Extensive Purchase

Requisition System:                        Created automatically or manually from Job Costing or Sales Order Processing, these can be processed singly or as a batch; from previously created requisitions from Job Production or create new manual ones.

Daily PO System:                             Processing of requisitions automatically find ‘open’ POs to assign items to allowing a single PO per supplier to be built and submitted daily.

Create Orders from Orders:         Use previous Purchase Orders as templates for repeat/contract purchases.

Controllable Purchase Order

Products and Value Limit:             Set Purchase Authorisation levels based on users, product types and services as well as credit limits. This enables more users to raise purchase orders / request but without exceeding their credit limit or requesting products / services they are not authorised to.

Purchase Order

Approval Workflow:                       Unauthorised purchase order/request can be set to be approved by individual or several designates in a specified order, e.g. approved by Head of Department first and then passed to Company Director for final approval.

Alternative Buying and

Pricing Units:                                    Choose to buy products in a more cost effective manner irrespective of how it is stocked or used, e.g. price / tonne vs price / 1000.

Delivery Location:                           Choose to deliver goods to any location with a choice of Head Office, branches, their customer or any other location as specified.

Goods-In Support:                           Receive goods against a single Purchase Order or receive items across multiple POs.

Return to Vendor:                          Flag deliveries as items to be returned. Maintain tracking of receipt and awaiting credit note status.

Dispute Purchase Invoices:            Flag invoices as disputed and/or hold them from being posted to accounts.

Full Purchase Order

Documentation:                              Choose from an unlimited number of customisable designs of Purchase Order documents, e.g. Standard, Paper and Outwork. Create Goods Received Notes and Delivery Notes for returned items.

Outwork Purchase Instructions:  Any Outwork instructions entered at estimating stage are automatically carried through to the Purchase Order. Any additional instructions can be added at any time.

Outwork Delivery Note

and Critical Event Creation:           Outwork Purchase Orders can create delivery notes with integration to Production Planning via the production Events mechanism.

Consolidated Delivery

Notes and Invoices:                        Group multiple orders onto single delivery notes and invoices.

Integration with

Production Scheduling:                  Automatically feed back to Scheduling the availability status of materials.

Stock Projections:                            Provides a forecasted balance of stock levels and shortfalls when processing requisitions.

Quantity Price Break Support:      Products with preferential buying rates for different quantities are automatically considered, whether processing multiple requests for the same product or a single entry on a PO.

Price Warning System:                   Estimate prices are checked against recorded rates and the operator is warned accordingly.

Audit Trails:                                      Extensive audit trail of receipt, allocation, issuing, movement and stock adjustment.

Raw Material Stock Levels:            Maintain accurate stock levels and the ability to trace immediate stock valuation for current or previous points of time.

Extended Functionality:                 Combine with the Fulfilment suite for enhanced warehouse management and fulfilment capabilities. Also combine with the Production suite including Production Scheduling Planning Board and Shop Floor Data Capture for real-time updates.