Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter...
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Transcript of Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter...
![Page 1: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/1.jpg)
![Page 2: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/2.jpg)
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.
![Page 3: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/3.jpg)
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.
![Page 4: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/4.jpg)
• System will assign the next PO in your purchase area.
PO Purchase Area Maintenance
![Page 5: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/5.jpg)
Purchase Orders Maintenance
• Default info flows in from purchase area can be modified for this PO.
![Page 6: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/6.jpg)
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.
![Page 7: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/7.jpg)
Print Purchase Orders
• No longer print for the whole range of PO numbers.
• Can select a desired Purchase Area.
![Page 8: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/8.jpg)
![Page 9: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/9.jpg)
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.
![Page 10: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/10.jpg)
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.
![Page 11: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/11.jpg)
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.
![Page 12: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/12.jpg)
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.
![Page 13: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/13.jpg)
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.
![Page 14: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/14.jpg)
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.
![Page 15: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/15.jpg)
Commodity DPR
• Commodity DPR used to evaluate your position on Non Grain Commodities.
• Shows Inventory, Purchase Contracts, Sales Contracts and variances.
![Page 16: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/16.jpg)
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
![Page 17: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/17.jpg)
![Page 18: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/18.jpg)
![Page 19: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/19.jpg)
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”.
![Page 20: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/20.jpg)
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.
![Page 21: Purchase Orders & Receivers Agenda Setup the PO Purchase Area Assign User to PO Purchase Area Enter some Purchase Orders Pull purchase orders into receivers.](https://reader033.fdocuments.in/reader033/viewer/2022051412/551457f5550346414e8b5472/html5/thumbnails/21.jpg)
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