7. Purchase Orders Training Guide - Version 2 Home | Full Training Guide    
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7.1 Getting Started
A complete overview of the Purchase Order module and its applications.


Application Purpose
Distribute Purchase Orders Purpose of application is to distribute purchase orders to vendors and supers via fax or email.
Maintain PO Change Reasons (Corporate) Allows the user to create new or view an existing list of common reasons for changing a PO (i.e. customers changed their mind) at the corporate level.
Maintain PO Change Reasons (Division) Allows the user to view an existing list of common reasons for changing a PO (i.e. customers changed their mind) at the divisional levels.
Maintain PO Draws Allows the user to set up payment percentages to be paid out after each construction stage is complete.
Maintain PO Notes Allows the user to update existing or create new standard notes for purchase orders.
Maintain PO Note Usage Purpose of application is to assign note usages to existing PO notes created in Maintain PO Notes application.
Maintain PO Release Sets Purpose of application is to create a list of cost types to be released over different construction stages.
Maintain Purchase Orders Allows the user to create new purchase orders.
Maintain Super Projects Purpose of application is to assign supers to projects. A single super can be assigned to one or more projects, while single project can have one or more supers assigned to it.
Maintain Supers Purpose of application is to update existing super's contact information or grant super status to a new user.
Maintain Variance Purchase Orders Purpose of application is to review/update existing variance purchase orders (VPO) or create new ones. VPO's cover all of the expenses encountered outside of the budget scope. For example, an extra A/C had to be ordered since the original one was stolen. NOTE: If the user is an active super AND the division does not allow the super to see costs, the costs will be suppressed.
Maintain Vendor PO Contacts Purpose of application is to review/update existing vendor's contacts or set up contacts for new vendor.
Maintain Vendor Variance PO Contacts Purpose of application is to review/update existing variance vendor's contacts or set up contacts for a new variance vendor.
View Aggregate Vendor PO Report A summary of all finalized PO's for a given period of time, by project. This report provides a detailed summary (Vendor ID, Unit Number, PO#, Date Finalized, etc.), for each individual vendor PO. Report results can then be emailed to the vendor contact. In addition, templates can be created from reports and saved for easy future access.
View PO Transmissions Purpose of application is to review status of faxed/emailed purchase orders.
View PO (Detail) A report which displays existing regular and variance purchase orders of various status types (e.g. preliminary, cancelled), along with other important details, such as, transmission status. Templates can be created from reports and saved for easy future access. NOTE: Supers cannot see vendor mode of the report.
View Purchase Order Needing Revised A report used to view purchase orders requiring revision. Templates can be created from reports and saved for easy future access.
Updated June 23, 2014