Prepare Muhasib for Purchasing
How to Prepare Muhasib for Purchasing in Muhasib ERP
Overview
This guide will help you confirm the masters, settings, permissions, and controls needed before recording purchases.
Who can do this
You need access to Relevant purchasing forms plus supplier, item, location, tax, account, batch, and serial.
Before you start
Know the company purchasing policy, document sequence, approval limits, inventory-cost method, tax treatment, and payable accounts.
Before saving, check that the correct company is open and that you have permission to complete this task.
Where to find it
Back Office → Purchases & Suppliers; review Setup and relevant administration settings first.
Prepare Muhasib for Purchasing
Step 1: Confirm the active company and accounting period
Step 2: Verify suppliers and their tax/payment details
Step 3: Verify items, units, locations, batches/serials, purchase prices, and taxes
Step 4: Confirm payment methods, cash/bank accounts, and payable/control accounts
Step 5: Test permissions for purchase, order, return, and supplier-payment roles
Step 6: Confirm opening document number and approval workflow
Check your work
Use a test checklist to confirm each required master is selectable and each user sees only permitted workflows.
Take a moment to check your work before closing the window. This small check can save time later.
If something goes wrong
- Fix missing masters before entering live documents.
- Do not change posting defaults during an active transaction batch without approval.