Purchase Management General Settings
Overview
The General Settings section under Purchase Management allows you to configure procurement and asset tracking, including the default CI type and default CI status for received items ensuring asset classification and status assignment consistency.
Key Features
- The General Settings section in Purchase Management allows you to automatically assign a predefined configuration item type (e.g., Laptop, Server) when new assets are received.
- You can also set the initial status of received items for better asset tracking.
How to Configure Purchase Management General Settings?
To configure the General Settings under Purchase Management, follow the steps below.
Navigate to Settings > Purchase Management > General Settings.
The Purchase Management Settings page is displayed.
Select the CI type for received CIs from the Default CI type for received CIs dropdown list and CI status from the Default CI status for received CIs. Then, click Save.
The general settings for purchase management are configured.