Set up purchase codes in Administration if you require delivery purchase invoice lines from EDI purchase invoices to match.  This will allow the purchase invoice to complete and post to Quickbooks if all other lines in the invoice match. This saves times as it avoids having to set a department and classification to the delivery purchase code each time a purchase invoice.

  • Login to Prima Administration
  • Click on General Admin
  • Click on Purchase Delivery Codes
  • Click New Delivery Code
  • Enter the Invoice Code that is displayed on the vendor's Purchase Invoice
  • Enter the code Description
  • Choose a Classification and Department from the dropdown lists for invoicing purposes
  • Click Save & Close


Modifying an existing Purchase Code

  • Double click on the code to change
  • Make changes as necessary
  • Click Save & Close