Purchase By Invoice - Related Setup

The Net-Chef Purchase By Invoice screen relies on settings established in Enterprise Manager.

A Vendor will be available for a Purchase by Invoice transaction only if the “Allow PBI” box is checked.
The list of vendors available for a Location will be limited to selected vendors if the vendor has been selected as a “PBI Vendor” and the “Show All Active PBI Vendors” box is NOT checked.
Line Items in a Purchase By Invoice transaction are associated with a Category. A category will be available in the Purchase by Invoice screen only if the General Ledger account to which it is linked has the “PBI” box checked.
The category level displayed in the Purchase By Invoice screen is determined by the Preference (General) to “Link GL to” the ‘Category’, ‘Subcategory’, or ‘Microcategory’.
The following User Group controls are related to Purchase By Invoice transactions.

NC-Daily Store Tasks – Purchase by Invoice: Allows users to create new Purchase by Invoice transactions.
NC-Other Store Tasks – View/Edit Recent Purchase by Invoice: Allows users to access the summary screen to view existing transactions.
NC-Purchase by Invoice – Attach Files: Allows users to upload files and link them to a PBI transaction.
NC-Purchase by Invoice – Cancel: Allows users to cancel Purchase by Invoice transactions that are "Awaiting Reconcile" or "Reconciled" (but not yet posted).
NC-Purchase by Invoice – View Payment Information: Allows users to see and click the link that opens the payment information pop-up.