CSA's Purchasing & Receiving software is designed to control and manage the operations of your Purchasing Department. CSA assists and controls in the process of selecting suppliers, creating purchase orders, expediting shipments, and receiving deliveries. CSA Purchasing and Receiving software works in conjunction with CSA Accounts Payable, providing on-line verification that invoices are processed for goods that have been received and at the prices that have been agreed upon. With CSA Purchasing and Receiving software, the tasks of reconciling inventory and invoices to open purchase orders is easily accomplished.

PURCHASE ORDER PROCESSING

• Allows for the on-line entry of purchase orders.
• Supports the entry of blanket purchase orders and releases against blanket purchase orders.
• Supports drop shipments.
• Supports purchase orders for both inventoried and non-inventoried items.
• Stores up to 998 lines of free form notes for the purchase order and each line item on the purchase order.
• Allows standard notes to be stored and attached to orders.
• References inventory and vendor item numbers.
• Allows purchase orders to be entered in units of measure other than the inventory unit of measure.
• Allows for a pricing unit of measure that is different than the purchase and inventory units of measure.
• Tracks requested, promised and received dates for each line item.
• Stores the contact and move to information for each line item.
• Optionally stores the job for which the line item is being purchased.
• Optionally stores the general ledger account related to the line item.
• Prints new, changed, and canceled purchase orders.
• Keeps closed purchase orders on file for historical reporting.

PURCHASE ORDER REPORTING

• Prints several Scheduled Receipts reports listing open, closed, late and expected receipts in sequence by:
  • Inventory Item Number
  • Vendor
  • Job Number
  • Buyer
• Prints a Late Receipts By Vendor Report.
• Prints Purchase Commitments Reports, listing the value of open line items in sequence by:
  • Purchase Order Number
  • Promise Date
  • Job Number
• Prints a Late Receivings Report and a Follow-Up Report.
• Prints a history of item prices in sequence by:
  • Purchase Order Number
  • Inventory Item Number

RECEIVINGS

• Processes receivings against open purchase orders.
• Allows for partial receipts.
• Provides warnings of early deliveries and under/over shipments.
• Displays information regarding where a delivery should be moved to after receivings.
• Optionally produces documentation (Travelers) to route received items to their final delivery location.
• Tracks rejections and rejection reasons.
• Allows items to be received by scanning units and matching them to the purchase order.
• Optionally prints bar code labels for received items.
• Automatically updates CSA Inventory Management for goods received.
• Prints a Receivings History Report and a Receivings History Report By Buyer.
• Prints a Received Item Cost report, listing the value of received shipments, in sequence by:
  • Inventory Item Number
  • Purchase Order Number

PURCHASE ORDER INQUIRIES

• Provides inquiries into open and closed purchase order line items. Line items may be inquired into by:
  • Purchase Order Number
  • Inventory Item Number
  • Job Number
  • Move To Location
  • Vendor
• Provides drill down capabilities to view the receivings history of a line item.

ITEM & VENDOR INFORMATION

• Stores information regarding the vendors that supply an item.
• Provides a display of all vendors that supply a specific item.
• Prints the Item/Vendor Report, listing all vendors that supply an item.
• Prints the Vendor/Item Report, listing all items supplied by a vendor.
• Prints the Commodity Code Vendor Report, listing all vendors that supply a commodity type.
• Prints the Reordering Advice By Vendor Report, listing inventory items that are at or near reorder levels in sequence by the vendors that supply the items.
• Automatically stores vendor performance information relating to lead times, late deliveries, and price variances.

USER DEFINED TABLES

• Allows you to define the valid codes and descriptions for the following tables:
  • Locations
  • Buyers
  • Ship Via Codes
  • Payment Terms
  • FOB Codes
  • Standard Notes
  • Rejection Reasons
  • Move To Locations
  • Units of Measure
  • Commodity Codes

INTERFACES

• CSA Purchasing & Receiving interfaces to the following other CSA modules: Accounts Payable, Job Costing and Inventory Management.

SUPPORTED HARDWARE

• PC's using Windows Vista, Windows XP, Windows 2000
• Local Area Networks (Windows 2003, Windows 2000, Windows Peer-To-Peer networks)
• UNIX based servers