Purchasing Essentials – Procurement and Purchase
OrdersPresenter: Debra Walke
Agenda
Inventory Re-Order Report Purchase Requisition Manually Created Based on a Request for Price Generated from a Work Order Quote Job Take-Off Setup / Edit Purchase Orders Purchase Order Report Generator General Discussion
Inventory Re-Order Report
Procurement can create Purchase Orders based on the Inventory Re-order Report
You must set-up minimums and maximums on your parts so that the re-order report will know the quantity to be ordered
Inventory Re-Order Report
Parts will be ordered to bring quantities up to the identified maximum recorded in the parts master file
Inventory Re-Order Report
Inventory Re-Order Report
The supplier used is either the first supplier in the inventory master file or selected by the supplier we have checked in the tick box on the right
Inventory Re-Order Report
Edit any of the lines by double clicking Delete a line by selecting it and clicking Delete Add an additional line by clicking New Insert a line by clicking Insert Clicking Print PO’s will quickly generate all of the Purchase Orders
listed
Purchase Requisitions
For manually created orders we select our suppliers and save the Requisition
Purchase Requisitions
To generate RFP’s leave the supplier code blank and click on Set-up RFP’s
Purchase Requisitions
Pick the supplier you want to provide you with a price and click Print
Purchase Requisitions
You can print the RFP or send it by J-Mail
Purchase Requisitions
Insert the prices quoted from various suppliers and track your dates
Purchase Requisitions
Select Use Lowest Price to generate multiple PO’s to the suppliers with the lowest parts prices
Select Use One Supplier to generate one PO to the supplier who has the lowest total price
Purchase Requisitions
Merge the Requisition to generate PO’s the same way as we did for the Inventory Re-order Report
Work Order Quote
We added the ability to create a requisition directly from Work Order Quotations by clicking on Create Requisition
The requisition number created is prefixed with the letter W followed by the remainder of the Work Order Number
Job Take Off
In the Estimates menu in Job Costing, we can create Take-Offs base on our inventory requirements for the Job
Job Take Off
In Procurement we can create batch records and create PO’s based on our selected Take-off
Setup / Edit Purchase Orders
There are several choices available when setting up a PO.
Setup / Edit Purchase Orders
A Multi PO means that we can write our PO for Multiple Jobs, Work Order or GL distributions.
Setup / Edit Purchase Orders
A Multiple Release / Blanket PO means that when we receive parts against a PO, the Program will make a debit to where the PO is allocated to and credit an accrued liability account that is setup in the AP profile.
Purchase Order Report Generator
Report and Filter on PO status codes Find the value of unbilled Purchase Orders to determine accruals
General Discussion
What do we do when a PO is greater than the amount of the invoice.
Key Flags Single vs Multiple PO’s Packing Slips (Option to force printing) Archiving Purchase Orders Loyalty Thresholds Using a requisition to Charge Parts to Jobs.