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Atlantic DataSystems: Sage Web Chat for Purchase Orders Advanced

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Contents Include:
>> GoToMeeting housekeeping
>> Overview of purchase orders (advanced features).
>> Demonstration of purchase orders (advanced features).
>> Q & A

Notes:
CREATING PURCHASE ORDERS AUTOMATICALLY:
>> Purchase Orders can be created automatically from:
>> Current requisitions
>> Reorder quantities in Inventory Control
>> Active sales orders in Order Entry.

Published in: Business, Technology
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Atlantic DataSystems: Sage Web Chat for Purchase Orders Advanced

  1. 1. Monthly Web Chat with Calvin O’Driscoll July 3, 2012
  2. 2. Agenda • GoToMeeting housekeeping • Overview of purchase orders (advanced features). • Demonstration of purchase orders (advanced features). • Q&A
  3. 3. Housekeeping • During the Webinar, all attendees will be muted and placed in listen only mode. This is to eliminate issues with background noise, which causes feedback to all callers. • If you have a question, please enter it in the chat/question window and we will answer promptly during the Q&A session.
  4. 4. Purchase Order CREATING PURCHASE ORDERS AUTOMATICALLY: • Purchase Orders can be created automatically from: • Current requisitions • Reorder quantities in Inventory Control • Active sales orders in Order Entry.
  5. 5. Purchase Order PROCESS (from requisition): • Open purchase orders / P/O Create Purchase Orders/ Create PO’s from Requisition. • Enter requisition number, date, and vendor. • Select consolidate items and include blank vendors if necessary. • Enter optional fields sections. • Click Process. • Purchase Order is created.
  6. 6. Purchase Order PROCESS (from inventory control): • Open purchase orders / P/O Create Purchase Orders/ Create PO’s from I/C. • Enter Run date (date to be assigned when PO is created), vendor, item, location, select vendor type • Select reorder information and reorder quantity. • Enter optional fields sections. • Click Process. • Purchase Order is created.
  7. 7. Purchase Order PROCESS (from order entry): • Open purchase orders / P/O Create Purchase Orders/ Create PO’s from O/E. • Enter customer number, order number, order date range, expected ship date range, vendor type. • Select how to create the PO • Select items to include • Enter optional fields sections. • Click Process. • Purchase Order is created.
  8. 8. Purchase Order PROCESS (partial receipts): • Open purchase orders / transactions/ receipt entry. • Enter vendor number, and select purchase order. • Enter optional data in receipt, taxes, additional costs, and optional fields sections. • Enter only quantities received. • Click post. • Print receipt form if required. • The remaining quantities will be outstanding until received or changed to zero.
  9. 9. Purchase Order PURCHASE ORDERS TYPES: • Four major types of purchase orders: Active, Standing, Future and Blanket Orders. • ACTIVE - Purchase Order is processed immediately. • STANDING - Purchase Order is a recurring purchase order that only has to be entered once. • FUTURE - Purchase Order is one to be activated and filled sometime in the future. • BLANKET - Purchase Order is one that contains a specified total amount for a vendor.
  10. 10. Q&A
  11. 11. Contact Details: Jackie Snow, ERP Consultant (709) 726 – 8347 ext. 402 jackie.snow@atlanticdatasystems.com For support: support@atlanticdatasystems.com

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