PO0000 Purchase Order and Receiving Overview 1

Overview

Package Overview

Package OverviewHow To Use This Manual

 When most people receive a new product, they want to use it right away.  Unfortunately, this is not quite possible when dealing with computer hardware and software.  This manual is intended to serve as a reference guide in describing the functionality and the application of the Purchase Order and Receiving package. 

 If you are not familiar with the basic operation of your Personal Computer (PC), then it is suggested that you read your PC's DOS Manual.  Before loading this system, you should be able to turn on your computer, start or boot DOS, scan diskette file directories, format diskettes, and copy files between diskettes.

 The first few sections of this manual are intended to introduce the user to the Purchase Order and Receiving (P/O) system and help get started.  The latter sections are for reference when the user has specific questions about each of the Purchase Order and Receiving applications.  These applications are described later in this section under P/O Menu Bar Selections and Definitions.

 It is suggested that the user first read this System Manager manual.  The Package Overview section of this manual gives an overview of the Purchase Order and Receiving package. The General Operator Instructions in the System Manager manual explains how to enter and edit data and the use of special keys on the keyboard.  The Startup section gives step‑by‑step instructions on how to load the programs, create the data files, and enter the initial data.  The Processing Procedures section gives direction in daily, period and year ending procedures.

 The user should then scan each of the P/O sections to understand how each of the P/O applications work.  A very basic description of each of these applications is also contained under the heading P/O Menu Bar Selections and Definitions which is part of this Package Overview.

 Data Load Sheets are included in this manual under many of the applications.  These sheets may be used to manually fill out the data that must be entered at the computer.  They may be helpful in easing data entry.

 Sample screens and reports are also included under each of the appropriate P/O applications.  These are a guide to show the user the type of reports that may be obtained from the system.

 

P/O Menu Bar Selections And Definitions

 There are many Purchase Order and Receiving selections which can be performed by this package.


Maintenance

Buyer Code File

 Permits you to set up and later modify the file containing buyer codes and their corresponding buyer names.

 Comment Code File

 Maintains Comment Codes, that access standardized canned comments for inclusion on vendor correspon­dence.

 Reject Reason File

 Reject reasons are the reasons why a receiving is rejected.  The receivings clerk needs to know valid reasons for refusing a shipment or for rejecting part of it. This application allows these codes to be defined, maintained and listed.

 Ship-To File

 Permits you to maintain a description of the shipping address, and inventory location information for products shipped to various or multiple receiving address destinations. In addition, you may define a Ship-to address for a single or multiple locations within the same warehouse.  

 Item Vendor File

 Enables you to define the relationship between vendors and the items they provide to your business. This application allows the vendor's identifying number for an item to be associated with your identifying number for the same item, so that both numbers can be printed on the purchase order.

 Vendor Service Address File

 Enables you to define 2 separate addresses for each vendor. The vendor address in the vendor file will be used for checks, while the vendor service address appears as the order from address on the Purchase Order, Purchase Order Edit List and in Purchase Order Inquiry. This address serves as a reference when you wish to send direct correspondence to the vendor.

 

Inquiry

 Purchase Order Inquiry

 Enables you to inquire about the purchase orders that are on file for a vendor. For example, if you want know which orders are on file for a vendor or what was ordered on a particular purchase order, or what has been received so far against a specific order, you will likely use the this application.

 

Processing

 Purchase Order Processing

 Allows the entry of purchase orders.  Once entered, purchase orders may later be modified, canceled or printed out on the Purchase Order Edit List.  Closed orders may be deleted from the file and blanket orders may have releases issued against them.

Receivings Processing

 Enables you to enter, change or delete receivings.

 Post Receivings Transactions

 Allows posting of receivings transactions entered in Receivings Processing.  This option is only available if batch processing is selected in P/O Setup.

 Release Blanket Orders

 Through the  Blanket Order Releases function, you will specify the blanket order against which the release is to be issued.  The program will automatically assign the release a unique purchase order number.

 Purge Item Vendor File

 Allows you to purge obsolete vendor items from the file through a specified last activity date.

 Purge Closed Purchase Orders

 Allows you to physically delete closed orders, canceled orders, orders that are eligible to be closed and orders that have not yet been printed.

 Clear YTD Statistics

 Enables you to set the year‑to‑date vendor totals that are derived from purchase order activity to zero. These totals include the number of purchase orders entered for the vendor, the number of line items that appeared on these purchase orders and the number of line items that were received late

 Print Purchase Orders

 The purchase orders that were entered through the Purchase Order Pro­cessing application are printed on either a predefined Purchase Order Form or a form designed by the user through the P/O Form Setup application.

 Bar Code Options

 If the Elliott Bar Code Enhancement is installed, this selection allows use of the Bar Code system.

