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 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, 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.
• Indicates whether the vendor should acknowledge the PO. Also tracks who acknowledged the PO and when.
• Allows standard notes to be stored and attached to purchase orders.
• References inventory and vendor item numbers.
• Allows purchase orders to be entered with different purchasing, pricing and inventory units of measure.
• Accepts ratios to define the relationships between the Purchasing, Pricing and Inventory units of measure. Ratios can be defined as either firm or estimated.
• Tracks requested, promised and received dates for each line item.
• Stores the contact and move to information for each line item.
• Stores packing dimensions for each item.
• Automatically retrieves units of measure, ratios, packing dimensions and prices for the vendor and item.
• Enforces minimum purchase quantities and order multiples for the vendor and item.
• Allows purchase orders to be created with "Pending Costs", indicating that the cost information will be provided somethime after the goods received.
• Optionally stores the job(s), contract(s) and/or location(s) 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.
• Allows vendor shipping manifest information to be entered into the system to keep track of open vendor shipments.
• Allows buyers to view purchase orders that a awaiting acknowledgement, and record that the acknowledgement has been received.
  
  

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.

PURCHASE ORDER REPORTING

• Prints a Purchase Order Edit List, printing the complete details of each purchase order.
• Print a Purchase Order Summary Report, listing the total quantity, amount, weight and cube for each purchase order.
• Prints several Scheduled Receipts reports listing open, closed, late and expected receipts in sequence by:
  • Inventory Item Number
  • Vendor
  • Document Type (Job, Contract, Location) & Document 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
  • Document Type (Job, Contract, Location) & Document 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.
• Tracks received quantities in the purchasing, pricing and inventory units of measure.
• For items that have firm ratios, receivings can be made in either the purchasing, pricing or inventory unit of measure.
• 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.
• Requires lot numbers for lot controlled inventory items.
• Allows items that are not received in full to be flagged as closed for receivings (no more expected).
• 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.
• Provides options for automatically updating the Job Costing system for job related purchases.
• Prints a Receivings History Report and a Receivings History Report By Buyer.
• Prints a Received Item Cost report, listing the value of received inventory shipments, in sequence by:
  • Product Category & Item Number
  • Purchase Order Number

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

• CSA's software operates on the following Windows platforms: Windows 7, Windows Vista, Windows XP, Windows Server 2008, Windows Server 2003.