Contents Include: >> GoToMeeting housekeeping >> Overview of purchase orders (Intermediate level) >> Demonstration of purchase orders (Intermediate level) >> Questions and Answers Notes: >> You can use Purchase Orders to process purchase requisitions, purchase orders, receipts, and invoices. >> Purchase Orders are integrated with inventory control, accounts payable, project & job costing, and general ledger. >> You can Purchase Orders for inventory and non-inventory items. >> Purchase Order functions are restricted based on the security profile attached to the system user within Sage Accpac security groups.

1. Monthly Web Chat with
Calvin O’Driscoll
June 7, 2012

2. Agenda
• GoToMeeting housekeeping
• Overview of purchase orders (Intermediate level)
• Demonstration of purchase orders (Intermediate level)
• Q&A

3. Housekeeping
• During the Webinar, all attendees will be muted and placed in listen
only mode. This is to eliminate issues with background noise, which
causes feedback to all callers.
• If you have a question, please enter it in the chat window and we will
answer promptly during the Q&A session.

4. Purchase Order
NOTES:
• You can use Purchase Orders to process purchase requisitions,
purchase orders, receipts, and invoices.
• Purchase Orders are integrated with inventory control, accounts
payable, project & job costing, and general ledger.
• You can use Purchase Orders for inventory and non-inventory items.
• Purchase Order functions are restricted based on the security profile
attached to the system user within Sage Accpac security groups.

5. Purchase Order
PROCESS:
• Open purchase orders / transactions/ requisition entry.
• Enter vendor number, date, requested by, and location.
• Enter optional data in requisition, and optional fields sections.
• Enter items, quantities, and unit costs.
• Click post.
• Print requisition form if required.

6. Purchase Order
PROCESS:
• Open purchase orders / transactions/ purchase order entry.
• Enter vendor number, and select requisition.
• Enter optional data in order, taxes, and optional fields sections.
• Edit items if required.
• Click post.
• Print purchase order form if required.

7. Purchase Order
PROCESS:
• Open purchase orders / transactions/ receipt entry.
• Enter vendor number, and select purchase order.
• Enter optional data in receipt, taxes, additional costs, and optional
fields sections.
• Receive item quantities.
• Click post.
• Print receipt form if required.

8. Purchase Order
PROCESS:
• Open purchase orders / transactions/ invoice entry.
• Enter invoice number, vendor number, and receipt number.
• Enter optional data in invoice, taxes, terms, additional costs, and
optional fields sections.
• Verify totals.
• Click post.

9. Purchase Order
ADDITIONAL NOTES:
• Run day processing within inventory control periodic processing.
This process updates accounts payable, and general ledger.
• View transactions in accounts payable, and general ledger.
• Drilldown functionality in accounts payable, and general ledger.

10. Q&A

11. Contact Details:
Calvin O’Driscoll, ERP Manager
(709) 726 – 8347 ext. 419
calvin.odriscoll@atlanticdatasystems.com
For support:
support@atlanticdatasystems.com