W614 Utilizing Purchasing New Features in Version 19 and Version 20

Transcription

1 W614 Utilizing Purchasing New Features in Version 19 and Version 20 Pre-requisites: None This session explores some of the more prominent new purchasing features in version 19 and the new features to come in version 20. We will discuss changes to the buyer queue, reports, vendor quotes, freight calculations, and other improvements to the Purchasing module. Attend this session to find out how your company can leverage these exciting new features. Gretchen Withers Product Support Wednesday, 3:45 p.m. 2 Session Objectives New and modified features within the buyer queue New features for vendors New features on purchase orders New reports on fill rates and the modified Warehouse Turns report Upcoming purchasing features on Version 20

2 3 Return on Investment Opportunity Using these new features will help your company to streamline inventory and increase purchasing potential 4 Agenda 1. Buyer Queue 2. Vendors 3. Purchase Orders 4. Reports 5. V20 Purchasing Parameters

3 5 Buyer Queue Inquiry Added Vendor Request for Quotes Modified Product Alerts Recommended Purchase Orders Purchase Order Expedite 6 Vendor Request for Quotes Updates the buyer work queue when an employee generates a quote request to a vendor Updates the employee work queue when the buyer enters the vendor response

4 7 Vendor Request for Quotes 8 Vendor Request for Quotes

5 9 Vendor Request for Quotes 10 Vendor Request for Quotes

6 11 Vendor Claims 12 Vendor Claims

7 13 Product Alerts The Product Alert work queue alerts the buyer when a product s purchasing parameters should be reviewed and/or adjusted for the following reasons: Min/Max spike Safety allowance Early warning 14 Product Alerts

8 15 Product Alerts Indicates that the product s usage exceeded the pre-defined percentage of the product s Forecast quantity, by the day of the month established in Product Alert Parameters Buyer Queue Inquiry > Product Alerts > F5-Review 16 Product Alerts View or adjust the product s Forecast quantity Buyer Queue Inquiry > Product Alerts > F5-Review > F5-Review

9 17 Product Alerts Evaluate usage up to the designated day of each month If a product s usage is exceeded by the percentage of its Forecast by the specified day of the month, an early warning product alert appears in the buyer queue Purchasing Controls > Purchasing Parameters > F7-Product Alerts 18 Product Alerts Indicates that usage for a min/max product, with frozen purchasing parameters, exceeds the maximum usage quantity setting Buyer Queue Inquiry > Product Alerts > F5-Review

10 19 Product Alerts System Parameters > Mnt > Purchasing Controls > Purchasing Parameters 20 Product Alerts Safety Allowance - When the product is received and the available quantity falls above or below the safety allowance tolerances defined for the product s class Safety allowance tolerances are calculated by multiplying: S/A High% x Safety Quantity S/A Low% x Safety Quantity

11 21 Product Alerts Systems > System Parameter > Maintenance > Purchasing Controls > Purchase Parameters > F6 Class Settings 22 Recommended Purchase Order Purchase Order Conversion Entry > F7 Target > F7 Evaluate Line

12 23 Purchase Order Expedite When you fax, print, or the expedite report to the vendor, the message This is not a New Purchase Order displays at the top so that the vendor does not mistake it for a new order The Auto Fax version is now 80 characters wide, which increases the font size 24 Agenda 1. Buyer Queue 2. Vendors 3. Purchase Orders 4. Reports 5. V20 Purchasing Parameters

13 25 Vendor Rebates New Rebate Maintenance screen in Vendor Maintenance allows you to enter information necessary to calculate vendor rebates New Vendor Rebate Report displays the vendor invoices included in the rebate calculations for a time period 26 Rebate Maintenance Rebate percentages determine purchasing targets Vendor Maintenance > F5 Add Info > Action Bar > Rebates

14 27 Rebate Report Purchasing > Reports > Vendor Rebate Report Direct Ships/Emergencies by Vendor Line 28

15 29 Vendor Statistics Vendor Maintenance > F8 Statistics 30 Vendor Website

16 31 Transfer Buyer 32 Transfer Buyer

17 33 Transfer Buyer Nightly Processing uses the following hierarchy to determine which buyer to send recommended transfers to Vendor Line Maintenance > Transfer Buyer Vendor Maintenance > Transfer Buyer Warehouse Maintenance > Buyer Vendor Line Maintenance > Buyer Vendor Maintenance > Buyer 34 Agenda 1. Buyer Queue 2. Vendors 3. Purchase Orders 4. Reports 5. V20 Purchasing Parameters

