeline
• Requisition (2-Way Match)
• Service Requisition (3-Way Match)
• Service Requisition (2-Way Match)

Document Types

Requisition (3-Way Match) Default for creation, Default for pipeline

The Requisition (3-Way Match) document type enables users to request purchases that will follow the complete three-way matching process once approved and converted to purchase orders. This document type is ideal for organisations requiring the highest level of purchase control and validation.

Requisitions created with this document type will automatically convert to Purchase Order (3-Way Match) documents upon approval, ensuring that the subsequent procurement process includes goods receipt confirmation and invoice matching. This provides a complete audit trail from initial request through to final payment.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Requisition (2-Way Match)

The Requisition (2-Way Match) document type allows users to request purchases that will follow a streamlined two-way matching process, requiring only invoice matching upon completion. This document type balances control with efficiency, making it suitable for service purchases or other scenarios where goods receipt validation is not necessary.

Upon approval, these requisitions convert to Purchase Order (2-Way Match) documents, creating a procurement process that validates invoices against purchase orders while bypassing goods receipt requirements. This approach reduces administrative overhead while maintaining essential financial controls.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Service Requisition (3-Way Match)

The Service Requisition (3-Way Match) document type is specifically designed for requesting service-based purchases that require comprehensive validation through the three-way matching process. This document type accommodates the unique characteristics of service procurement while maintaining rigorous control standards.

Service requisitions often involve different approval criteria and validation requirements compared to product requisitions. Upon approval, these convert to Service Purchase Order (3-Way Match) documents, ensuring that the subsequent service procurement process includes appropriate validation steps adapted to service-specific requirements.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Service Requisition (2-Way Match)

The Service Requisition (2-Way Match) document type enables users to request service-based purchases that will follow a streamlined two-way matching process. This document type is ideal for service categories where goods receipt validation is not applicable, such as professional services, maintenance contracts, or consulting work.

Upon approval, these requisitions convert to Service Purchase Order (2-Way Match) documents, creating an efficient procurement process that validates service invoices against purchase orders while eliminating unnecessary validation steps. This approach maintains appropriate controls while optimising the process for service-based purchases.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Statuses

Status name	Status type	Selected	Can be set manually?
Approval	APPROVE	true	false
Completed	COMPLETE	false	false
User Review	REVIEW	true	true
Ready	REVIEW	true	true
Scanning	SCANNING	true	false
Unsupported	UNSUPPORTED	true	false
Archived	CLOSED	false	true
Template	REVIEW	true	true
Draft	REVIEW	true	true
Duplicate	REJECTED	false	true
Processing	PROCESSING	true	false
Reject Review	REVIEW	true	true
Rejected	REJECTED	false	true
Unable to Process	REVIEW	true	false
Deleted	DELETED	false	false

Orders Submodule

The Orders submodule manages purchase orders throughout their lifecycle. Once a requisition is approved, it becomes a purchase order that can be sent to suppliers. Zudello tracks which orders are ready to be placed and which have already been sent to suppliers, keeping you informed of order status at all times.

Document types in this submodule:

• Purchase Order (3-Way Match) - Default for creation, Default for pipeline
• Purchase Order (2-Way Match)
• Service Purchase Order (3-Way Match)
• Service Purchase Order (2-Way Match)

Document Types

Purchase Order (3-Way Match) Default for creation, Default for pipeline

The Purchase Order (3-Way Match) document type establishes the foundation for the most comprehensive purchase control process. This document type creates purchase orders that will require both goods receipt confirmation and invoice matching before the procurement cycle is complete.

This approach provides maximum control over purchasing commitments by ensuring that every step of the procurement process is documented and validated. The purchase order serves as the authorisation for spending, the goods receipt confirms delivery, and the invoice validates the financial transaction, creating a complete audit trail for all purchases.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Purchase Order (2-Way Match)

The Purchase Order (2-Way Match) document type creates purchase orders that require invoice matching for completion but bypass goods receipt requirements. This streamlined approach is ideal for service purchases or scenarios where physical receipt confirmation is not practical.

