The document outlines the agenda and procedures for a monthly web chat hosted by Calvin O'Driscoll on July 3, 2012, focusing on advanced features of purchase orders. It details the processes of creating purchase orders from requisitions, inventory control, and order entries, as well as discussing various types of purchase orders. Contact information for support is also provided.

1. Monthly Web Chat with
Calvin O’Driscoll
July 3, 2012

2. Agenda
• GoToMeeting housekeeping
• Overview of purchase orders (advanced features).
• Demonstration of purchase orders (advanced features).
• Q&A

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. 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. 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. 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. 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. 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. 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. Q&A

11. Contact Details:
Jackie Snow, ERP Consultant
(709) 726 – 8347 ext. 402
jackie.snow@atlanticdatasystems.com
For support:
support@atlanticdatasystems.com