18 35 Purchase Orders Enter the estimated freight to proportionally add freight cost to all lines items on the purchase order Purchase Order Entry > Action Bar > P/O Func > Enter Estimated Freight 36 Purchase Orders The Direct Ship Freight Tracking screen allows you the enter a freight tracking number on direct ship purchase orders You can also access the UPS Tracking Website from this screen Purchase Order Entry > Action Bar > P/O Func > Enter Freight Tracking for Direct Ships

19 37 Purchase Orders Purchase Order Log Inquiry Codes SRM - an alternate buyer was selected in the Stock Receipts Discrepancy Inquiry INS a product was sent to the Quality Control Inspection Queue 38 Agenda 1. Buyer Queue 2. Vendors 3. Purchase Orders 4. Reports 5. V20 Purchasing Parameters

20 39 Reports Fill Rate Reports (New) Fill Rate by Product Number Fill Rate by Product Line Fill Rate by Vendor Fill Rate by Customer Warehouse Turns Report (Modified) 40 Fill Rate by Product Number Report Purchasing > Reports > Fill Rate at Order Entry Report

21 41 Fill Rate by Product Line Report Purchasing > Reports > Fill Rate at Order Entry Reports > Fill Rate by Product Line 42 Fill Rate by Vendor Report Purchasing > Reports > Fill Rate at Order Entry Reports > Fill Rate by Vendor

22 43 Fill Rate by Customer Report Purchasing > Reports > Fill Rate at Order Entry Reports > Fill Rate by Customer 44 Warehouse Turns Report New Stocking Status Selection Criteria S - Stocking products only N - Non-stock products only B - Both stock and non-stock products C - Consignment products only A - All products Purchasing > Reports > Vendor Turn Reports > Warehouse Turns Report

23 45 Warehouse Turns Report 46 Agenda 1. Buyer Queue 2. Vendors 3. Purchase Orders 4. Reports 5. V20 Purchasing Parameters

24 47 Purchasing Parameters V20 Allows you to define a default safety allowance percentage for dead stock items The dead stock percentage is applied during month-end closing for all products flagged as dead stock Systems > System Parameter > Maintenance > Purchasing Controls > Purchase Parameters > F6 Class Settings Additional Resources 48 Activant Customer Website Support > Documentation > Prelude HTML Documentation Prelude Product Support (Help Desk) Prelude 202 Advanced Purchasing Purchasing Basics WBT Purchasing & Advanced Forecasting Documentation

25 49 Suggested Action Plan If you are currently on version 19, check out these new features to see which ones can expand your business If you are not yet on version 19, review the slides from this class to see which features you could use when you upgrade 50 Summary New and modified features in the buyer queue New features for vendors New purchase order features New fill rate reports Modified Warehouse Turns report Upcoming purchasing features on Version 20

26 51 Thank You for Attending W614 Utilizing Purchasing New Features in Version 19 and Version 20 Gretchen Withers Please submit the Session Feedback Form To receive NASBA credits, please be sure to complete the Session Feedback Form and sign the class roster in the back of the room

27 Session Feedback Form Summit 2007 Las Vegas, NV Please take a moment to evaluate this session and offer feedback. Activant uses your input to understand your needs and to determine future Summit sessions. Session Name: Session Number: Presenter s Name: How important is this topic to your job/company? Not Important Important Please rate the educational value you received from this session Low Value High Value 1. What software are you currently using? 2. How long have you personally used this software? 3. Describe the effectiveness of your instructor. 4. What is your overall evaluation of this session? 5. What could have been done to improve this session? 6. What sessions would you like to see presented at future conferences? 7. What issues will be critical to your business in the next months? Check here if you would like CPE credits. To receive credits, be sure to sign your name at the bottom of this form and sign the roster in the session room. Answering the following questions is OPTIONAL (but required for CPE Credits). Yes No Did this session meet your expectations, based on the description/objectives in the registration materials? Were the pre-requisite requirements stated in the course description appropriate? Did the session materials contribute to achieving the learning objectives? Did the equipment (screen, microphone, projector, etc.) in the room enhance the instruction? Was the time allotted for the session appropriate for the topic? Name: Company: