Fleet-Net® for Windows Product of Avail Technologies, Inc.
Purchase Orders Overview
The Purchase Order processing system allows for entry of purchase orders, updates related inventory files, and maintains a file of outstanding purchase orders for management review. Purchase Orders are authorized by selected users entering their PIN number for preset dollar amounts, per transit policies.
PO's can be printed with an Order From address, while accounts payable checks may be directed to another mailing address. The purchase order also indicates both a Ship to and Bill to address for your organization.
To assist in getting your received merchandise on the shelf more quickly, a Receiving Document indicating purchase order information and both the vendor and in-house item number is available. This document also specifies the warehouse bin location where the item should be stored.
Purchase orders entered via this system automatically update quantity on-order in inventory. Receipts against purchase orders add to quantity on-hand and decrease quantity on-order. PO Invoice Update computes inventory values and posts transaction data to accounts payable.
Vendor master and purchase order master files can be accessed for inquiry and reporting purposes. Purchase Orders may also be generated via the Requisitions module with required Authorizations. The system can also generate and track Blanket Purchase Orders for regularly purchased items, such as fuel or tires, etc.
User Guide Contents
- ABOUT THIS GUIDE 5
- ABOUT PURCHASE ORDER PROCESSING 6
- PURCHASE ORDERS SETUP REQUIREMENTS 7
- PO SETUP CHECKLIST 7
- PURCHASE ORDERS 8
- PO SETUP MAINTENANCE 8
- DEPARTMENT AUTHORIZATION SETUP 9
- EMPLOYEE AUTHORIZATION SETUP 9
- SECURITY ACTIVATION 11
- ORDER FROM ADDRESS SETUP 12
- CONTROL RECORD 14
- BILL TO/SHIP TO ADDRESS 14
- EDIT MISC. CODES 15
- EDIT PO DISCLAIMER 18
- MODIFY/ADD VENDORS 19
- Purchases 21
- Invoices 21
- Payments 22
- All Transactions 22
- Fixed Expense 23
- Totals 24
- Commodity Codes 24
- Contacts 25
- Ach Setup 25
- User Data 26
- Subcontractor 28
- Audit 29
- VENDOR INQUIRY 30
- CLOSE BLANKET PO’S 30
- REVISE BLANKET PO LIMITS 31
- PO MASTER PURGE 31
- PO DOCUMENT FILES AND TEMPLATES SETUP 32
- PO ENTRY MAINTENANCE 32
- PURCHASE ORDER ENTRY 33
- Add New 33
- Master 34
- Status 36
- Authorization 37
- Audit Report 39
- New Revision 39
- Search 41
- Cancel 41
- Line Items 42
- Totals 44
- Notes 45
- Contract/Project 45
- Print 47
- Resequence Line Items 48
- PRINT PURCHASE ORDERS 48
- PRINT RECEIVING DOCUMENTS 49
- PO Entry Reports 50
- OUTSTANDING PO ITEMS 50
- PO ITEMS BY ITEM # 51
- PO BY VENDOR 51
- PO ITEMS BY DUE DATE 51
- UNAUTHORIZE PURCHASE ORDER 51
- EXPORT PO TO MS WORD 53
- EXPORT 55
- PO AUDIT TRAIL REPORT 57
- PURCHASE ORDER ENTRY 33
- PO RECEIPTS MAINTENANCE 58
- PO RECEIPTS ENTRY 58
- Line Items 59
- Partial 60
- Pending 61
- PO RECEIPTS AUDIT & UPDATE 61
- PO RECEIPT REPORTS 63
- PO Receipts by Items 63
- PO Receipts by PO # 63
- PO Receipts by Vendor 64
- PO items Not Yet Received 64
- BLANKET PO RECEIPTS ENTRY 64
- PO INVOICING MAINTENANCE 67
- PO INVOICE ENTRY 67
- Line Items 68
- Other 70
- Totals 71
- Invoice 72
- Contract/Project 73
- Pending 74
- PO INVOICE ENTRY 67
- PO MASTER REPORTING 76
- PO INQUIRIES 76
- PO INQUIRY BY VENDOR 77
- PO INQUIRY BY PO# 77
- PO INQUIRY BY ITEM 78
- INVENTORY MASTER INQUIRY 79
- PERPETUAL INVENTORY INQUIRY 79
- VENDOR ITEM COST INQUIRY 80
- AUTHORIZATION SEARCH INQUIRY 80
- BLANKET PO MAINTENANCE 81
- REVISE BLANKET PO LIMITS 81
- CLOSE BLANKET PO’S 81
- APPENDIX 82
- PURCHASE ORDER ENTRY CYCLE 82
- STANDARD PURCHASE ORDERS 82
- BLANKET PURCHASE ORDERS 82
- PURCHASE ORDER RECEIVING CYCLE 82
- PURCHASE ORDER INVOICING CYCLE 83