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.

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