PURCHASE ORDERS

Purchase Orders Overview

The Purchase Orders module allows you to enter, edit, delete or review your purchase orders.  You can record receipt of goods or services, keep track of partial receipts, and delete invalid PO’s.  You can print your PO's on preprinted forms, or on plain paper or generate PDF to email to vendors.

Service Orders for services such as plating and painting are distinguished from Purchase Orders, which are for tangible items.  Production work orders and sequences (operations) can be referenced at the line item level for complete integration with the Work Orders, and Job Costing modules.

Purchase Orders is fully integrated with the Lot Control and Serial Control modules.  When items are received that are coded for lot control or serial control, entry of a lot number or serial number(s) is required.  In addition, the Purchase Orders module keeps a complete history of all received and closed purchase orders for your convenience.  You can display individual receivers on screen or print them within a specified range.

A request for quote system (RFQ) allows you to print and send quote requests to vendors.  When received, you can convert quote requests to live purchase orders.  RFQ’s can be tied to estimates from the Estimating module such that RFQ prices get incorporated in the estimate cost calculations.

A vendor price file allows you to record vendor prices on items.  When entering PO’s these prices are automatically pulled into the purchase order.  Advanced PO functions include a receive to QC (Quality Control) capability that incorporates an inspection buyoff before goods are transferred to on-hand inventory and before the invoice can be processed in Accounts Payable.

Before using the Purchase Orders module, be sure and set up your PO default settings in SD-C, Purchase Orders Defaults.  You may also set up your vendors in AP-A, Enter Vendors or you can add vendors as needed from within PO-A  Enter Purchase Orders.