System-Wide Features 

 System Maintenance 

 Novadex 

 
 


Purchase Orders

The module that helps you make purchases efficiently and on time.
  • P/O Files.
    • Purchase Order File.
      • View Screen(s)
      • Used to enter orders information and place orders with vendors.
      • Records an unlimited number of purchase orders.
      • Records the vendor key of the vendor the order is purchasing from.
      • Records shipping and delivery information, like the requested delivery date, shipping method, FOB, Delivery location key, and warehouse key.
      • Records payment information, like the terms key and tax key.
      • A switch specifies if cost information should be printed on the P/O.
      • A switch specifies if a purchase confirmation should be printed instead of a purchase order.
      • Displays invoice totals including order cost, sales tax, usage tax, freight, and miscellaneous charges. The totals can be corrected later if the amounts on the invoice are different.
      • The taxes can be calculated automatically or entered manually by the user.
      • Each open P/O record lists the items ordered on the P/O.
      • An unlimited number of items ordered may be recorded.
      • A blanket P/O number can be specified to quickly fill in the items to be ordered.
      • The list of items ordered can contain messages that will print on the purchase order and other reports.
      • Each item ordered record specifies the quantity ordered and a unit key that specifies the unit that the quantity is expressed in.
      • Each item ordered record specifies the unit cost of the item and the extended cost of the quantity ordered. The cost can be corrected if the invoiced cost is different.
      • Each item ordered record specifies the unit cost of the item and the extended cost of the quantity ordered.
      • Each item ordered record specifies the job number and category that the item is ordered for.
      • Each item ordered specifies if the item is non-taxable, sales taxable, or usage taxable. Usage tax is used for items that are subject to sales tax, but the vendor does not charge sales tax on the item.
      • Each item ordered record specifies if the item is to be received into inventory, used on a job, or used internally.
      • Each item ordered record specifies a requested delivery date.
    • P/O Invoicing File.
      • View Screen(s)
      • Used to enter and process the invoices your vendors bill you for the P/Os.
      • Records an unlimited number of invoices.
      • Records payment information, like the terms key, tax key, payment due date, discount date, and discount amount.
      • Due date, discount date, discount amount can be calculated automatically from the invoice data and the payment terms or can be entered manually.
      • Records's the vendor's invoice number.
      • Displays invoice totals for the original order amount and the amount currently invoiced.
      • Invoice totals record freight and miscellaneous charges.
      • Invoice totals record the sales tax and usage tax amounts. The taxes can be calculated automatically or entered manually by the user.
      • Each open P/O record lists the items ordered on the P/O.
      • An unlimited number of items ordered may be recorded.
      • The list of items ordered can contain messages that will print on the purchase order and other reports.
      • Each item ordered record specifies the quantity ordered, received, previously invoiced and the new quantity invoiced. Each item contains a unit key that specifies the unit that the quantities are expressed in.
      • Each item ordered record specifies the unit cost of the item and the extended cost of the quantity invoiced and extended cost of the total quantity ordered.
      • Each item ordered record specifies the job number and category that the item is ordered for.
      • Each item ordered specifies if the item is non-taxable, sales taxable, or usage taxable. Usage tax is used for items that are subject to sales tax, but the vendor does not charge sales tax on the item.
      • Each item ordered record specifies if the item is to be received into inventory, used on a job, or used internally.
    • P/O Receiving File.
      • View Screen(s)
      • Used to record and process the items recieved from a vendor.
      • Records an unlimited number of receiving records.
      • Records payment information, like the terms key and tax key.
      • Displays order totals that include freight, miscellaneous, charges, sales tax, and usage tax. The taxes can be calculated automatically or entered manually by the user.
      • Each open P/O record lists the items ordered on the P/O.
      • An unlimited number of items ordered may be recorded.
      • The list of items ordered can contain messages that will print on the purchase order and other reports.
      • Each item ordered record specifies the quantity received and a unit key that specifies the unit that the quantity is expressed in.
      • Each item ordered record specifies the unit cost of the item and the extended cost of the total quantity ordered.
      • Each item ordered record specifies the job number and category that the item is ordered for.
      • Each item ordered specifies if the item is non-taxable, sales taxable, or usage taxable. Usage tax is used for items that are subject to sales tax, but the vendor does not charge sales tax on the item.
      • Each item ordered record specifies if the item is to be received into inventory, used on a job, or used internally.
    • Open P/O File.
      • View Screen(s)
      • Records the purchase orders that are currently being processed.
      • Records an unlimited number of open P/Os.
