PURCHASE ORDERS

 

VENDOR FM

Define vendor information including name, address, phone, and fax.    Setup default messages that will automatically print on POís for each vendor.  Enter QS/ISO and quality information.  Free-form message area available.

 

VENDOR ALTERNATE ADDRESS

Enter alternate shipping address for each vendor.  Used during PO entry to designate where items should be shipped from.

 

SHIP-VIA FM

Define different shipment carriers, SCAC codes, and ASN values.  The SB module utilizes this same file.

 

SHIPPING TERMS FM

Enter different types of shipping terms that will print on documents.  Alerts drivers to CODís.  The SB module utilizes this same file.

 

ADDITIONAL COST FM

Setup codes that represent any additional costs you would like to track separately on your purchase orders.  Additional costs would be any cost in addition to the cost you are paying for the items themselves.  For example, a setup cost, a one-time fee for a template, etc.  The codes could then be analyzed to determine how much is being spent on a particular item.

 

PO MESSAGE FM

Free-form message area that can be either tied to the vendor or the item# being ordered or can be pulled into the PO manually during entry.  Enter in any information that you would like to relay to your vendorís regarding the purchase or delivery of the items.

 

PO ENTRY

Create blanket or spot buy purchase orders.  Features include the ability to drop ship, specify requested delivery dates per line item,  maintain cost history with effective dates, enter a default GL code per line item, and keep track of revisions to each PO.

 

PO LOG

Convenient log file that tracks each purchase order number providing an audit of whether a po# was used, printed, or deleted.

 

PO PRINT

Prints the purchase order to be sent to the vendor.  Standard or customized forms available.  Document can be reprinted as many times as required.  Option is available to only print selected line items of certain poís if the order is very large and only certain items need to be printed.

 

PURCHASE ORDER REPORT

Lists the purchase orders in report format.  Can be sorted by vendor or po#.  Options include range of vendors and range of requested delivery dates.

 

ITEMS ON ORDER REPORT

Report showing items on poís with quantity ordered, quantity received, and balance due.

 

OPEN ORDER REPORT

Useful report that shows all open items on order, combining blanket poís that have vendor releases and the spot buy quantities.  Can be printed in four different formats.  Selections include range of vendors, range of part#ís, range of po#ís, range of GL account#ís, and 3 separate date ranges.

 

VENDOR/PO INQUIRY

Lookup screen that shows all purchase orders for a selected vendor.  Detail information for each po can be expanded.

 

ITEM/PO INQUIRY

Lookup screen that shows all purchase orders for a selected item#.  Detail information for each po can be expanded.

 

CLOSED PO

List and/or remove closed purchase orders.  Closed POís are moved to a history file.

 

RFQ Request for Quote Management

Request-for-quote sub-module allows entry and maintenance of documents that are sent to vendors for price quotes on items.  RFQís can be printed and either faxed or emailed to vendors.  Quotes move through stages such as entered, printed, accepted, rejected.  RFQís can easily be copied to other vendorís.  Once accepted, the RFQ can be copied directly into a purchase order.

 

COPY PO

Utility allows you to copy one purchase order to another purchase order.

 

TREND/ MONTH PURCHASE REPORT

Provides summary by raw material code of all purchases for the last (user defined amount) months from the date entered.  Allows you to easily see buying trends for your material.

 

VENDOR PERFORMANCE

ďReport cardĒ for your vendorís.  Utilizes a user-built table that specifies criteria for judging a vendorís performance for on-time, accurate deliveries.  Ranges available include:  vendor, vendor type, order date, po#, part#, product category, cost category.  A summary or detail version is also available.