Business Unit Category
Add an email signature
Coding Restrictions
Create new Business Unit
Custom Fields on Line Items
Customised labels
Date formating
Default delivery address
Division Management
Editing Email Templates
How to hide cost codes
Invoice email forwarding – Microsoft 365
SMTP & Email Sending
T&C on your PO Template
Invoice Processing Help Category
Auto reject supplier invoices
Auto rejecting of invoices issue
Finding an order or invoice
How to create a credit note
Invoice email forwarding – Microsoft 365
Invoice export colours
Invoice Inbox
Invoice List View
Invoice matching
Invoice Processing Explained
Month end cut offs
Negative Order Balance
Setting up Autopilot
Supplier Matching
Waiting for a GRN
Purchase Orders Category
Adding a product to an order
Adding documents to an order
Bulk importing orders
Close Orders Automatically
Closing an order
Copy PO to Buyer
Creating a Purchase Order
Deleting a PO
Duplicate Order Prevention
Editing an order
Finding an order or invoice
GRN an order
Grouped Purchase Orders
Import Line Items
Negative Order Balance
PO Template Editing
Purchase Order Numbering
Purchase Order PDF
Purchase Order Prefix
Purchase Requisition Number
Quick Create a Purchase Order
Send PO to Supplier
Supplier order acceptance
What Is a Purchase Order? Our Guide for AP Professionals
It’s likely that your buyers won’t need the whole chart of accounts to choose from when raising a Purchase Order. The same could be true for Cost Codes or Projects. In Zahara, you can restrict which codes the buyers see when they raise an order (or an invoice). This is all managed in the Division settings. When raising an order the buyer can see a filtered list as shown below:
Edit a Division and click on the the Restrictions tab:
From here you can choose whether to apply the restrictions to Purchase Order, Invoices or Both.
You can filter the nominal codes (or cost codes / projects)
And choose the Codes you wish to show to the Division. They will show with the purple colour as above (Advertising 6201…)
It could be that you have already set a Budget for this Division. You can click the “Set as budget” to on as shown below. This will automatically select the codes used in the budget.