 

Purchase Order

  1. Why Receiving Non-Inventory Items in PO Will Cause General Ledger Inventory Account Out of Balance?
  2. Order Has Been Printed But Not Posted
  3. When does the Purchase Line History data get updated?
  4. Can I Edit the Ship Date Field in PO Line Item Screen?
  5. Getting PO Lock File Problem During PO Printing
  6. Feature - Notes Tracking from PO Warehouse Receiving to Inventory Transfer Management to Inventory Transaction
  7. Feature - Prevent MM Item from Purchasing
  8. Feature - Include Or Exclude UDC in Buyer's Desk
  9. Feature - Item Number Verification After Serial Number Scan
  10. PO05S1 Purchase Order and Receiving Receivings Audit Trail Report
  11. PO05S2 Purchase Order and Receiving Drop Shipment Receivings Report
  12. PO0104 Purchase Order and Receiving Release Blanket Orders
  13. PO0105 Purchase Order and Receiving Purge Closed Purchase Orders
  14. PO0200 Purchase Order and Receiving Print Purchase Orders
  15. PO0300 Purchase Order and Receiving Purchase Order Inquiry
  16. PO0400 Purchase Order and Receiving Scheduled Receipts Reports
  17. PO0600 Purchase Order and Receiving Purchase Line History Report
  18. PO0700 Purchase Order and Receiving Cash Requirements Projection Report
  19. PO0800 Purchase Order and Receiving Commodity Code Vendor Report
  20. PO0900M Purchase Order and Receiving Vendor Performance Analysis Report
  21. PO1000 Purchase Order and Receiving P/O Setup
  22. PO1101 Purchase Order and Receiving Buyer Code File Maintenance
  23. PO1201 Purchase Order and Receiving Comment Code File Maintenance
  24. PO1301 Purchase Order and Receiving Reject Reason Code File Maintenance
  25. PO1401 Purchase Order and Receiving Ship-To File Maintenance
  26. PO1501 Purchase Order and Receiving Item Vendor File Maintenance
  27. PO1502 Purchase Order and Receiving Purge Item Vendor File Maintenance
  28. PO1601 Purchase Order and Receiving Vendor Service Address
  29. PO1700 Purchase Order and Receiving Clear Year-to-Date Statistics
  30. PO1800 Purchase Order and Receiving Open Purchase Orders Reports
  31. POCLSMNU Purchase Order and Receiving PO Close Processing
  32. POIMPMNU Purchase Order and Receiving Purchase Order Import
  33. POINVMNU Purchase Order and Receiving Invoice Processing
  34. POORDEXS Purchase Order and Receiving Purchase Order Export
  35. POEQMNT Purchase Order and Receiving Purchase Order Requisition
  36. POREQPST Purchase Order and Receiving Post Requisitions
  37. PORSTSCN Purchase Order and Receiving Reset P/O Rec/Inv Qty
  38. POUPDSTA Purchase Order and Receiving Update Vendor Statistics
  39. POWHRMNT Purchase Order and Receiving Warehouse Recovery Process
  40. POWRIMNT Purchase Order and Receiving Warehouse Receiving Import
  41. Feature -- PO Ship-to File Maintenance Determine Drop Ship Location by State/Zip Code Tables
  42. Feature - Warehouse Receiving Serial Number Validation
  43. Feature - Buyer's Desk Inventory Class Selection Criteria
  44. Feature - PO Ship-To File Received to Transit Location
  45. Purchase Order Line Item Add or Change Event
  46. PO0000 Purchase Order and Receiving Overview 1
  47. PO0000 Purchase Order and Receiving Overview 2
  48. PO0000 Purchase Order and Receiving Overview 3
  49. PO0000 Purchase Order and Receiving Overview 4
  50. PO0000 Purchase Order and Receiving Overview 5
  51. PO0000 Purchase Order and Receiving Overview : Index
  52. PO0100 P/O and Receiving Purchase Order Processing 1
  53. PO0100 P/O and Receiving Purchase Order Processing 2
  54. PO0100 P/O and Receiving Purchase Order Processing 3
  55. PO0100 P/O and Receiving Purchase Order Processing 4
  56. PO0100 P/O and Receiving Purchase Order Processing 5
  57. PO0100 P/O and Receiving Purchase Order Processing: Index
  58. PO2000 P/O and Receiving Receivings Processing 1
  59. PO2000 P/O and Receiving Receivings Processing 2
  60. PO2000 P/O and Receiving Receivings Processing 3
  61. PO2000 P/O and Receiving Receivings Processing 4
  62. PO2000 P/O and Receiving Receivings Processing 5
  63. PO2000 P/O and Receiving Receivings Processing 6
  64. PO2000 P/O and Receiving Receivings Processing 7
  65. PO2000 P/O and Receiving Receivings Processing 8
  66. PO2000 P/O and Receiving Receivings Processing 9
  67. PO2000 P/O and Receiving Receivings Processing: Index
  68. POFRMMNT P/O and Receiving P/O Form Setup 1
  69. POFRMMNT P/O and Receiving P/O Form Setup 2
  70. POFRMMNT P/O and Receiving P/O Form Setup 3
  71. POFRMMNT P/O and Receiving P/O Form Setup 4
  72. POFRMMNT P/O and Receiving P/O Form Setup 5
  73. POFRMMNT P/O and Receiving P/O Form Setup: Index
  74. PORCNMNU P/O and Receiving P/O Reconciliation Process 1
  75. PORCNMNU P/O and Receiving P/O Reconciliation Process 2
  76. PORCNMNU P/O and Receiving P/O Reconciliation Process 3
  77. PORCNMNU P/O and Receiving P/O Reconciliation Process: Index
  78. How to Retrieve Open Purchase Orders Through SQL SELECT Statement
  79. Feature - Receivings Processing Mass Receiving Changes
  80. Feature - Warehouse Receiving Mass Receiving
  81. How to Remove Outstanding PO from Received Not Invoiced Report
  82. Feature - Add Events for Addition of PO Header and Line
  83. Feature - Allow to Enter Unit Cost in PO Warehouse Receiving Add Mode

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