Purchase Orders Features
Purchase Orders provides all the transaction‐entry, processing, and reporting features you need to fully automate your purchase‐order procedures and meet your management needs.
You can use Purchase Orders to enter and process your purchase requisitions, purchase orders, receipts, vendor invoices, returns, credit notes, and debit notes. You can also print forms for your requisitions, purchase orders, receipts, and returns, as well as mailing labels.
Purchase Orders takes full advantage of integration with Sage Accpac Inventory Control, if you use it, and Accounts Payable, using Inventory Control item numbers and Accounts Payable vendor numbers and other information.
It also integrates with Sage Fixed Assets, so you can easily record new company assets, and with Sage Accpac Project and Job Costing, so you can track committed and actual quantities and costs by contract, project, category, and resource.
Transactions in Purchase Orders update item quantities and costs in Inventory Control and create batches of invoices, credit notes, and debit notes in Accounts Payable.
You can use the Purchase Orders module from the Sage Accpac desktop or using an Internet browser. All Purchase Orders data entry forms are designed to enable users at remote locations to enter or view data using a browser.
Set Up Purchase Orders to Work Your Way
Purchase Orders provides all the transaction‐entry, processing, and reporting features you need to fully automate your purchase‐order procedures and meet your management needs.
You can use Purchase Orders to enter and process your purchase requisitions, purchase orders, receipts, vendor invoices, returns, credit notes, and debit notes. You can also print forms for your requisitions, purchase orders, receipts, and returns, as well as mailing labels.
Purchase Orders takes full advantage of integration with Sage Accpac Inventory Control, if you use it, and Accounts Payable, using Inventory Control item numbers and Accounts Payable vendor numbers and other information.
It also integrates with Sage Fixed Assets, so you can easily record new company assets, and with Sage Accpac Project and Job Costing, so you can track committed and actual quantities and costs by contract, project, category, and resource.
Transactions in Purchase Orders update item quantities and costs in Inventory Control and create batches of invoices, credit notes, and debit notes in Accounts Payable.
You can use the Purchase Orders module from the Sage Accpac desktop or using an Internet browser. All Purchase Orders data entry forms are designed to enable users at remote locations to enter or view data using a browser.
Set Up Purchase Orders to Work Your Way
- Use Purchase Orders together with Inventory Control, or use it separately with its own inventory list.
- Create templates with default information to speed data entry.
- Define any number of additional cost codes for fast entry of standard costs on receipts, invoices, credit notes, and debit notes.
- Choose the type of Inventory Control item cost to display as the default cost on Purchase Orders transactions.
- Assign optional fields to Purchase Orders transaction‐entry forms to include extra information that your company wants to keep with requisitions, purchase orders, receipts, invoices, returns, credit and debit notes, and additional costs.
- Assign optional fields for detail lines on requisitions, purchase orders, receipts, invoices, returns, credit notes and debit notes. You can choose whether transaction fields flow through to other subledgers or to the general ledger.
- Enter quantities using any unit of measure defined in Inventory Control. Order items in one unit of measure and receive them in another, with automatic conversion.
- Set up contract pricing for inventory items, including regular vendor costs, volume discounts, sale costs, item tax statuses, and default units of measure.
- Optionally enter costs on requisitions and automatically copy them when you create purchase orders.
- Automatically post General Ledger and Accounts Payable batches created from Purchase Orders transactions.
- Use security to restrict access to Purchase Orders forms, to hide costs on requisitions and receipts, and to prevent users from editing costs and quantities on invoices and credit note
adjustments. Purchase Orders also provides security rights for manually
approving requisitions. - Specify the periods by which to accumulate statistics and history, and choose when to delete the information.
- Specify delivery method by vendor for purchase orders and returns. Choose from mail, e‐mail, or contact’s e‐mail in Accounts Payable, or choose the current System Manager print destination.
- Print requisitions, purchase orders, receiving slips, returns and mailing labels using standard Purchase Orders formats, or design your own using the built‐in report writer.
- Customize the content of e‐mail messages accompanying purchase orders or returns with company, vendor, and transaction information.
- Use non‐inventory item numbers for one‐time purchases, office supplies, and other items you do not want to add to your regular inventory.
- Print requisitions, purchase orders, receipts, and returns as you enter them, or print them all later.
- Print messages up to 250 characters long on requisitions, purchase orders, returns, and receiving slips.
