Notes
Outline
Purchasing
Introduction
This tutorial is designed to introduce you to the Setup as related to Purchase Order Entry and then to the Purchase Order Entry process itself
What you will learn in this session is how to set up SLICEplus for Purchasing and how to enter a Purchase Order into the SLICEplus software
Additional information on how to set up the software is covered in classes, in the SLICEplus manual, and the F1 function key online help feature
Purchasing – To Begin
The Purchasing function is used to enter, inquire, change, or delete Purchase Orders.  It enables Purchase Order selection by P.O. #, Vendor #, Vendor Name, Item #, Item Description or Order/Job #.  Purchase Orders can be printed or viewed, P.O. items can be received, freight can be allocated to P.O.s and P.O.s can be reconciled.
All the above functions are accomplished through the same screen by selecting the appropriated radio button
Purchasing – Entry of a PO
Purchasing – Entry of a PO
Purchasing – Entry of a PO
Purchasing – Entry of a PO
Purchasing – Entry of a PO
Purchasing – Entry of a PO
A/P Terms Codes
A/P Terms Codes
A/P Terms Codes
A/P Terms Codes – Discount %
A/P Terms Codes – Discount Days
A/P Terms Codes – Net Due Days
A/P Terms Codes – Type of Terms
Purchasing – Entry of a PO
Ship Via Codes
Purchasing – Entry of a PO
Freight Terms
Freight Terms
Purchasing – Entry of a PO
Inventory
Inventory Conversion Factor
Inventory Primary Vendor
Inventory Vendor Item Number
Purchasing – Entry of a PO
PO Entry – Item Entry
PO Entry – Item Entry
By Item #
PO Entry – Item Entry
By Search By
PO Entry – Item Entry
By Cross Reference
PO Entry – Item Entry
By Cross Reference cont.
PO Entry - Quantity
PO Entry - Conv
PO Entry - Cost
PO Entry – X-Cost
PO Entry – Del. Date
PO Entry – D column
PO Entry – Order #
Order Entry – Add/Delete items
Right Click Options
Extended Description – F9
Completing Entry of a PO
Editing an Existing PO
Printing Purchase Orders
Receiving PO’s
Receiving PO’s – Screen 2
Receiving PO’s – Screen 2
Receiving PO’s – Screen 2
Receiving PO’s – Screen 2
Receiving PO’s – Screen 2
Receiving PO’s – Screen 2
Receiving PO’s – Screen 2
Receiving PO’s – Screen 2
Freight Allocation
PO Reconcile
PO Reconcile
PO Reconcile
PO Reconcile
PO Reconcile
Columns in yellow (QINV and I-COST) can be modified.  An item becomes reconciled entirely in one of two ways;  1) when the quantity received to date (QTD equals or is greater than the P.O. quantity ordered (QOR) and the quantity received to date (QTD) equals the quantity invoiced to date (I-QTD), or 2) when it has been completely received (column F equals "F") and the quantity received to date (QTD) equals the quantity invoiced to date (I-QTD).
Summary
In this session you have learned how to set up the system for Purchase Order entry, how to enter a PO, and how to Receive and Reconcile a PO
To apply this training, open your own SLICEplus application and minimize this tutorial.  Then maximize the tutorial on your screen.  Follow the tutorial step by step, entering a real PO into your system, working back and forth between the tutorial and the actual software
Please send any feedback of this session to: Attn: CD Tutorial, Purchasing, 5300 Dupont Cir, Suite D, Milford, OH 45150 or fax to (513) 576-8540
Where to Get More Information
Attend SLICEplus classes
Have an onsite trainer come to you
Use your software manual and the F1 online help feature
Call our Help Desk team
Check out our other Online Tutorials
Return to List of All Tutorials