Atlantic DataSystems: Sage Web Chat for Purchase Orders Advanced
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Transcript of Atlantic DataSystems: Sage Web Chat for Purchase Orders Advanced
Monthly Web Chat with Calvin O’Driscoll
July 3, 2012
Agenda
• GoToMeeting housekeeping
• Overview of purchase orders (advanced features).
• Demonstration of purchase orders (advanced features).
• Q & A
Housekeeping
• During the Webinar, all attendees will be muted and placed in listen only mode. This is to eliminate issues with background noise, which causes feedback to all callers.
• If you have a question, please enter it in the chat/question window and we will answer promptly during the Q&A session.
Purchase Order
CREATING PURCHASE ORDERS AUTOMATICALLY:
• Purchase Orders can be created automatically from:
• Current requisitions
• Reorder quantities in Inventory Control
• Active sales orders in Order Entry.
Purchase Order
PROCESS (from requisition):
• Open purchase orders / P/O Create Purchase Orders/ Create PO’s from Requisition.
• Enter requisition number, date, and vendor.
• Select consolidate items and include blank vendors if necessary.
• Enter optional fields sections.
• Click Process.
• Purchase Order is created.
Purchase Order
PROCESS (from inventory control):
• Open purchase orders / P/O Create Purchase Orders/ Create PO’s from I/C.
• Enter Run date (date to be assigned when PO is created), vendor, item, location, select vendor type
• Select reorder information and reorder quantity.
• Enter optional fields sections.
• Click Process.
• Purchase Order is created.
Purchase Order
PROCESS (from order entry):
• Open purchase orders / P/O Create Purchase Orders/ Create PO’s from O/E.
• Enter customer number, order number, order date range, expected ship date range, vendor type.
• Select how to create the PO
• Select items to include
• Enter optional fields sections.
• Click Process.
• Purchase Order is created.
Purchase Order
PROCESS (partial receipts):
• Open purchase orders / transactions/ receipt entry.
• Enter vendor number, and select purchase order.
• Enter optional data in receipt, taxes, additional costs, and optional fields sections.
• Enter only quantities received.
• Click post.
• Print receipt form if required.
• The remaining quantities will be outstanding until received or changed to zero.
Purchase Order
PURCHASE ORDERS TYPES:
• Four major types of purchase orders: Active, Standing, Future and Blanket Orders. • ACTIVE - Purchase Order is processed immediately.
• STANDING - Purchase Order is a recurring purchase order that only has
to be entered once. • FUTURE - Purchase Order is one to be activated and filled sometime in
the future. • BLANKET - Purchase Order is one that contains a specified total
amount for a vendor.
Q & A
Contact Details: Jackie Snow, ERP Consultant
(709) 726 – 8347 ext. 402 [email protected]
For support: