Purchase Order Setup

1
Purchase Order Setup Usage Basics

• Fusion 08
• Terry Cora

2
Overview

• Integration with other modules
• Estimating
• Buyouts, Inventory, Planned Materials
• Job Control Center
• Planned Materials
• Job Costing
• Job Cost Transactions
• Accounts Payable
• Payments from Purchase Order

3
Resources

• UNP
• Knowledge Base
• Quick Start Guide

4
Purchase Order Module Setup

• Establish Purchase Order System Settings
• Add Or Modify Purchase Order Types
• Establish Purchase Order Settings By Vendor

5
Create And Maintain Purchase Orders

• Enter A New Purchase Order
• Locate, View, Or Edit An Existing Purchase Order
• Duplicate An Existing Purchase Order
• Locate, View Or Edit An Existing Purchase Order
  Line Item
• Receive A Full Or Partial Purchase Order

6
Purchase Order Automation

• Auto Create A Purchase Order
• - From a list of Candidates
• - From a Job Material
• - From an Inventory Item

7
Generate Reports

• View Or Print Various Purchasing Reports
• Helpful ePaceStation Inquiries

8
Purchase Order QA

• Open Discussion