pexsettings

name

pex:settings

description

ProcurementExpress settings, reference data, and integrations via CLI. Covers tax rates, webhooks, currencies, chart of accounts (GL codes), QuickBooks customers/classes, and send-to-supplier templates. CLI commands: pex tax-rate, pex webhook, pex currency, pex chart-of-account, pex qbo-customer, pex qbo-class, pex template, pex company details. Triggers on: tax rate, VAT, webhook, currency, chart of accounts, GL code, QuickBooks, QBO customer, QBO class, accounting integration, company settings, custom fields, templates.

ProcurementExpress Settings & Reference Data

Prerequisites

Authenticate and set active company first (pex:setup skill).

Company Settings & Custom Fields

pex company details  # full settings, custom fields, currencies, payment terms

Key settings in company_setting:

• date_format — date format for all date fields across the API
• currency_id — default currency
• gross_or_net — whether amounts are gross or net
• approval_flow_enabled, invoice_enabled

Tax Rates

pex tax-rate list
pex tax-rate list --archived
pex tax-rate show 5
pex tax-rate create --name="VAT 20%" --value=20
pex tax-rate update 5 --value=21 --archived

Currencies

pex currency list       # company-enabled currencies
pex currency list-all   # all available currencies globally

Webhooks

Webhooks fire HTTP POST on PO lifecycle events.

pex webhook list
pex webhook show 8
pex webhook create --name="Slack Notify" \
  --url="https://hooks.slack.com/..." \
  --event-type=new_po,po_approved,po_cancelled \
  --basic-auth-uname=user --basic-auth-pword=pass

pex webhook update 8 --event-type=new_po,po_approved --archived
pex webhook delete 8

Event Types

new_po, po_approved, po_delivered, po_paid, po_cancelled, po_update

Options

• --name, --url, --event-type (required for create, comma-separated)
• --json-wrapper — root key for JSON payload
• --send-as-text — send as text instead of JSON
• --basic-auth-uname, --basic-auth-pword — basic auth
• --attributes — JSON array: [{"attrib_type":"header","key":"X-Custom","value":"val"}]

Chart of Accounts (GL Codes)

Used for accounting classification on PO/invoice line items.

pex chart-of-account list --search="office" --page=1 --per-page=50
pex chart-of-account show 15

QuickBooks Integration

# Customers
pex qbo-customer list --search="acme"
pex qbo-customer show 20

# Classes
pex qbo-class list --search="consulting"
pex qbo-class show 12

Send-to-Supplier Templates

pex template list  # email templates for forwarding POs
pex template forward 5 --emails="[e-mail]" --po-id=123 --note="Please review"

Where Reference Data Is Used

Data	Used In
Tax rates	PO line items (tax_rate_id), invoice line items, products
Currencies	Budgets, POs, invoices, payments, suppliers
Chart of accounts	PO line items, invoice line items, budgets
QBO customers	PO line items, invoice line items
QBO classes	PO line items, invoice line items, budgets
Custom fields	POs, invoices, budgets, line items — from pex company details