This document type maintains strong financial controls by ensuring all invoices are validated against authorised purchase orders, while reducing administrative overhead for appropriate purchase categories. It's particularly effective for service contracts, digital products, or other purchases where goods receipt processing doesn't add value.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Service Purchase Order (3-Way Match)

The Service Purchase Order (3-Way Match) document type is specifically designed for service-based purchases that require comprehensive validation through three-way matching. This document type accommodates the unique characteristics of service procurement while maintaining the same level of control as product-based purchases.

Service orders often involve different validation criteria such as milestone completions, time-based billing, or service delivery confirmations. The three-way matching process ensures that services are properly authorised, delivered as specified, and invoiced accurately, adapting the validation process to service-specific requirements.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Service Purchase Order (2-Way Match)

The Service Purchase Order (2-Way Match) document type provides an efficient approach for service-based purchases where goods receipt verification is not applicable. This document type focuses on creating service orders that will be validated against invoices when received.

This approach is particularly effective for ongoing service relationships, professional services, and maintenance contracts where the concept of "goods receipt" doesn't apply. The two-way matching ensures that services are properly authorised and invoiced according to agreed terms while maintaining operational efficiency.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Statuses

Status name	Status type	Selected	Can be set manually?
Approval	APPROVE	true	false
Complete	COMPLETE	true	false
Scanning	SCANNING	true	false
User Review	REVIEW	true	true
Rejected	REJECTED	false	true
Unable to Process	REVIEW	true	false
Closed	CLOSED	false	false
Archived	CLOSED	false	true
Reject	REVIEW	false	true
Ready	REVIEW	true	true
Processing	PROCESSING	true	false
Duplicate	REJECTED	false	true
Unsupported	UNSUPPORTED	true	false
Deleted	DELETED	false	false
Placed	PENDING	true	true
Partially Received	PENDING	true	false
Received	PENDING	true	false
Partially Invoiced	PENDING	true	false
Invoiced Not Received	PENDING	true	false

Invoices Submodule

The Invoices submodule processes supplier invoices through sophisticated matching. When invoices arrive, Zudello performs "three-way matching" - automatically comparing each invoice against the corresponding purchase order and goods receipt. If everything matches perfectly, no additional approvals are needed since the original purchase order approval covers the transaction. Only variances or issues require further approval.

Document types in this submodule:

• Invoice (3-Way Match) - Default for creation, Default for pipeline
• Invoice (2-Way Match)
• Invoice
• Service Invoice (3-Way Match)
• Service Invoice (2-Way Match)
• Service Invoice
• Expense

Document Types

Invoice (3-Way Match) Default for creation, Default for pipeline

The Invoice (3-Way Match) document type is the most comprehensive invoice processing option, designed for organisations requiring the highest level of purchase validation and control. This document type enforces a complete three-way matching process where every invoice must be matched against both a purchase order and a goods receipt before it can be approved for payment.

This matching process ensures that you only pay for goods and services that were actually ordered and received, providing maximum financial control and reducing the risk of fraudulent or incorrect payments. The system automatically validates quantities, prices, and totals across all three documents, flagging any discrepancies for review.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Invoice (2-Way Match)

The Invoice (2-Way Match) document type provides a balanced approach to invoice processing, requiring matching between the invoice and purchase order while bypassing the need for goods receipt verification. This is ideal for service-based purchases or situations where goods receipt processing is not practical or necessary.

This document type maintains strong financial controls by ensuring all invoices are validated against authorised purchase orders, while streamlining the process for scenarios where physical receipt confirmation is not required. The system validates pricing, quantities, and supplier details against the original purchase order.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Invoice

The standard Invoice document type offers maximum flexibility for processing supplier invoices without mandatory matching requirements. This document type is suitable for one-off purchases, emergency purchases, or situations where formal purchase orders are not used.

While this document type doesn't enforce matching, it still provides comprehensive validation capabilities including supplier verification, tax calculations, and approval workflows. It's ideal for organisations with more flexible purchasing processes or for handling invoices that don't fit standard procurement workflows.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Service Invoice (3-Way Match)

The Service Invoice (3-Way Match) document type is specifically designed for service-based purchases that require comprehensive validation through three-way matching. This document type accommodates the unique requirements of service invoicing while maintaining the same rigorous controls as product-based invoices.

Service invoices typically involve different validation criteria than product invoices, often focusing on time-based billing, milestone completions, or service delivery confirmations rather than physical goods receipt. The three-way matching process ensures that services were ordered, delivered as specified, and invoiced correctly.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Service Invoice (2-Way Match)

The Service Invoice (2-Way Match) document type provides an efficient processing method for service-based purchases where goods receipt verification is not applicable. This document type focuses on validating services against the original purchase order while streamlining the approval process.

