w614 prelude purchasing new features - epicor · 2007. 2. 27. · summit 2007: get connected w614...
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Summit 2007: Get Connected
W614 – Utilizing Purchasing New Features in Version 19 and Version 20
Gretchen WithersProduct Support
This session explores some of the more prominent new purchasing features in version 19 and the new features to come in version 20. We will discuss changes to the buyer queue, reports, vendor quotes, freight calculations, and other improvements to the Purchasing module. Attend this session to find out how your company can leverage these exciting new features.
Pre-requisites: None
Wednesday, 3:45 p.m.
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Session Objectives
New and modified features within the buyer queueNew features for vendorsNew features on purchase ordersNew reports on fill rates and the modified Warehouse Turns reportUpcoming purchasing features on Version 20
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Return on Investment Opportunity
Using these new features will help your company to streamline inventory and increase purchasing potential
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1. Buyer Queue2. Vendors3. Purchase Orders4. Reports5. V20 Purchasing Parameters
Agenda
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Buyer Queue Inquiry
Added Vendor Request for Quotes
ModifiedProduct AlertsRecommended Purchase OrdersPurchase Order Expedite
V19
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Vendor Request for Quotes
Updates the buyer work queue when an employee generates a quote request to a vendorUpdates the employee work queue when the buyer enters thevendor response
V19
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Vendor Request for QuotesV19
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Vendor Request for QuotesV19
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Vendor Request for QuotesV19
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Vendor Request for QuotesV19
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Vendor Claims V19
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Vendor ClaimsV19
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Product AlertsV19
The Product Alert work queue alerts the buyer when a product’s purchasing parameters should be reviewed and/or adjusted for the following reasons:
Min/Max spikeSafety allowanceEarly warning
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Product AlertsV19
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Product AlertsV19
Buyer Queue Inquiry > Product Alerts > F5-Review
Indicates that the product’s usage exceeded the pre-defined percentage of the product’s Forecastquantity, by the day of the month established in Product Alert Parameters
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Product Alerts
View or adjust the product’s Forecast quantity
Buyer Queue Inquiry > Product Alerts > F5-Review > F5-Review
V19
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Product Alerts
Purchasing Controls > Purchasing Parameters > F7-Product Alerts
V19
If a product’s usage is exceeded by the percentage of its Forecast by the specified day of the month, an early warning product alert appears in the buyer queue
Evaluate usage up to the designated day of each month
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Product AlertsV19
Buyer Queue Inquiry > Product Alerts > F5-Review
Indicates that usage for a min/max product, with frozen purchasing parameters, exceeds the maximum usage quantity setting
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Product Alerts
System Parameters > Mnt > Purchasing Controls > Purchasing Parameters
V19
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Product AlertsV19
Safety Allowance - When the product is received and the available quantity falls above or below the safety allowance tolerances defined for the product’s classSafety allowance tolerances are calculated by multiplying:
S/A High% x Safety QuantityS/A Low% x Safety Quantity
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Product AlertsV19
Systems > System Parameter > Maintenance > Purchasing Controls > Purchase Parameters > F6 Class Settings
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Recommended Purchase Order
Purchase Order Conversion Entry > F7 Target > F7 Evaluate Line
V19
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Purchase Order Expedite
When you fax, print, or e-mail the expedite report to the vendor, the message This is not a New Purchase Order displays at the top so that the vendor does not mistake it for a new orderThe Auto Fax version is now 80 characters wide, which increases the font size
V19
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1. Buyer Queue2. Vendors3. Purchase Orders4. Reports5. V20 Purchasing Parameters
Agenda
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Vendor Rebates
New Rebate Maintenance screen in Vendor Maintenance allows you to enter information necessary to calculate vendor rebatesNew Vendor Rebate Report displays the vendor invoices included in the rebate calculations for a time period
V19
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Rebate Maintenance
Vendor Maintenance > F5 Add Info > Action Bar > Rebates
