Atlantic DataSystems: Sage Web Chat for Purchase Orders
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Transcript of Atlantic DataSystems: Sage Web Chat for Purchase Orders
![Page 1: Atlantic DataSystems: Sage Web Chat for Purchase Orders](https://reader035.fdocuments.us/reader035/viewer/2022072114/55d51e72bb61eb8f578b45b3/html5/thumbnails/1.jpg)
Monthly Web Chat with Calvin O’Driscoll
June 7, 2012
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Agenda
• GoToMeeting housekeeping
• Overview of purchase orders (Intermediate level)
• Demonstration of purchase orders (Intermediate level)
• Q & A
![Page 3: Atlantic DataSystems: Sage Web Chat for Purchase Orders](https://reader035.fdocuments.us/reader035/viewer/2022072114/55d51e72bb61eb8f578b45b3/html5/thumbnails/3.jpg)
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 window and we will answer promptly during the Q&A session.
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Purchase Order
NOTES:
• You can use Purchase Orders to process purchase requisitions, purchase orders, receipts, and invoices.
• Purchase Orders are integrated with inventory control, accounts payable, project & job costing, and general ledger.
• You can use Purchase Orders for inventory and non-inventory items.
• Purchase Order functions are restricted based on the security profile attached to the system user within Sage Accpac security groups.
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Purchase Order
PROCESS:
• Open purchase orders / transactions/ requisition entry.
• Enter vendor number, date, requested by, and location.
• Enter optional data in requisition, and optional fields sections.
• Enter items, quantities, and unit costs.
• Click post.
• Print requisition form if required.
![Page 6: Atlantic DataSystems: Sage Web Chat for Purchase Orders](https://reader035.fdocuments.us/reader035/viewer/2022072114/55d51e72bb61eb8f578b45b3/html5/thumbnails/6.jpg)
Purchase Order
PROCESS:
• Open purchase orders / transactions/ purchase order entry.
• Enter vendor number, and select requisition.
• Enter optional data in order, taxes, and optional fields sections.
• Edit items if required.
• Click post.
• Print purchase order form if required.
![Page 7: Atlantic DataSystems: Sage Web Chat for Purchase Orders](https://reader035.fdocuments.us/reader035/viewer/2022072114/55d51e72bb61eb8f578b45b3/html5/thumbnails/7.jpg)
Purchase Order
PROCESS:
• 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.
• Receive item quantities.
• Click post.
• Print receipt form if required.
![Page 8: Atlantic DataSystems: Sage Web Chat for Purchase Orders](https://reader035.fdocuments.us/reader035/viewer/2022072114/55d51e72bb61eb8f578b45b3/html5/thumbnails/8.jpg)
Purchase Order
PROCESS:
• Open purchase orders / transactions/ invoice entry.
• Enter invoice number, vendor number, and receipt number.
• Enter optional data in invoice, taxes, terms, additional costs, and optional fields sections.
• Verify totals.
• Click post.
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Purchase Order
ADDITIONAL NOTES:
• Run day processing within inventory control periodic processing. This process updates accounts payable, and general ledger.
• View transactions in accounts payable, and general ledger.
• Drilldown functionality in accounts payable, and general ledger.
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Q & A
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Contact Details: Calvin O’Driscoll, ERP Manager
(709) 726 – 8347 ext. 419 [email protected]
For support: