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.

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