Print Purchase Orders
This menu choice prints the purchase order forms to send to the vendor. It only prints purchase orders that have not been printed before. All the information from the original purchase order needed by the vendor is included on the form. The information entered on the following parameter screen determines which of these purchase orders should be printed.
Purchase order is the identifying purchase order code. Vendor is the identifying vendor code. Order Date is the date the purchase order was entered into the system. Due date is the date that was entered into the Order Required field on the purchase order shipping screen, the date you wish to receive the order.
Reprint Purchase Orders
This menu choice is used to reprint purchase order forms that have been printed previously. All the information from the original purchase order needed by the vendor is included on the form. The information entered on the following parameter screen determines which purchase orders should be printed.
Purchase order is the identifying purchase order code. Vendor is the identifying vendor code. Order Date is the date the purchase order was entered into the system. Due date is the date that was entered into the Order Required field on the purchase order shipping screen - the date you wish to receive the order.
Purchase Orders by Vendor
This report lists purchase orders by vendor. The date of each purchase order along with line item information, amounts and units ordered and received, is displayed. The information entered on the following parameter screen selects the purchase orders and vendors to be listed.
Purchase order date is the date the purchase order was entered into the system. Vendor is the vendor identifying code.
Purchase Order Summary by Vendor
This report lists for each vendor the total amount and units purchased and the total amount and units received. The information entered on the following parameter screen selects the vendors and purchase orders to be included in this summary.
Purchase order date is the date the purchase order was entered into the system. Vendor is the vendor identifying code.
Purchase Order Summary by Product
This report lists for each product, the total amount and units purchased, and total amount and units received. The information entered on the following parameter screen selects the product categories and purchase orders to be included in this summary.
Purchase order date is the date the purchase order was entered into the system. Product category is the inventory product category entered on the inventory product screen.
Expedite Work Sheet
This report lists for each purchase order selected, the vendor and due date (required date). If the purchase order is past due, or due today, it is flagged. If a purchase order is past due or due today, it is included on the report even if it does not fit the selection parameters. The information entered on the following parameter screen determines the purchase orders to include on this report.
The purchase order due date is the date entered into the Order Required field on the purchase order shipping screen - the date you want to receive the order.
Vendor Price List
This report displays the information in the vendor price file: product code and description, vendor code, minimum quantity, lot or package size, unit of measure (U/M), vendor specification, and lead time. This information is listed by product. The information entered on the following parameter screen selects the products and vendors to be included on the report.
Product category is the category entered on the inventory product screen. Vendor is the vendor identifying code. If you wish to list all products, leave the product category fields blank. If you wish to list all vendors, leave the vendor fields blank.
Print Purchase Order List
This report should be printed after the Create Purchase Order List process is run. The Create Purchase Order List process determines which products in inventory need to be reordered. It looks in the vendor price file to find the best price for the required number of units. It also finds the best discounted price for the each product. Both of these prices are listed on this report along with vendor code, vendor specification, vendor units, unit price, product units, unit price per product unit, and lead time. If a price cannot be found for the required number of units, or a discounted price cannot be found, a message is printed. This report, along with the Pending Inventory Transactions report, can be used to edit the purchase order list file before running the Create Purchase Orders process.
Pending Inventory Transactions
The information on this report is used by the Make Purchase Order List process to determine which products should be reordered. The product code, description, units available, reorder point, and order quantity are listed for each product. Also displayed are outstanding purchase orders and order entry orders, and their respective required or shipping dates. This report should be used with the Print Purchase Order List report to help in editing the purchase order list before running the Create Purchase Order process. The information entered on the following parameter screen determines the products to be included on the report.
If you want all products to be listed, leave the product category fields blank.
Purchasing Commitments by Date
This report lists purchase orders by year, month, and week. The amount, required date, and vendor code are listed for each purchase order not yet received. Total amounts are calculated for each week, month, and year. This report can be used to help determine cash requirements for a particular time period. The information entered on the following parameter screen determines which purchase orders are included on the report.
If you want to include all non-received purchase orders on the report, leave the purchase order due date fields blank.
Purchasing Commitments by Vendor
This report lists for each vendor, purchase orders by year, month, and week. The amount and required date are listed for each purchase order. Totals are displayed for each week, month, year, and vendor. This report can be used in determining cash requirements by vendor for a particular time period. The information entered on the following parameter screen selects the purchase orders and vendors to be included on the report.
If you want all purchase orders included on the report, leave the purchase order due date fields blank. If you want all vendors included on the report, leave the vendor fields blank.
Product Sales Analysis
This report lists for each product, the number of units sold in each month of the selected year. It also displays the average units sold per month. The information entered on the following parameter screen selects the year for analysis, and the products to be included on the report.
If you want all products to be listed on the report, leave the product category fields blank. You must enter a valid year in the year of sales analysis field.