purchase orders & receivers agenda setup the po purchase area assign user to po purchase area...
TRANSCRIPT
Purchase Orders & Receivers Agenda
• Setup the PO Purchase Area• Assign User to PO Purchase Area• Enter some Purchase Orders• Pull purchase orders into receivers• Apply a received product to a purchase
contract• Look at where the received line shows up on
the commodity dpr.• Add freight and tax to a inventory receiver.
PO Purchase Area Maintenance
• Set different ranges for different purchase areas.
• Put as much default information as possible to save when creating purchase orders.
Assign all users who will create purchase orders to a purchase area.
• System will assign the next PO in your purchase area.
PO Purchase Area Maintenance
Purchase Orders Maintenance
• Default info flows in from purchase area can be modified for this PO.
Purchase Orders Maintenance
• PO can be entered with item number, UPC, or vendor items.
• Remember the last cost will include freight from prior purchases.
• Note purchase Factor cost vs last cost.
• F6 to create an item if it is a new product.
Print Purchase Orders
• No longer print for the whole range of PO numbers.
• Can select a desired Purchase Area.
Computer Generated Purchase Orders
• Orders based on Vendor items.
• Orders if Current QTY is less than Min Days Supply or Min Qty on hand.
• Suggests an order qty of lesser of Max Qty on Hand or Max Days Supply.
• Orders in reorder in multiples of.
• Run the Inventory Reorder report before implementing Computer Generated PO’S.
Inventory Receivers
• Receiving Updates Retail
• Price change all locations
• Cost change all locations
• Receivers update u8icost
• UPC at Receiving Time
• Also the ability to shut of receiving G/L merge.
Inventory Receivers
• Freight is allocated based on extended amount
• Have done it based on quantity in AP but that isn’t generally any better than amount.
Inventory Receivers
• F2 to look up purchase orders.
• 1=Select will pull PO into Receiving Entry screen.
• 5=Display will display entire content of PO.
• F11 will show you the PO notes.
Inventory Receivers
• V7 Inventory Quantities are updated when you press F1.
• Contract number for applying to commodity dpr.
• Products tracked by lot require a lot #.
• Cost check that it is within your variance.
Inventory Receivers applying to Contracts
• Products setup on Commodity DPR automatically bring up outstanding contracts.
• F17 to bring up a different vendors contracts.
• Selecting put this received quantity into the contracted purchases on the DPR.
Commodity DPR
• Commodity DPR used to evaluate your position on Non Grain Commodities.
• Shows Inventory, Purchase Contracts, Sales Contracts and variances.
Inventory Receivers Fuels Freight and Tax
• Setup freight and/or tax line items to different vendors but included into the received items cost.
• Setting this up ahead will bring in the freight and taxes again and again.
• The freight will be setup to be paid to the freight vendor
Maintain Inventory Received not Invoiced
• Allows the deletion of receivers that have been merged but not pulled into AP.
• Can delete 1 line of a receiver.
• Delete same month and year receivers in same “batch”.
Inventory Received Reports
• Inventory Received not Invoiced (DAILY) report can only be balanced to general ledger when no receivers are included in open AP batches.
• Open Inventory Received for Given Month report should be able to balance to the general ledger at anytime.
THANK YOUTHANK YOUPlease fill out yourevaluation forms
Please fill out yourevaluation forms