This approach is particularly effective for professional services, maintenance contracts, and other service categories where the concept of "goods receipt" doesn't apply. The two-way matching ensures that services were properly authorised and are being billed according to agreed terms.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Service Invoice

The Service Invoice document type offers flexible processing for service-based purchases without mandatory matching requirements. This document type is designed for service scenarios where formal purchase orders may not be used or where immediate processing is required.

While maintaining the same validation and approval capabilities as other invoice types, this document type provides the flexibility needed for varied service procurement scenarios, from consulting services to maintenance work that may not follow standard purchasing procedures.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Expense

The Expense document type is specifically designed for processing invoices that don't use item codes and instead rely on account codes to classify expenses. Unlike the Invoice document type which is optimised for item-based purchases, the Expense document type is ideal for invoices covering utilities, professional services, rent, and other expenses that are categorised by accounting codes rather than inventory items.

This document type provides the same comprehensive validation, approval workflows, and financial controls as other invoice types, but with a focus on account-based expense classification rather than item-based inventory management. It's particularly useful for non-inventory purchases that require detailed expense categorisation for financial reporting and budgeting purposes.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Statuses

Status name	Status type	Selected	Can be set manually?
Approval	APPROVE	true	false
Ready	REVIEW	true	true
User Review	REVIEW	true	true
Unable to Process	REVIEW	true	false
Scanning	SCANNING	true	false
Processing	PROCESSING	false	false
Complete	COMPLETE	false	false
Rejected	REJECTED	false	true
Archived	CLOSED	false	true
Deleted	DELETED	false	false
Unsupported	UNSUPPORTED	true	false
Duplicate	REJECTED	false	true
Reject Review	REVIEW	true	false
PO Missing	REVIEW	true	true
GR Pending	REVIEW	true	true
PO Variance	REVIEW	true	true

Credits Submodule

The Credits submodule handles credit notes from suppliers for returns, adjustments, or billing corrections. Credit notes go through the same validation and approval process as invoices, ensuring all credits are legitimate and properly applied to your accounts.

Document types in this submodule:

• Credit - Default for creation, Default for pipeline

Document Types

Credit Default for creation, Default for pipeline

The Credit document type manages credit notes received from suppliers for various scenarios including returned goods, billing adjustments, volume discounts, or service level penalties. This document type ensures that all credit transactions are properly validated, approved, and applied to the correct accounts.

Credit notes require the same level of validation and approval as invoices, ensuring that all credit transactions are legitimate and properly authorised. The system can link credit notes to original invoices or purchase orders, maintaining complete visibility of the relationship between credits and their originating transactions.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Statuses

Status name	Status type	Selected	Can be set manually?
Duplicate	REJECTED	false	true
Rejected	REJECTED	false	true
Unsupported	UNSUPPORTED	true	false
Reject Review	REVIEW	true	true
Completed	COMPLETE	false	false
Approval	APPROVE	true	false
Deleted	DELETED	false	false
Processing	PROCESSING	true	false
Ready	REVIEW	true	true
Scanning	SCANNING	true	false
Unable to Process	REVIEW	true	false
User Review	REVIEW	true	true
Archived	CLOSED	false	true

Statements Submodule

The Statements submodule manages supplier statements and account reconciliation processes, enabling organisations to maintain accurate records of their supplier account balances and transaction history. This submodule plays a crucial role in ensuring that all supplier transactions are properly recorded and reconciled.

The submodule provides comprehensive statement processing including automatic transaction matching, balance reconciliation, and dispute management. It supports various statement formats and provides tools for resolving discrepancies between supplier statements and internal records, ensuring accurate financial reporting and strong supplier relationships.

Document types in this submodule:

• Statement - Default for creation, Default for pipeline

Document Types

Statement Default for creation, Default for pipeline

The Statements submodule manages supplier account statements and reconciliation. This helps you maintain accurate records of supplier account balances and ensures all transactions between you and your suppliers are properly recorded and reconciled.

