Use Accounts Payable to manage requisitions and purchase orders. There's a separate module for requisitions and purchase orders that works with Accounts Payable to manage the requisition to purchase order process. If you have purchased the module, you can use the options on the Purchase Order tab in the Organization to use the module and set up the default preferences. 

The options on the Purchase Orders tab will only be available if you have purchased the Connect Purchase Order and Requisitions application. To purchase the PO and Requisitions module, contact a client relationship manager at (800) 228-9851. 

• Purchase and install Caselle Purchase Orders and Requisitions module in the same directory as the Accounts Payable CSLDATA directory. 

Use the Purchase Orders and Requisitions module to manage, enter, and view requisitions and purchase orders. None of the default preferences will be available until the interface is enabled.

Do this...

1. Open Connect Accounts Payable > Organization > Organization.

2. Click to select the Purchase Orders tab.

3. Click to select the checkbox titled Enable Purchase Orders.

Purchase Orders tab, Enable purchase orders checkbox

An encumbrance refers to funds that will cover obligations that arise from unpaid purchase orders. You can choose how the Purchase Orders and Requisitions module will update encumbrances to the general ledger. 

Purchase Orders tab, Disable encumbrances from updating to general ledger

Do you want post encumbrances to the general ledger?  

• Yes, post encumbrances to the general ledger. Click to deselect Disable Encumbrances from Updating to General Ledger.

• No, do not post encumbrances to the general ledger. Click to deselect Disable Encumbrances from Updating to General Ledger.

Set up security to ask the user to enter a password before allowing a user to make changes to a saved purchase order. 

Require password on purchase order changes checkbox

Is a password required to make changes to a saved purchase order?

• Yes, a user must enter a password to change a purchase order that has been saved. Click to select Require Password on Purchase Order Changes. You may need to restart Caselle to apply your changes.

• No, a user can change a purchase order that has been saved without entering a password. Click to deselect Require Password on Purchase Order Changes.

Use this option to display a warning message on the screen when a user enters a quantity on an invoice that is greater than the quantity that you received. The warning will not prevent the user from saving the entered quantity. 

Warn if quantity invoiced exceeds quantity received checkbox

What do you want to do?

• I want to display a warning on the screen. On the Purchase Orders tab, click to select Warn If Quantity Invoice Exceeds Quantity Received.

• I do not want to display a warning on the screen. On the Purchase Orders tab, click to deselect Warn If Quantity Invoice Exceeds Quantity Received.

Use this option to allow the system to save an invoice even when the invoice sent from the vendor is greater than the purchase order amount.  

Allow invoice to exceed purchase order account

What do you want to do?

• Yes, allow a user to save the invoice. On the Purchase Orders tab, click to select Allow Invoice to Exceed Purchase Order Amount. Then, enter the amount or percent over the PO amount on each individual sequence. Followed by the amount or percent of the PO amount on each invoice.  

• No, do not allow a user to save the invoice. On the Purchase Orders tab, click to deselect Allow Invoice to Exceed Purchase Order Amount.

Copyright © 2025 Caselle, Incorporated. All rights reserved.