Purchasing
Through tight integration with Inventory, Purchasing also gives you the ability
to consolidate purchasing and replenishment of inventory items through one
information source. And interfaces to Job Cost, Equipment Cost and Accounts
Payable allow you to efficiently capture all your material details.
Item tracking
Track items in a shared database with Sage Timberline Office Inventory to
consolidate purchasing and replenishment of inventory.
Record and track item class, most recent cost and more.
Set up automatic quantity conversions (e.g., automatically convert pallets to
boxes, or boxes to units).
Track all suppliers for each item including the most recent price offered by
each.
Track contract pricing information for each item (e.g., supplier, contract
price, start and end dates, and quote number).
Automatically update item record with the last supplier used during PO entry.
Record a reorder point for each item and use reorder reporting to monitor
status.
Purchase order processing
Draw information from the item database to quickly generate POs for jobs,
equipment and inventory.
Copy existing POs to generate new ones.
Automatically prefill the PO entry window with item pricing information or most
recent vendor and price (override the prefill if necessary).
Customize the PO entry window to add and remove columns.
Enter requisitions and automatically create purchase orders from them.
Track PO amounts against budgeted amounts and set security to control operators'
ability to enter POs that exceed budget
Enter PO change orders and track them separately in Job Cost.
Edit uncommitted POs and void as needed.
Push a button to send POs and PO change orders to Job Cost for tracking project
commitments.
Create subcontracts, unit rates, and blanket orders.
Receiving
Enter receipts to multiple POs in the same entry session.
Click "receive all" to automatically receive all displayed items, or receive
items manually using an interactive checklist.
Segregate receiving and invoicing functions, or combine them into a single step
to streamline operations.
Record add-on charges, such as freight, while receiving.
Close orders and automatically create a change order.
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