Header Fields

Field	Type	Editable	Required	Validation rules
document_type	select	true	false	-
document_number	text	true	true	required
date_issued	date	true	true	required
date_due	date	true	false	date format YYYY-MM-DD
date_posted	date	true	false	-
reference	text	true	false	maxLength 100
currency	select	true	false	-

Line Fields

Field	Type	Editable	Required	Validation rules
sku	text	true	false	-
description	text	true	false	-
tax_rate	select	true	false	-
quantity	number	true	false	-
unit_price	number	true	false	-
total	number	true	false	-
note	text	true	false	-

Extension Settings

View Extension Settings

Statuses

Status name	Status type	Selected	Can be set manually?
Duplicate	REJECTED	false	true
Completed	COMPLETE	false	false
Deleted	DELETED	false	false
Processing	PROCESSING	true	false
Ready	REVIEW	true	true
Reconcile	ACTIVE	true	false
Reject Review	REVIEW	true	true
Rejected	REJECTED	false	true
Requested	ACTIVE	true	false
Scanning	SCANNING	true	false
User Review	REVIEW	true	true
Unable to Process	REVIEW	true	false
Unsupported	UNSUPPORTED	true	false
Archived	CLOSED	false	true

Automations

No automations are currently configured for this Purchasing module deployment.

Team Data (Dimensions)

The following team data dimensions are included in the standard deployment:

• Accounts - Chart of accounts for financial coding
• Cost Centres - Cost centre allocation for budget tracking
• Departments - Departmental coding for expense allocation
• Locations - Location-based coding for multi-site operations
• Projects - Project-based allocation for job costing
• Suppliers - Supplier master data management
• Items - Item master data for inventory and purchasing
• Tax Rates - Tax rate configuration for compliance
• Currencies - Multi-currency support for international transactions
• Payment Terms - Payment terms configuration
• Payment Methods - Payment method options

Document Extension Settings

Quotes - Quote Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
currency_conversion	Currency conversion functionality	true	-
match_item	Item matching functionality	true	force: true, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact forced, allowCreation: true
contact_abn	ABN validation for contacts	true	-
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_contact	Prevents new contact creation	true	-
address_select	Address selection functionality	true	-
calculate_line	Line calculation	true	formula: purchase_total_considered_with_tax_treatment
validate_purchase_line_total	Validates line totals	true	-
calculate_document_total	Document total calculation	true	formula: total_equal_to_subtotal_considered_with_tax_treatment
calculate_document_tax	Tax calculation	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
calculate_document_subtotal	Document subtotal calculation	true	-
validate_lines_total	Validates line totals	true	-
validate_purchase_total	Validates purchase total	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
convert_document	Document conversion	true	Converts to PURCHASING/ORDER/PURCHASE_ORDER and PURCHASING/REQUISITION/REQUISITION_3_WAY
contact_bank_details	Bank details for contacts	true	-

Quotes - Service Quote Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
currency_conversion	Currency conversion functionality	true	-
match_item	Item matching functionality	true	force: true, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact forced, allowCreation: true
contact_abn	ABN validation for contacts	true	-
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_contact	Prevents new contact creation	true	-
address_select	Address selection functionality	true	-
calculate_line	Line calculation	true	formula: purchase_total_considered_with_tax_treatment
validate_purchase_line_total	Validates line totals	true	-
calculate_document_total	Document total calculation	true	formula: total_equal_to_subtotal_considered_with_tax_treatment
calculate_document_tax	Tax calculation	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
calculate_document_subtotal	Document subtotal calculation	true	-
validate_lines_total	Validates line totals	true	-
validate_purchase_total	Validates purchase total	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
convert_document	Document conversion	true	Converts to PURCHASING/ORDER and PURCHASING/REQUISITION/SERVICE_REQUISITION_3_WAY
contact_bank_details	Bank details for contacts	true	-

Requisitions - Requisition (3-Way Match) Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	true	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact forced, allowCreation: true
contact_abn	ABN validation for contacts	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	-
validate_no_new_contact	Prevents new contact creation	true	-
calculate_line	Line calculation	true	formula: purchase_total_considered_with_tax_treatment
validate_purchase_line_total	Validates line totals	true	-
calculate_document_total	Document total calculation	true	formula: total_equal_to_subtotal_considered_with_tax_treatment
calculate_document_subtotal	Document subtotal calculation	true	-
calculate_document_tax	Tax calculation	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_lines_total	Validates line totals	true	-
validate_purchase_total	Validates purchase total	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
convert_document	Document conversion	true	Converts to PURCHASING/ORDER/PURCHASE_ORDER_3_WAY
address_select	Address selection functionality	true	-
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
currency_conversion	Currency conversion functionality	true	-
contact_bank_details	Bank details for contacts	true	-

