w614 prelude purchasing new features - epicor...summit 2007: get connected w614 – utilizing...

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.

© 2007 Activant Solutions Inc. All Rights Reserved

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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 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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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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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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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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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


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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



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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

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w614 prelude purchasing new features - epicor...summit 2007: get connected w614 – utilizing...

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