      • Records shipping and delivery information, like the requested delivery date, shipping method, Delivery location key, and warehouse key.
      • Records payment information, like the terms key, tax key, payment due date and discount date.
      • Each open P/O record lists the items ordered on the P/O.
      • An unlimited number of items ordered may be recorded.
      • The list of items ordered can contain messages that will print on the purchase order and other reports.
      • Each item ordered record specifies the quantity ordered, received, and invoiced. Each item contains a unit key that specifies the unit that the quantities are expressed in.
      • Each item ordered record specifies the unit and extended cost of the item ordeered.
      • Each item ordered record specifies the job number and category that the item is ordered for.
      • Each item ordered specifies if the item is non-taxable, sales taxable, or usage taxable. Usage tax is used for items that are subject to sales tax, but the vendor does not charge sales tax on the item.
      • Each item ordered record specifies if the item is to be received into inventory, used on a job, or used internally.
    • P/O History File.
      • View Screen(s)
      • Records a permanent history of all the closed P/Os.
      • When P/O's are completed, their information is moved from the Open P/O file to the P/O history file.
      • This file has the same information as the Open P/O file. However, the information is protected against accidental alteration.
    • Blanket P/O File.
      • View Screen(s)
      • Records blanket purchase orders that can be used to generate purchase orders repeatedly.
      • Records an unlimited number of blanket P/Os.
      • Records shipping and delivery information, like the requested delivery date, shipping method, Delivery location key, and warehouse key.
      • Records payment information, like the terms key and tax key.
      • Specifies an expiration date, the blanket P/O cannot be used after the expiration date.
      • Most of the information specified is copied into the P/Os generated from the blankey. The information can then be altered in the P/O if needed.
      • Each blanket P/O record lists the items ordered on the P/O.
      • An unlimited number of items ordered may be recorded.
      • The list of items ordered can contain messages that will print on the purchase order and other reports.
      • Each item ordered record specifies the unit cost of the item ordered.
      • Each item ordered record specifies the job number and category that the item is ordered for.
      • Each item ordered specifies if the item is non-taxable, sales taxable, or usage taxable. Usage tax is used for items that are subject to sales tax, but the vendor does not charge sales tax on the item.
      • Each item ordered record specifies if the item is to be received into inventory, used on a job, or used internally.
    • Non-Inventory Items File.
      • View Screen(s)
      • Defines the items that you order for internal use but that you do not sell or use on jobs, like office supplies.
      • Records an unlimited number of non-inventory items.
      • Records the key and description for the items.
      • Records a buying unit key that specifies the unit that the item is usually purchased in.
      • Each item record lists the vendors that sell the item.
      • Each vendor item in the list specifies the vendor's item key, buying unit key, minimum order quantity, order increment quantity, and unit cost.
    • Deliver-to File.
      • View Screen(s)
      • Defines the locations where orders should be shipped.
      • Records an unlimited number of deliver-to records.
      • Each deliver-to record specifies the address where the shipment should be deliivered, contact information, and the warehouse key assocaited with the location.
    • Shipping Methods File.
      • View Screen(s)
      • Defines the shipping methods your vendors use to ship orders to you.
      • Records an unlimited number of shipping methods.
      • Records a description of the shipping method. The description will appear on the purchase order to request a particular shipping method.
  • P/O Reports.
    • Purchase Order Control List.
      • Prints a list that can be used to record the usage of purchase order numbers. This can be used to help manage the use of purchase order forms with pre-printed purchase order numbers.
      • The list prints out a specified range of purchase order numbers.
      • Each purchase order number prints on a line along with blanks for entering the employee ID, of the employee using the P/O number. There are also blanks for the date, and vendor key.
    • Purchase Orders.
      • Prints purchase orders or order confirmations for the the selected orders in the purchase order file.
      • If the purchase orders print successfully, the orders can be posted to the open P/O file to await invoicing and receiving.
      • The software can print the company name and address on the purchase order, or the information can be pre-printed.
      • The purchase order specifies the name and address of the vendor, positioned to appear in the window of a window envelope.
      • The purchase order specifies the address that the order should be shipped to, the requested shipping date and the shipping method to be used.
      • The user can specify if costs should appear on the order.
  • General Features.
    • Blanket POs can be used to speed entry and record special deals from vendors.
    • Orders can be placed for items for internal use, as well as for items for your customers.
    • Detailed history of orders.
    • Supports multiple, user-defined delivery locations.
    • Supports multiple, user-defined shipping methods.