Requisitions - Requisition (2-Way Match) Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	true	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact forced, allowCreation: true
contact_abn	ABN validation for contacts	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	-
validate_no_new_contact	Prevents new contact creation	true	-
calculate_line	Line calculation	true	formula: purchase_total_considered_with_tax_treatment
validate_purchase_line_total	Validates line totals	true	-
calculate_document_total	Document total calculation	true	formula: total_equal_to_subtotal_considered_with_tax_treatment
calculate_document_subtotal	Document subtotal calculation	true	-
calculate_document_tax	Tax calculation	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_lines_total	Validates line totals	true	-
validate_purchase_total	Validates purchase total	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
convert_document	Document conversion	true	Converts to PURCHASING/ORDER/PURCHASE_ORDER_2_WAY
address_select	Address selection functionality	true	-
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
currency_conversion	Currency conversion functionality	true	-
contact_bank_details	Bank details for contacts	true	-

Requisitions - Service Requisition (3-Way Match) Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	true	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact forced, allowCreation: true
contact_abn	ABN validation for contacts	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	-
validate_no_new_contact	Prevents new contact creation	true	-
calculate_line	Line calculation	true	formula: purchase_total_considered_with_tax_treatment
validate_purchase_line_total	Validates line totals	true	-
calculate_document_total	Document total calculation	true	formula: total_equal_to_subtotal_considered_with_tax_treatment
calculate_document_subtotal	Document subtotal calculation	true	-
calculate_document_tax	Tax calculation	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_lines_total	Validates line totals	true	-
validate_purchase_total	Validates purchase total	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
convert_document	Document conversion	true	Converts to PURCHASING/ORDER/SERVICE_PURCHASE_ORDER_3_WAY
address_select	Address selection functionality	true	-
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
currency_conversion	Currency conversion functionality	true	-
contact_bank_details	Bank details for contacts	true	-

Requisitions - Service Requisition (2-Way Match) Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	true	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact forced, allowCreation: true
contact_abn	ABN validation for contacts	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	-
validate_no_new_contact	Prevents new contact creation	true	-
calculate_line	Line calculation	true	formula: purchase_total_considered_with_tax_treatment
validate_purchase_line_total	Validates line totals	true	-
calculate_document_total	Document total calculation	true	formula: total_equal_to_subtotal_considered_with_tax_treatment
calculate_document_subtotal	Document subtotal calculation	true	-
calculate_document_tax	Tax calculation	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_lines_total	Validates line totals	true	-
validate_purchase_total	Validates purchase total	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
convert_document	Document conversion	true	Converts to PURCHASING/ORDER/SERVICE_PURCHASE_ORDER_2_WAY
address_select	Address selection functionality	true	-
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
currency_conversion	Currency conversion functionality	true	-
contact_bank_details	Bank details for contacts	true	-

Orders - Purchase Order (3-Way Match) Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	true	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact enabled, date_due forced
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	-
validate_no_new_contact	Prevents new contact creation	true	-
calculate_line	Line calculation	true	formula: purchase_total_considered_with_tax_treatment
validate_purchase_line_total	Validates line totals	true	-
calculate_document_total	Document total calculation	true	formula: total_equal_to_subtotal_considered_with_tax_treatment
calculate_document_subtotal	Document subtotal calculation	true	-
calculate_document_tax	Tax calculation	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_purchase_total	Validates purchase total	true	-
validate_lines_total	Validates line totals	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
address_select	Address selection functionality	true	-
allocations_matching	Matching with invoices	true	Matches with PURCHASING/INVOICE
currency_conversion	Currency conversion functionality	true	-
contact_abn	ABN validation for contacts	true	-
contact_bank_details	Bank details for contacts	true	-
convert_document	Document conversion	true	Converts to INVENTORY/RECEIPT