V19
Rebate percentages determine purchasing targets
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Rebate Report
Purchasing > Reports > Vendor Rebate Report
V19
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Direct Ships/Emergencies by Vendor LineV19
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Vendor Statistics
Vendor Maintenance > F8 Statistics
V19
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Vendor WebsiteV19
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Transfer BuyerV19
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Transfer BuyerV19
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Transfer Buyer
Nightly Processing uses the following hierarchy to determine which buyer to send recommended transfers to
Vendor Line Maintenance > Transfer BuyerVendor Maintenance > Transfer BuyerWarehouse Maintenance > BuyerVendor Line Maintenance > BuyerVendor Maintenance > Buyer
V19
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1. Buyer Queue2. Vendors3. Purchase Orders4. Reports5. V20 Purchasing Parameters
Agenda
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Purchase Orders
Purchase Order Entry > Action Bar > P/O Func > Enter Estimated Freight
Enter the estimated freight to proportionally add freight cost to all lines items on the purchase order
V19
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Purchase Orders
Purchase Order Entry > Action Bar > P/O Func > Enter Freight Tracking for Direct Ships
V19
You can also access the UPS Tracking Website from this screen
The Direct Ship Freight Tracking screen allows you the enter a freight tracking number on direct ship purchase orders
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Purchase OrdersV19
Purchase Order Log Inquiry CodesSRM - an alternate buyer was selected in the Stock Receipts Discrepancy InquiryINS – a product was sent to the Quality Control Inspection Queue
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1. Buyer Queue2. Vendors3. Purchase Orders4. Reports5. V20 Purchasing Parameters
Agenda
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Reports
Fill Rate Reports (New)Fill Rate by Product NumberFill Rate by Product LineFill Rate by VendorFill Rate by Customer
Warehouse Turns Report (Modified)
V19
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Fill Rate by Product Number Report
Purchasing > Reports > Fill Rate at Order Entry Report
V19
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Fill Rate by Product Line Report
Purchasing > Reports > Fill Rate at Order Entry Reports > Fill Rate by Product Line
V19
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Fill Rate by Vendor Report
Purchasing > Reports > Fill Rate at Order Entry Reports > Fill Rate by Vendor
V19
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Fill Rate by Customer Report
Purchasing > Reports > Fill Rate at Order Entry Reports > Fill Rate by Customer
V19
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Warehouse Turns Report
Purchasing > Reports > Vendor Turn Reports > Warehouse Turns Report
V19
New Stocking Status Selection CriteriaS - Stocking products onlyN - Non-stock products onlyB - Both stock and non-stock productsC - Consignment products onlyA - All products
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Warehouse Turns ReportV19
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1. Buyer Queue2. Vendors3. Purchase Orders4. Reports5. V20 Purchasing Parameters
Agenda
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Purchasing Parameters
Systems > System Parameter > Maintenance > Purchasing Controls > Purchase Parameters > F6 Class Settings
V20
Allows you to define a default safety allowance percentage for dead stock itemsThe dead stock percentage is applied during month-end closing for all products flagged as dead stock
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Additional Resources
Activant Customer Websitehttp://wdncustomer.activant.comSupport > Documentation > Prelude HTML Documentation
Prelude Product Support (Help Desk)Prelude 202 – Advanced PurchasingPurchasing Basics WBTPurchasing & Advanced Forecasting Documentation
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Suggested Action Plan
If you are currently on version 19, check out these new features to see which ones can expand your businessIf you are not yet on version 19, review the slides from this class to see which features you could use when you upgrade
© 2007 Activant Solutions Inc. All Rights Reserved
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Summary
New and modified features in the buyer queueNew features for vendorsNew purchase order featuresNew fill rate reportsModified Warehouse Turns reportUpcoming purchasing features on Version 20
Summit 2007: Get Connected
© 2007 Activant Solutions Inc. All Rights Reserved
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Thank You for Attending
W614 – Utilizing Purchasing New Features in Version 19 and Version 20Gretchen WithersPlease submit the Session Feedback Form
To receive NASBA credits, please be sure to complete the Session Feedback Form and sign the class roster in the back of the room
Session Feedback Form Summit 2007 – Las Vegas, NV
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