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1. Open a view in the Payment Types service (typically found under the Accounting application)
2. Verify that Aptify includes at least one valid Payment Types record of Type Purchase Order in the system.
3. Note the ID of the purchase order payment type that you want to use as the default purchase order payment type in the following areas:
   • General Order Entry
   • Advertising Insertion Orders (if using the Advertising add-on module.
   • Pledges (if using the Fundraising add-on module)
   • e-Business Shopping Cart
      
4. From the Entities service (typically found under the Framework application), open the Payment Information entity and modify the default value of the Payment Type ID to point to the ID of the appropriate purchase order or whatever payment type you want to use as the default (although it is typically a Purchase Order payment type for most systems).
   • This is the default purchase order used for all orders, unless otherwise specified.
     
     
5. Save and close the Payment Information entity.
6. Open the Orders entity and go to the Configuration > Attributes tab.
7. Open the PurchaseOrderPaymentTypeID attribute and modify the value so that it points to the ID of the appropriate purchase order.
   • This is the purchase order used for all free orders, if a payment is not specified.
     
     
      
8. Save and close the Orders entity.
9. If using Advertising Insertion Orders, open the Advertising Insertion Orders entity.
10. Go the Configuration - > Attributes tab.
11. Open the PurchaseOrderPaymentTypeID attribute and modify the value so that it points to the ID of the appropriate purchase order. 
    • This is the purchase order used for advertising insertion orders.
    • If the Advertising Insertion Order is for a zero amount, the purchase order specified on the Orders entity is used, since it is free.
    • You can also configure the default value of the PO Number field for the orders and cancellation orders generated by Advertising Insertion Orders by configuring the DefaultPONumberForNewOrder and DefaultPONumberForCancellation attributes.
       
12. Save and close the Advertising Insertion Orders entity.
13. If using Fundraising Management, open the Pledges entity.
14. Go to the Configuration > Attributes tab.
15. Open the PurchaseOrderPaymentTypeID attribute and modify the value so that it points to the ID of the appropriate purchase order. 
    • This is the purchase order used for orders generated by Pledges.
       
16. If using e-Business (5.0 SP3 or later), open the Web Shopping Carts entity.
17. Go to the Configuration > Attributes tab.
18. Open the POPaymentTypeID attribute and modify the value so that it points to the ID of the appropriate purchase order.
    • The Payment Type ID that represents the Purchase Order payment type that should be used with the Bill Me Later feature. If the attribute is not specified or the value of the attribute is less than 1, the Bill Me Later check box is not displayed on the e-Business Credit Card User Control.
       
19. Save and close the Web Shopping Carts entity.

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