Activant Prophet 21 - erpcustomer.epicor.com · This class is designed for… Purchasing personnel...
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Activant Prophet 21 Creating and Adjusting Purchase Orders
Transcript of Activant Prophet 21 - erpcustomer.epicor.com · This class is designed for… Purchasing personnel...
Activant Prophet 21
Creating and Adjusting Purchase Orders
This class is designed for…
Purchasing personnel in charge of creating and editing purchase orders
Objectives
Create manual Purchase OrdersEdit Existing Purchase OrdersRequisition Purchase OrdersPrint Purchase OrdersPrint Open POs ReportPerform Inquire Options
This course will NOT cover…
Purchase Order Requirements/Generation CriteriaPurchase Order Requirements/Generation
Purchase Order Entry
User generates the purchase order from
within sales order entry.
User generates the purchase order
manually, keying all of the data.
Prophet 21 suggests items to purchase
based on your criteria.
Create PO From OE
PurchaseOrder Entry
PO RequirementsGeneration
Create Purchase Orders
Purchase Order Entry
Purchase Order Entry
Create manual POs for stock purchases
Purchase Order Entry
Step 1: Enter a purchase location (where the material will arrive).
Step 2: Enter the Vendor, Supplier, and Division IDs.
Purchase Order Entry
Step 3: Enter a Buyer ID.
Step 4: Enter an External PO Number.
Purchase Order Entry
Step 6: Select the Print PO Form/Fax/Email PO Form to generate a copy of the PO when you save.
Step 5: Enter a Required Date.
PO Notes Tab
Apply to the entire purchase orderPrint at the top of the PO paperwork
Totals Tab
View totals related to POTrack control and target value information
Purchase Order Entry
Step 7: Enter the Item ID.
Purchase Order Entry
Add additional items – press [Enter] until a new line displays
Step 8: Enter a Quantity to Order.
Step 9: Review the Unit Price and adjust if necessary.
Extended Info Tab
PO Line Notes Tab
Commitment Schedule
Backorders
Link regular backorders to purchase orders
Purchase History
Purchase Order Entry
Save the PO to the systemFile/SaveOr
Release Schedules
Release Schedules
Establish a repeating amount for receipt during a specified period of time
Schedule to apply to all or some line itemsSchedule specific to a line item only
Schedules Tab
Specific Dates set up releases by dates that you indicate.
Rule releases scheduled based on number of days, weeks, months, etc…
Schedules Tab
Round Quantity OnIf the ordered amount does not allocate to all releases evenly,
choose when you want to request the uneven shipment.
Schedules Tab
Apply selects prior to entering a line item; the schedule will be applied to that line item.
Apply to All selects after all line items are entered on the purchase order.
Release Schedule Tab
Enter Item ID and total amount to order
Release Schedule Tab
Enter Release Quantity.
Enter Release Date.
Editing Purchase OrdersEdit any regular PO through the PO Entry window
…Manual and Generated!
Editing Purchase Orders
Key or search for the Purchase Order you plan to edit.
Editing Purchase Orders
To cancel an entire PO, select the Delete Checkbox.
Editing Purchase Orders
To cancel a line item, select the Delete Checkbox on that line.
Editing Purchase Orders
Ordered Quantities can be edited if
Click in the Order Quantity field
the Order Quantities field is editable.
to enter the new purchase amount.
Editing Purchase Orders
To add additional items, place your cursor in the last line and press [Enter] until a new line displays.
Adjust pricing when the Unit Price or Extended Price fields are enabled.
Editing Purchase Orders
If a PO is complete or cancelled, adjustments cannot be made
Adjust quantity or price as necessary
Support solution 1394Details editing for special and direct ship POs
Requisition Purchase Orders
Generate POs for Requisition itemsFurnitureComputer equipmentOffice supplies
Requisition Purchase Orders
Step 1: Enter a purchase location (where the material will arrive).
Step 2: Enter the Vendor, Supplier, and Division IDs.
Requisition Purchase Orders
Step 3: Enter a Buyer ID.
Step 4: Enter an External PO Number.
Requisition Purchase Orders
Step 5: Enter a Required Date.
Step 6: Select the Print PO Form/Fax PO/Email Form to generate a copy of the PO when you save.
Requisition Purchase Orders
Enter notes on the PO Notes tab
Requisition Purchase Orders
Step 7: Enter the Item ID.
Requisition Purchase Orders
Step 8: Enter a Quantity to Order.
Step 9: Review the Unit Price and adjust, if necessary.
To add additional items, press [Enter] until a new line displays.
Printing Purchase Orders
Purchase Orders can be printed through:Purchase Order EntryRequisition Purchase Order EntryPurchase Order Requirements/GenerationPurchase Orders Report
Purchase Orders Report
Print purchase orders for the first timeReprint an existing purchase order
Printing Purchase Orders
If necessary, indicate Vendor, Supplier ID and Location Info.
Enter a specific Purchase Order or range.
Choose File/Print or
Reprinting Purchase Orders
Select Reprint POs checkbox.
Choose File/Print or
Open POs Report
Locate information related to outstanding receipts from your supplier through the Open PO Report
Open POs Report
Enter a Location ID or range.
Open POs Report
Enter a Supplier ID or range.
Open POs Report
Enter an External PO Number or range.
Open POs Report
Select PO Type.
Open POs Report
Indicate the Required Date range.
PO Inquire Options
Locate details related to Purchase Orders through the PO Drill Down Options
PO Drill Down by Supplier
View all purchase order information related to a specific supplier
PO Drill Down by Supplier
Enter a Location ID or range.
Key or search for the supplier ID.
Verify the Starting Date.
PO Drill Down by Supplier
Locate additional details by drilling into the Purchase Order column
PO Drill Down by Supplier
Drill into the Item ID field to view any associated sales orders
PO Drill Down by Item
Locate purchase orders specific to an item
PO Drill Down by Item
Key or search for an Item ID.
Verify the Starting Date.
Enter a Location ID or range.
PO Drill Down by Item
Drill into the PO Number field to view details related to a specific purchase order
PO Drill Down by Item
PO Drill Down by PO
View information related to a specific PO
PO Drill Down by PO
Key or search for the PO, by Purchase Order Number or External PO Number
PO Drill Down by PO
Drill into the Item ID field to view any associated Sales Orders
Summary
Created manual Purchase OrdersEdited existing Purchase OrdersRequisition Purchase OrdersPrinted Purchase OrdersPrinted Open POs ReportUsed the Inquire Options
For More Information…
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