Purchase Order

MSCertUSL Financials Accounts Receivable helps you manage two of the most vital aspects of doing business: cash management and customer information. Powerful on-line inquiry features, invoice and statement generation, and comprehensive open item aging help you track and manage all aspects of receivable transactions.

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USL Financials Purchase Order shares vendor, purchasing addresses, and distribution code tables with Accounts Payable. Information from the Inventory Control module Item and Ware-house files can be used to create PO items for Purchase Orders.

Features

General
• Full encumbrance accounting.
• Real time on-line budget checking to ensure available funds.
• Customized purchase order forms.
• Automatically print or send PO’s using email or fax.
• Easy import/export to/from excel, with validations.
• Flexible delivery/receiving options.
• Easy recall or prior PO’s or previously ordered items during PO entry.
• Select inventory items from the Inventory Manager or select vendor items, including preferred vendor and vendor catalog numbers.
• Automatically allocate price changes, freight and taxes across line items.
• Change Orders provide for PO corrections and/or additions.
• Handles blanket PO’s and their releases.
• Unlimited notes may be entered for purchase order line items and can be printed on PO.
• Permits different units to be used for stocking, ordering and receiving.
• Creates multiple-drop purchase orders. For any line item, allows separate deliveries to the same or different locations.
• Creates multiple-drop purchase orders. For any line item, allows separate deliveries to the same or different locations.
• Flexible user-defined PO fields.

Vendors
• Fast on-line comprehensive vendor history/account inquiry displaying the details of all POs and payment activity.
• Vendor purchasing addresses are maintained separately from the vendor’s remittance address.
• Flexible user-defined vendor fields.

Receiving
• Receive all line items at once or receive goods on a line-by-line basis.
• Supports formal entry and editing of receivings in the PO module or quick receiving from invoice entry in the AP module.
• Updates Inventory Manager Items when received.
• Serial numbers may be entered for a serialized inventory, if necessary.

System Integration
USL Financials Purchase Order (PO) integrates with the Accounts Payable (AP), Purchase Requisitions (PQ), Inventory Control (IC), Project Ac-counting (PA) and Fixed Assets (FA) modules to price and quantify purchase orders created by the system.
Purchase Orders uses the Control System module to verify accounts, defaults, and budgets.
Vendor tables, purchasing addresses and distribution codes are shared with the Accounts Payable module and can be maintained from either module.
Integration with both system budgets and project budgets.
Drill-down to purchase requisitions.

Download Purchase Order Cut Sheet

Reports
Provides comprehensive on-line inquiry tools and powerful drill-down capabilities:
• View Purchase Orders
• View Items for a Vendor
• View Vendors for an Item
• View Receivings
• View Purchase Orders by
• Month drill-down
• View Account Balances
• Prints a Purchasing Advice Report to help you identify what should be purchased.
• Purchasing Addresses list
• Purchase Orders Report
• Change Order History
• Receivings
• Receivings in Excess of Order
• Receivings History
• Uninvoiced Receivings
• Shipments
• Expedite Shipments
• Past Due Shipments
• Vendor Items
• Vendor Information
• Vendor Labels
• Cash Disbursement Projection
• Unknown Prices report
• Distributions
• Encumbrances
• Posted PO Distributions
• Line Item Distributions
• Code Reports
• Deliver-to Locations
• Distribution Codes
• Edit Lists and Posting Registers are automatically spooled to disk to insure integrity of the audit trail and to save time. They can be printed at your convenience.

Minimum System Requirements
SERVERS
• Dual Core, 2.3 GHz or better
• 4GB RAM (32-bit Windows Server) sized by need
• 8GB RAM (64-bit Windows Server) sized by need
• Windows Server 2008 – 2012 (R2 supported) (64-bit recommended)
SQL SERVER
• Microsoft SQL Server 2008 – 2014 (R2 supported) (64-bit recommended)
TERMINAL SERVER (if utilized):
• Dual Core, 2.3 GHz or better
• 4GB RAM (32-bit Windows Server) sized by user count
• 8GB RAM (64-bit Windows Server) sized by user count
• Windows Server 2008 – 2012 (R2 supported) (64-bit recommended)
CLIENT WORKSTATIONS
• Core 2 Processor, 2.3 GHz or better
• 2GB RAM or better
• Microsoft Windows 7 (SP1) – Windows 10 Pro
• Microsoft Office Professional 2007 – 2016 (32-bit only)

Online Help
USL Financials contains context-sensitive, online help for all features and functions of the system.

Security
• Full USL Database, Module, Menu, Function, Action and Account Level security options relative to the system security.
• Full security by Delivery Location in PO and PQ.
• Departmental Security via Workgroups in A/P, A/R, GL, and PQ.
• Security by Project, Sub-Project, and Funding Source (Grant).

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