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Purchase Orders 22.1

PostedMarch 22, 2022
UpdatedMarch 24, 2022

Purchase Order Reconcile

Purchase Order Reconcile ensures the received inventory has been physically verified, stored at the proper location, and reconciled with the system inventory. The Reconcile PO function also allows users to adjust certain charges before closing the purchase order and to add other information from the vendor’s invoice. MACC has improved the Reconcile Purchase Order function by allowing users to only edit the inventory item values and not the item quantity. This enhancement eliminates unnecessary inventory adjustments.

PO Receive Attribute Values

The PO Receive process allows users to receive items into inventory and update additional item details. This process was updated to include the items attribute default values when receiving the item into inventory through the PO Receive process. Serialized items will also include the attribute default values when receiving from the Serial Number screen or using the Serial Number Import.

Purchase Order

Continuing with improvements to Purchasing, MACC added the Clear button to the Purchase Order and PO Receive screens. This enhancement provides an option to Clear All or Clear Item. When Clear Item is selected, it will clear the PO details when viewing individual PO detail. This action allows the user to select another detail row for viewing. When Clear All is selected, the entire PO selection will be cleared.

Purchase Order Image 1

Purchase Order Requisition

The Purchase Order Requisition process is designed to send important information to those approving purchase order requests. With your feedback, we continue to improve the Purchase Order Requisition approval process. A new option, No Editing after Approval, was added to the PO Requisition Setup within the Material Company screen. When checked, no further editing will be permitted on the PO Requisition after it is approved. PO Requisition fields will be disabled for editing with the exception of PO Requisition Comments and Copy. Access to the PO Requisition Preferences, View/Add Attachments, Print/Preview the PO Requisition, Search PO Requisition, and Cancel PO Requisition will be available based on assigned security roles.

Purchase Order Image 2
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Delinquents

No Penalty Option for Delinquents

A new “No Penalty” option is now available for delinquent accounts, so users have the ability to send a late notice to an account, but keep the account from getting a penalty. An Expire Date, Alert, and reports are available for accounts flagged No Penalty.

A No Penalty check box was added to the Credit Node of the Service Order, with a corresponding Expire Date drop-down calendar. When checked, the account can receive a delinquent notice, but will not get a late fee during the Penalties process. The Expire Date can be set to limit the amount of time the account is exempt from penalties.

A No Penalty Alert is available for both Inquiry and Payments at Maintenance | Common | Alerts, and will display in the Alerts window for any accounts flagged No Penalty.

The Non-Zero Balance Report found in the report’s menu of the Delinquent process, contains a new No Penalty column to aid in identifying No Penalty accounts.

The Credit Attributes report, and the Grid Report – Account can be used to discover accounts flagged as No Penalty. The Credit Attributes report has a new group box for No Penalty Options, and the Grid Report – Account includes No Penalty, and No Penalty Expire Date selections.