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Procurement setup

Purchase tax, spending cards for officers, a sequenced approval chain, and cost centres a purchase invoice can be split across.

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Who this is for: requires inventory.tax.manage (Purchase Tax), inventory.officercheck.manage (Officer Checks), inventory.approvalchain.manage (Approval Chain), inventory.costcentre.manage (Cost Centres, Cost Allocation Rules). Where: Settings → Finance → Procurement Setup

Five tabs configuring the money side of procurement, on top of the Inventory purchase-order-to-payable chain.

Purchase Tax#

A tax rate carries a Code, a short badge (e.g. PPN), a Rate, a Basis (Exclusive/Inclusive), and an Effective date. Change rate doesn't overwrite the row — a rate change is dated, so a purchase order raised before the change and one raised after both keep the rate that actually applied on their date.

Officer Checks#

An officer check is a spending card issued to a person — a name, a reset cadence (e.g. Monthly), and a running balance ("Rp 50.000.000 left of Rp 50.000.000"). New card issues one; Deactivate retires it. This is the officer-check-card convention some markets' procurement processes expect: a bounded, periodically-resetting spending allowance tied to a person rather than a blanket authority.

Approval Chain#

Without a configured chain, a purchase order approves on a single stamp with no threshold or sequence. New chain names it, sets the amount it applies from, and lets you add Steps, in order — each step has a label, an approver rule (e.g. Any approver), and an optional Requires re-authentication toggle for a step that needs the approver to prove identity again (the same step-up mechanism used elsewhere for protected actions) rather than approving on an already-open session alone.

Cost Centres#

Without a cost centre, a purchase invoice cannot be split across one. New cost centre registers one (e.g. Kitchen, Housekeeping); Deactivate retires it without touching invoices already allocated against it.

Cost Allocation Rules#

A rule is a named split — "Kitchen — 100%" allocates a matching invoice entirely to the Kitchen cost centre; a rule can list several centres each carrying a percentage, for an invoice that should be routinely split across more than one. New rule creates one; Deactivate retires it.

What's next#