Getting Started with Purchasing - Epicor · purchasing methods. Requirement Parameters Include...

Activant Acclaim

Getting Started with Purchasing

Purchasing Practices and Alternatives suite: course 1 of 4

This class is designed for…

Acclaim users that are responsible for purchasing material at their company

BuyersPurchasing Agents

Objectives

Set up purchasing company optionsUse the Purchase Stock CardGenerate and interpret requirement reportsCreate and add to purchase ordersCreate vendor returns

This course will NOT cover…

Acclaim navigation

Basic Purchasing Flow

Direct ShipItem’s purchasing method triggers a requirement

Net stockLocal Pick-up

Backorders

Review Requirements

Reports

Basic Purchasing Flow

Review Requirements

Reports User Base Option

Cut PO during Order Entry

Generate Purchase

Orders

Basic Purchasing Flow

Expedite Purchase

Order

View, Edit or Cancel Purchase

Order

Print Purchase

Orders

Add to Purchase

Order

PO-RECALL

Print Change Purchase

Order

Review Requirements

Reports

Generate Purchase

Orders

Vocabulary

Centralized PurchasingTransfer

Company Options

Purchase GroupsSurplus StockCheck Replenishment LocationPurchasing TypesPrint POs during Order EntryPurchase Price Schedule DefaultScheduled Purchase OrdersPurchase Size Conversion Default

Purchase Groups

Purchase/TransferOne central location for purchasing

Surplus Stock

Check Replenishment Location

Check Replenishment Location

Purchasing Types

Printing POs During Order Entry

Purchase Price Schedule Default

Scheduled Purchase Orders

Purchase Size Conversion Default

Item Location Record

Item Location Record

Stock FlagIndicates whether an item is stocked at a particular locationDoes NOT indicate that you have stock at the location

Item Location Record

Replenishment LocationLocation responsible for maintaining the correct stock levels

‘check replenishment location’ is set to yes

Item Location Record

MethodDictates which of the four purchasing methods that will be used for that item

Purchase Stock Card

View stock requirements by itemView purchasing calculationsPowrdrill

Purchase Stock Card

Purchase Stock Card

Purchase Stock Card

Stock Card Calculation View

Purchase Stock Card

Requirement Reports

What is needed to buySeveral types

StockActiveDirect ShipLocal Pick Up NonstockBackorder

Requirement Parameters

Requirement Parameters

Alter the values that trigger a purchasing requirement

Used with the EOQ and UPTO purchasing methods

Requirement Parameters

Include Non-StockInclude NS items that might fall in the other parameters of the report

Order Point Exception %Used with EOQ and UPTO items you can include items that are within a certain % of their order point

Requirement Parameters

Brief ReportExcludes location detail

Save to Report File and Include Direct Sub Info

Allows you to utilize the report purchasing feature in Acclaim

Purchasing Typeused for purchasing groups

Requirement Parameters

Buy Ahead Take advantage of a vendor discount

Item HistoryView location specific history or company wide history

Blanket ItemsOptional Package

Stock Requirement Report

Stock Requirement Report

Stock Requirement Report

Review timehow often a vendor’s line will be reviewed

Lead Time time that elapses between PO generation and PO receipt

Safety Stock DaysUsed with UPTO and EOQ itemsAdditional days supply of material to protect against demand fluctuation, lead time fluctuations and failure to review a product line

Stock Requirement Report

Surplus Excess stock

MNMX - Net stock > Max QuantityOPOQ - Net Stock > OP+OQUPTO - Net Stock > Month’s Supply or OP Month’s supply (whichever is greater) = amu x number of months to purchaseEOQ – Net Stock > EOQ + OP

Generating Purchase Orders

Types of Purchase OrdersStockNon-StockBackordersDirect ShipLocal Pick upActive

Creating Purchase Orders

Types of PurchasingSelectiveAutomaticSemi-automaticallyReport

Purchase Order Generation

Selective Purchasing

Order for stockNo tie to any ordersOptionally show nonstock requirements

Purchase Order Header

Purchase Order Header

Alt VenSpecify an alternate vendor to use for pricing on this purchase order

Ext PO#Allows you to reference an external number

Instr 1 and Instr 2List instructions to the vendor for this PODefaults from the vendor record

Purchase Order Header

ContactSpecific contact for this purchase orderFax/email integration

Purchase Size ConversionWill default from company settingYes – items print in terms of purchase unit sizeNo – items print in EACHes

Purchase Order Header

Alt Send ToUsed when vendors have multiple shipping locationsBilling still goes to primary vendor

Exclude Lead TimeSet to Yes if you know in advance that this purchase order will skew lead times

Purchase Order Header

Buyer #Allows you to identify the buyer of the POWill default from USER ID setup

Scheduled POAllows you to schedule the shipment of the materialOnly available if you have Blanket Order Optional Package

Purchase Order Header

Examine Non-Stock

Selectively Purchase Items

Co Option – Show Suggested Qty

Browse for Items

Purchase Order Summary

Vendor Record

Automatic Stock Purchasing

Purchases items on stock requirement reportWill NOT display what is being purchasedPrimarily used for backorder and nonstock purchasing

Semi-Automatic Purchasing

Review stock requirements reportSelectively purchase more or less of what is suggestedThen choose to Add to this PO via automatic purchasing to purchase the other items that were on the requirement report

Semi-Automatic Purchasing

Item Suggested Quantity

Purchase Quantity

3M 12LO 25 253M RTTLO 10 103M IIU877 20 503M 988UYT 12 10

Report Purchasing

Allows user to make purchasing decisions on the screen vs. manual entryOriginally designed for commodity itemsNow usable for regular purchasing

Report Purchasing

Generate requirement report, saying ‘Y’ to Save to Report File

Report Purchasing

Tag your report purchasing session, making it easier to find later

Report Purchasing

Go to Purchase/Report/Report to access your report

Report Purchasing

Choose from available report purchasing sessionsRe-Indexing is available

Report Purchasing

Limits report

Report Purchasing

Report Purchasing

Cycle through PO headers for each vendor

Report Purchasing

Report Purchasing

Cycle through summary for each purchase order

Report Purchasing

Scheduled Purchase Orders

Schedule shipments from vendor

Release Schedule

Adding Items to a Purchase Order

Stock and non-stock items can be added to existing purchase orders

DS and LPU items can be added to existing related purchase order is they exist on the customer order first

Cut POs at Order Entry

User Base option that allows you to create purchase orders at the end of order entry

For Direct Ship, LPU or nonstock items

Vendor Returns

Returning material to your vendorVendor shipped wrong materialCustomer returned materialBroken or unusable materialSurplus stock

Vendor Return Requirements

Vendor Return Requirements Report

Generating a Vendor Return

Summary

Set up purchasing company optionsUse the Purchase Stock CardGenerate and interpret requirement reportsCreate and add to purchase orders

SelectivelyAutomaticallySemi-AutomaticallyReport purchasing

Create vendor returns

For More Information…

Acclaim Help FilesVisit Activant on the web: www.activant.com

View Educational Services course offeringsBrowse DocumentationSearch the Solutions databaseSubmit a Support case

E-mail Consulting Services consult-sales@activant.com

E-mail Professional Services Salespss@activant.com

Purchasing Practices and Alternatives

Printing, Expediting and Troubleshooting Purchase Orders Ensure Accurate Purchase Orders Using Purchase Pricing Options Reducing Your Cost to Purchase with the Buy Ahead Feature