Opening a Purchase Order in Priority ERP Solution

The Priority system supports the entire purchasing process — from the creation of purchase requisitions (recommendations), to the opening of requests for quotes from vendors, to the recording of received quotations, to the opening of purchase orders, and finally to the receipt of goods and their billing. Priority's Purchasing module is linked to the Financials, Marketing and Sales, Project Management, Inventory and Production modules.

Purchase orders are generated from the results of purchase planning once a
decision has been reached as to what quantities are to be purchased, when,
and from which vendor. The purchasing manager receives from Priority a
wealth of information on which to base decisions and plan the execution of the
necessary purchases, including the performance history of each vendor (e.g.,
supply and delivery, past prices, proven quality), price quotation comparisons,
current inventory levels and projected balances. Prices and discounts are filled in automatically, taken from a blanket order, a price quote, a price list, purchase costs manually entered in a sales order, the part's purchase price, or the part price in the previous order. The source of the price is displayed in the line item.

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Closed Caption:

in this clip I will demonstrate the
process of recording a purchase order
from the purchasing menu we're going to
go to purchase orders
an open a purchase order form first
required to select a vendor in question
and
the date vendor name and other
information can be set to appear
automatically
the contact columnist filled in with the
vendors key personnel for order if one
was to find
in any case this can be revised the
purchase order number
is assigned automatically according to
the template to find in the numeration
temper
template in the price tab the vendors
currency is filled in automatically
though it can be revised for specific
order and in the overall discount column
we can specify the discount granted us
for this order in the payment
Information tab
we can select the payment terms that
appear automatically according to the
vendors she fought definitions
and change them as well as the VAT code
if appropriate in the references Tam
we can define the warehouse in which the
ordered goods will be received
this value determines
the shipping address that will appear in
the shipping address
sublevel form where it may be revised
and it is copied from here to the
purchase order printout
in the type order column
we can assign the order to the
appropriate classification for the sake
of future analysis and reports
purchase orders can be based
on vendor price quotes as well
as sales orders by pressing f6
or the arrow on the right hand side if
the column up the price quote
would receive choose less evolved
paladin authorize price quotes
for this current vendor pressing f6 from
the sales order
or the magnifying glass from the sales
order come
opens a sales order form in which we can
retrieve the desired order
and press F eight to import the order
number into the purchase orders for
to base the purchase order and several
sales order
orders we can use the sales orders for
order
sublevel form and select the orders from
here
in the purchase orders from Mark's
sublevel form you can report
text that will appear on the bottom of
the perk printed order that you sent to
the vendor
in the attachments sublevel form
you can attach various documents
to the connected to the purchase order
to view the itemized order let's move to
the order item sub level for
this form is filled in automatically
when the with the open lines in the
document we linked to the purchase order
previously
the vendor quote or sales order but in
this case let's assume that the current
purchase orders not based on previous
documents
and will fill in order items manually in
this form
by pressing f6 in the part number form
welts playlists all parts in the park
catalog
if the parts were specifically assigned
to this vendor
in the vendor part: sublevel above the
vendors for
in such a case
if that's the case
and we've only got two partial list what
we can that what we can do to see a full
list in
is clerk control
ep6 and then will receive a list of all
the parts
for every ordered part you should record
number he should record a number
quantity
a due date any unit price:
let me press a4 for a moment
to go to single record mode you can also
select apart by its vendor
or manufacture part number: if one is to
find
the unit price appears automatically
according to the system's predefined
price heart
hierarchy which can be viewed in the
column help by pressing f1
you can revise the price manually if
necessary
and in the price source com
we can see where the price was taken
from in this case we see that the price
up to to dollars and fifty cents is
received from the purchase price
in the vendor price list before
completing the order we can find useful
information the various sub levels
up the order items form for example
part availability care we can see
the total on hand inventory open
purchase orders
open sales orders et cetera we can also
look at the latest
part purchases
from this vendor now let's return to the
main form
and we're going to change
the status up the order to what those
that allows us to link the order to a
goods received voucher
authorized
will choose the predefined authorize
status
additional definitions for purchase
order status as can be viewed by running
the BPM flow chart
after or thrice in the order we can
print it
by using one of the direct activations
and
selecting the desired print format print
or display format when they ordered
goods are received in the system D a GRP
your vendor invoice
the supply balance over the line items
in question
is updated and
the and items that have been fully
supplied
are flattened as closed when all of the
items have been fully supplies
fully supplied the clothes column in the
upper-level form is applied
automatically various reports concerning
purchase orders can be run from the
purchase orders menu reports
purchase order reports
menu for example we can run
open purchase orders which displays the
details have open perched purchase
orders including quantities
supplied and the remaining balance
during a designated period
supply delays which displays the open
order lines his due date has passed and
the number of days the goods have been
made
delayed and more for additional
information regarding purchase orders
you can run the purchase order wizards
found
in this menu in the purchase
purchasing wizards menu