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 jackie.snow@atlanticdatasystems.com

For support:

support@atlanticdatasystems.com