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Overview
The Purchasing module gives you complete control of the purchasing
function. You can create blanket orders from which you can then
generate releases. Purchase Order changes can be tracked through
the use of change numbers, which gives you a history of each order.
Items can be ordered for stock, or to a specific customer or shop
order. Supply items can also be ordered, and the proper general
ledger account referenced. Individual items can be flagged for inspection,
and unlimited text can be attached to the order and each line.
A
variety of open order reports are available, allowing you to review
open and closed orders.
As
orders are received, the receiving process updates the order and
the inventory system, as well as the historical vendor’s performance.
Items flagged for inspection go into a pending status. As they are
released, the vendor’s quality performance file is updated
as well. Receipts update the appropriate general ledger accounts,
and if standard costing is used, a purchase price variance is generated.
Receipts are held for matching when the vendor’s invoice arrives.
Features
Blanket Orders
This module lets you create blanket orders for later release, which
can be entered with a detailed release schedule by item or a total
commitment in dollars or units. As releases are made, history is
available.
Purchase
Order Entry
Purchase orders can be created from blanket orders, other purchase
orders, Shop Orders, Customer Orders, or from scratch. Only a minimal
amount of data is required, but a great deal of information is available,
if needed.
Cross-Referenced
Items
Items can be ordered directly for a shop order or customer order.
When this option is selected, the necessary data from the shop or
customer order is copied, eliminating the need to re-enter information.
Orders can then be searched in either direction.
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Multiple
Ship-To Locations
Orders can be flagged for shipment to a primary warehouse, an alternate
warehouse, or drop shipped to a vendor or a customer.
Purchase
Order Printing
A purchase order can be printed on either plain paper or a pre-printed
form, or you can use the optional fax software to send the purchase
order directly from your system without the need to print it. When
changes are made, you can reprint the entire order, or just the changes.
Open
Order Reports
You can look at open purchase orders by vendor, due date, shop order,
or part number. A variety of views are available, and your choices
can be stored under your login information for use the next time you
run the report.
Inspection
When an item’s master record is flagged for inspection, all orders
for that item are automatically sent to incoming inspection upon receipt.
Other items may be flagged for inspection on an order-by-order basis.
When items are sent to inspection, they are flagged as pending. As
they are inspected, their status is updated to accepted, rejected
(and the reason noted), or still pending.
Vendor Performance
The system automatically calculates vendor performance, tracking such
variables as actual lead-time to standard lead-time, on-time deliveries,
received costs variance versus standard or average, and quality. You
can view this information in summary or detail form, by vendor or
part.
Purchasing
Integration
- Panorama
- Quoting
- Customer
Orders
- Enterprise
Resource Planning
- Shop
Orders
- Scheduling
- Inventory
- Accounts
Payable
- General
Ledger
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