This Sage 300 – Purchase Orders course is intended for anyone responsible for processing Purchase Orders transaction ‐ entry, processing, and reporting features you need to fully automate your purchase‐order procedures and meet your management needs. You will learn how to use Purchase Orders to enter and process your requisitions, purchase orders, receipts, vendor invoices, returns, credit notes, and debit notes. You will also be able to print forms for your requisitions, purchase orders, receipts, and returns, as well as mailing labels. It addresses the needs of both the new Sage 300 user and the experienced user looking to expand his/her knowledge and use of Sage 300’s Purchase Orders functionality.
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Requirements
You should have installed Sage 300
You should have installed Sample Data that comes with Sage 300
Outcomes
Setting up Purchase Orders This session will provide the attendee with a quick review understanding of the setup of Purchase Orders and how it relates to performance. Attendee will learn how to change settings to suit their specific accounting requirements, and how to make the most of some optional setup features to ease your data entry load.
Printing all the Set-up Reports In this session, you will learn about the many reports and report options relating to the setup of Purchase Orders. You will learn how to use the report criteria to access the information needed, and how these reports will help to manage the Purchase Orders module.
Purchase Order Transactions In this session you will learn how to enter transactions within Purchase Order and track the flow of each document through to its end point. This session will teach you about entering, posting, and reporting requisitions and purchase orders, receipts, invoices, returns, credit notes, and debit notes and for printing receiving slips and returns in your Purchase Orders system
Creating Purchase Orders automatically In this session you will learn how to create purchase orders automatically from the requisitions you have added in Purchase Orders, create purchase orders automatically from the reorder quantities that are defined for items in Inventory Control you can use the Create POs From O/E screen to create purchase orders automatically from Order Entry sales orders.
Purchase Order Forms In this session you will learn how to use the report forms that come with Purchase Orders to print requisitions, purchase orders, receiving slips, returns, and mailing labels, or select a customized version.
Statistics and Inquiries In this session learn how to use Purchase Orders Statistics and Inquiries screens to look up information about vendors and transactions.
Analytical Reports Learn to print reports on Purchase Orders transactions, statistics, purchase history, and more.
Periodic Processing In this session you will learn how to use Purchase Orders Periodic Processing screens to create batches, and to clear history and inactive records. If you use Purchase Orders as a stand-alone program, you can also use the Day End Processing screen to run Day End Processing.
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