Purchasing
PURCHASING optimizes buyer effectiveness by simplifyiing buying decisions, vendor analysis and purchase order (PO) creation.
Expandable’s Purchasing function tracks POs from quotation and/or requisition, through placement with the vendors, receipt and/or inspection and final disposition of inventory.
Inquiries display vendor status information including vendor master, POs, purchase history, AP invoice and AP checks.
MODULE FEATURES
Purchase Order Entry Including
- Automatic or manual purchase order number assignment
- Normal, blanket, blanket contracts
- Find vendor by number, alpha search name, zip code or phone number
- Review vendor comments
- Buy from, bill-to, drop ship-to vendor control
- Discount by line item and/or total order by purchase order line
- Sales/value added tax codes
- Requester
- Quality control inspection flags
- Storeroom
- Partial receipt control
- Early receipt flag
- Find manufacturer/vendor part number, quote price, QC status
- Automatic vendor part file generation option
- Three dates per line: requested, scheduled, revised
- Inventory and miscellaneous items
- Storeroom and expense purchases
- Order and line holds with reason codes
- Multiple order status: quotation, requisition, hold, open
- Line, order and standard comments
- Unit of measure conversion Pending ECN warning message
- Multiple user-defined fields and notes
- Attachments
- Documents
- Web addresses
Change Order Processing
- Addition of new lines
- Change terms, quantities, due dates, prices, descriptions, part, accounting, comments
- Cancel lines
- Order and line hold codes
Blanket Release Entry
- Contract release – control purchases by contract value and expiration date
- Blanket release – control purchases by part, total quantity, expiration date
Buyer Purchasing Limits
- Set purchase order dollar amount by buyer
- Optional
Purchase Order Copy Capability
Purchase Order, Quotation and Requisition Printing
- New, changed, old purchase orders/quotations/requisitions
- Range of purchase orders/quotations/requisitions
- Range of buyers
Daily/Monthly Transaction Registers
Purchase Order Status Reporting
- Selection by
- Vendor ID/name
- Buyer
- Order date
- Delivery date
- Part
- Purchase order
Blanket Order Reporting
- By purchase order, vendor, vendor name
- Order date range
- Option to include releases
Quality Control MRB Status Reporting
- Selection by buyer, purchase order, vendor, part
Receipts and Returns Entry
- Automatic shortage checking upon entry of receipt
- Early and partial receipts control
- Serial number and lot number prompting
- Receiving by line or part
- ECN Warning
Purchase Order Receipt Transaction Notes
- User-defined prompts for test, quality, status information
- Miscellaneous comments
- Prompted at purchase order receipt, QC acceptance or rejection
Aged Purchase Order Commitments Reporting
- User-controlled aging parameters
- By vendor account
Vendor Master File Maintenance
- Browse by vendor or buyer code
- Exception filters by percentage, dollars, quantity
- Default tax rates and resale identification fields
- SIC and NAICS code
- 1099 types
- FOB control
- Default carrier selection and freight payment terms
- Bank code and maximum payment
- Multiple buyer and AP department contacts, telephone, fax
- Default payment terms (including “days late”)
- Vendor status – approved, purchase order hold, check hold
- Default expense accounting
- Multiple user-defined fields and notes
Vendor Part File Maintenance
- Vendor part number
- Manufacturer’s name and part number
- Leadtime, lot size, unit of measure conversion
- Approval status, inspection required flag, inspection level for quality control
- Quoted price and quantity, last purchase order price, quantity, date
- Delivery lead time
- Generic vendor capability
- Multiple user-defined fields and notes
- Attachments
- Documents
- Web addresses
Use the Purchase Order Editor to enter POs into the system
Purchase Price Variance Analysis
- Detailed history tracking by part, vendor, buyer
- Historical variances
- Purchase order price vs. invoice price
- Quantity received vs. invoice
General Ledger Transaction Creation
- By department, account, purchase order number
PO Creation
- Create purchase orders from MRP Inquiry
Real-time Integration
- Inventory Control
- Accounts Payable
- General Ledger
- Lot Tracking
- Job Scheduling/Costing
- Shop Routing
- Master Scheduling
- Materials Management (MRP)
- Multiple Company
- Foreign Currency
- Purchase Requisition
- Engineering Change