Orders - Purchase Order (2-Way Match) Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	true	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact enabled, date_due forced
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	-
validate_no_new_contact	Prevents new contact creation	true	-
calculate_line	Line calculation	true	formula: purchase_total_considered_with_tax_treatment
validate_purchase_line_total	Validates line totals	true	-
calculate_document_total	Document total calculation	true	formula: total_equal_to_subtotal_considered_with_tax_treatment
calculate_document_subtotal	Document subtotal calculation	true	-
calculate_document_tax	Tax calculation	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_purchase_total	Validates purchase total	true	-
validate_lines_total	Validates line totals	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
address_select	Address selection functionality	true	-
allocations_matching	Matching with invoices	true	Matches with PURCHASING/INVOICE
currency_conversion	Currency conversion functionality	true	-
contact_abn	ABN validation for contacts	true	-
contact_bank_details	Bank details for contacts	true	-
convert_document	Document conversion	true	Converts to INVENTORY/RECEIPT

Orders - Service Purchase Order (3-Way Match) Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	true	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact enabled, date_due forced
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	-
validate_no_new_contact	Prevents new contact creation	true	-
calculate_line	Line calculation	true	formula: purchase_total_considered_with_tax_treatment
validate_purchase_line_total	Validates line totals	true	-
calculate_document_total	Document total calculation	true	formula: total_equal_to_subtotal_considered_with_tax_treatment
calculate_document_subtotal	Document subtotal calculation	true	-
calculate_document_tax	Tax calculation	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_purchase_total	Validates purchase total	true	-
validate_lines_total	Validates line totals	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: -
address_select	Address selection functionality	true	-
allocations_matching	Matching with invoices and receipts	true	Matches with PURCHASING/INVOICE and INVENTORY/RECEIPT

Orders - Service Purchase Order (2-Way Match) Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	true	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact enabled, date_due forced
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	-
validate_no_new_contact	Prevents new contact creation	true	-
calculate_line	Line calculation	true	formula: purchase_total_considered_with_tax_treatment
validate_purchase_line_total	Validates line totals	true	-
calculate_document_total	Document total calculation	true	formula: total_equal_to_subtotal_considered_with_tax_treatment
calculate_document_subtotal	Document subtotal calculation	true	-
calculate_document_tax	Tax calculation	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_purchase_total	Validates purchase total	true	-
validate_lines_total	Validates line totals	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
address_select	Address selection functionality	true	-
allocations_matching	Matching with invoices and receipts	true	Matches with PURCHASING/INVOICE and INVENTORY/RECEIPT
currency_conversion	Currency conversion functionality	true	-
contact_abn	ABN validation for contacts	true	-
contact_bank_details	Bank details for contacts	true	-
convert_document	Document conversion	true	Converts to INVENTORY/RECEIPT

Invoices - Invoice (3-Way Match) Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	false	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact enabled, date_due forced
contact_abn	ABN validation for contacts	true	-
contact_bank_details	Bank details for contacts	true	-
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	-
validate_no_new_contact	Prevents new contact creation	true	-
validate_purchase_line_total	Validates line totals	true	-
calculate_document_tax	Tax calculation (view only)	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_lines_total	Validates line totals	true	-
validate_purchase_total	Validates purchase total	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
allocations_matching	3-way matching with inventory and purchase orders	true	Matches with INVENTORY/RECEIPT and PURCHASING/ORDER

Invoices - Invoice (2-Way Match) Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	true	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact enabled, date_due forced
contact_abn	ABN validation for contacts	true	-
contact_bank_details	Bank details for contacts	true	-
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	-
validate_no_new_contact	Prevents new contact creation	true	-
validate_purchase_line_total	Validates line totals	true	-
calculate_document_tax	Tax calculation (view only)	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_lines_total	Validates line totals	true	-
validate_purchase_total	Validates purchase total	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
allocations_matching	2-way matching with purchase orders	true	Matches with PURCHASING/ORDER
currency_conversion	Currency conversion functionality	true	-

Invoices - Invoice Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	true	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact enabled, date_due forced
contact_abn	ABN validation for contacts	true	-
contact_bank_details	Bank details for contacts	true	-
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	-
validate_no_new_contact	Prevents new contact creation	true	-
validate_purchase_line_total	Validates line totals	true	-
calculate_document_tax	Tax calculation (view only)	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_lines_total	Validates line totals	true	-
validate_purchase_total	Validates purchase total	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
address_select	Address selection functionality	true	-
currency_conversion	Currency conversion functionality	true	-

