Purchase Orders Module

Overview

The Purchase Order Module manages the ordering of goods and services from vendors.  Purchase Orders (PO) identifies what should be purchased, records what has been purchased, prints purchase orders, and tracks shipments and receiving.

One of the Purchase Order Module's main files is the Vendor Item File.  Within this file, multiple vendors can be set up for any item, and marked as first, second, or third choice vendor for the item.  This predefined data speeds up the process of purchasing.  In addition, the Purchase Order Module provides Blanket Purchase Agreements (BPA's) with definitive start and end dates, maximum purchasing amount for the term of the agreement, and the last call against the agreement.

The Purchase Order Module handles tracking of goods purchased against service orders, projects, and general stock.

The purchase order header contains the following information:

The purchase order line detail contains of the following information:

The Purchase Order Module provides the ability to optionally print PO's and BPA calls under a predetermined dollar amount.  In addition, the PO file can be viewed by searching on many fields such as:

Restocking orders may be automatically calculated and created by the system.  The system takes into account current inventory levels, commitments, backorders, open PO's, desired stocking levels, and vendor minimum order requirements.  Reorders may be calculated three different ways:

Receivings, with or without purchase orders, can be entered and edited.  A Fast Entry function is provided for receiving.  This allows an entire purchase order to be received without having to enter individual items received for each line item of a purchase order.  Receiving may also be performed with a hand-held barcode reader.

Many Purchase Order reports are available.  These include: