Purchasing Essentials – Procurement and Purchase Orders Presenter: Debra Walke.

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


Parts will be ordered to bring quantities up to the identified maximum recorded in the parts master file


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


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


To generate RFP’s leave the supplier code blank and click on Set-up RFP’s


Pick the supplier you want to provide you with a price and click Print


You can print the RFP or send it by J-Mail


Insert the prices quoted from various suppliers and track your dates


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


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.


A Multi PO means that we can write our PO for Multiple Jobs, Work Order or GL distributions.


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.

Purchasing Essentials – Procurement and Purchase Orders Presenter: Debra Walke.

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Transcript of Purchasing Essentials – Procurement and Purchase Orders Presenter: Debra Walke.