Invoices - Service Invoice (3-Way Match) Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	false	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact enabled, date_due forced
contact_abn	ABN validation for contacts	true	-
contact_bank_details	Bank details for contacts	true	-
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	-
validate_no_new_contact	Prevents new contact creation	true	-
validate_purchase_line_total	Validates line totals	true	-
calculate_document_tax	Tax calculation (view only)	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_lines_total	Validates line totals	true	-
validate_purchase_total	Validates purchase total	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
allocations_matching	3-way matching with inventory and purchase orders	true	Matches with INVENTORY/RECEIPT and PURCHASING/ORDER
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING

Invoices - Service Invoice (2-Way Match) Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	false	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact enabled, date_due forced
contact_abn	ABN validation for contacts	true	-
contact_bank_details	Bank details for contacts	true	-
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	-
validate_no_new_contact	Prevents new contact creation	true	-
validate_purchase_line_total	Validates line totals	true	-
calculate_document_tax	Tax calculation (view only)	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_lines_total	Validates line totals	true	-
validate_purchase_total	Validates purchase total	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
allocations_matching	2-way matching with purchase orders	true	Matches with PURCHASING/ORDER
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
currency_conversion	Currency conversion functionality	true	-

Invoices - Service Invoice Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	false	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	lines/contact enabled, date_due forced
contact_abn	ABN validation for contacts	true	-
contact_bank_details	Bank details for contacts	true	-
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	-
validate_no_new_contact	Prevents new contact creation	true	-
validate_purchase_line_total	Validates line totals	true	-
calculate_document_tax	Tax calculation (view only)	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_lines_total	Validates line totals	true	-
validate_purchase_total	Validates purchase total	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
currency_conversion	Currency conversion functionality	true	-

Invoices - Expense Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
contact_select	Contact selection with line and contact overrides	true	lines/contact enabled, date_due forced, allowCreation: false
contact_abn	ABN validation for contacts	true	-
contact_bank_details	Bank details for contacts	true	-
confirm_contact_creation	Confirmation for new contact creation	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_contact	Prevents new contact creation	true	-
address_select	Address selection functionality	true	model: TeamAddress
validate_purchase_line_total	Validates line totals	true	-
calculate_document_tax	Tax calculation (view only)	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_lines_total	Validates line totals	true	-
validate_purchase_total	Validates purchase total	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
currency_conversion	Currency conversion functionality	true	-

Credits - Credit Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
match_item	Item matching functionality	true	force: false, confirm: false
contact_select	Contact selection with line and contact overrides	true	allowCreation: false
contact_abn	ABN validation for contacts	true	-
contact_bank_details	Bank details for contacts	true	-
confirm_contact_creation	Confirmation for new contact creation	true	-
confirm_item_creation	Confirmation for new item creation	true	-
line_creation	Line item creation functionality	true	-
validate_no_new_line_item	Prevents new line items	true	requiredIf: lines.sku is null
validate_no_new_contact	Prevents new contact creation	true	-
validate_purchase_line_total	Validates line totals	true	-
calculate_document_tax	Tax calculation (view only)	true	formula: tax_equal_lines_tax_sum_based_on_tax_rate
validate_lines_total	Validates line totals	true	-
validate_purchase_total	Validates purchase total	true	-
validate_purchase_total_as_sum_by_lines	Validates total as sum of lines	true	-
validate_document_tax	Validates document tax	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
currency_conversion	Currency conversion functionality	true	-

Statements - Statement Extension Settings

Extension name	Description/purpose	Enabled?	Additional settings
contact_select	Contact selection with line and contact overrides	true	contact forced, allowCreation: false
line_creation	Line item creation functionality	true	-
autocomplete_statement_line	Statement line autocomplete	true	-
validate_statement_line_debit_or_credit	Validates statement line debit or credit	true	-
validate_statement_line_balance	Validates statement line balance	true	-
close_modal	Auto-close modal on status change	true	statusChangedTo: PROCESSING
currency_conversion	Currency conversion functionality	true	-
contact_abn	ABN validation for contacts	true	-
contact_bank_details	Bank details for contacts	true	-
validate_no_new_contact	Prevents new contact creation	true	-

Datasets

No datasets are currently configured for this Purchasing module deployment.