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Purchase order defaults are pre-filled on new POs.

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Set purchase order defaults

  1. In ION, go to Settings > Supply Chain > Purchases.
  2. Configure the default values:
    • Default ship to location: The location pre-populated in the ship-to field.
    • Default bill to location: The location pre-populated in the bill-to field.
    • Default currency: The currency pre-selected on new POs.
    • Default terms: The payment terms pre-selected on new POs.
The currency options come from your org’s currency list, which has no settings page. To add a currency, such as GBP, run the createCurrency mutation through the ION API with the currency code as its type. Your role needs the CreateCurrency permission.

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Assign new purchase orders to their creator

Turn on Auto-assign purchase orders to their creator in Settings > Supply Chain > Purchases to make whoever creates a purchase order its assignee. The setting is off by default.
  • An assignee chosen while creating the purchase order, whether a user or a team, always wins over the setting.
  • A purchase order created through the API or an integration is assigned to the account the integration runs as, not to a person. If you turn the setting on, make sure that’s what you want for integration-created orders.
  • Only new purchase orders are affected. Existing ones keep their assignee.
Purchases settings with the Auto-assign purchase orders to their creator toggle switched on, followed by Default ship to location, Default bill to location, Default currency, and Default terms

Auto-assign purchase orders to their creator, above the purchase order defaults.