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POWER TOOLS Documentation – Purchase Orders476250000The Purchase Order function provides the ability to enter detailed purchase orders, change orders, and images to accompany the PO. The PO processing controls both the dollar amount total and the codes used during invoicing. The POs offer several different print formats and can be emailed directly from JCPM.Track the purchase orders using the logs and status reports found at the top of the screen.Routing can be utilized to move the purchase order through an electronic approval process. The approval process can be as simple and creating and locking the PO or more detailed to determine when/if the PO was mailed, received, reviewed, approved.Add a POSelect a vendor from the drop-down menu option. If the vendor does not exist it can be added on the fly using the Add a Vendor button. Provide an overall PO Description to display on the Purchase Order print. This description line will display on the log as well as the Browse PO functions and may be used to filter using any key words.Enter the PO date, Due Date, Ship Date, Ship To: Information.523875381000043815041783000440055015557500The Ship To: will default to the job location and determines the tax rate for any taxable line items. However, additional locations can be entered by selecting the Add button to the right of the Ship To: location.Enter line items with or without quantities. The code-sub is a required field and will determine the cost codes used when invoicing the Purchase Order. If the line item is taxable, select the Tax box at the end of the line.Select the Header box at the beginning of the line to create a Heading on the purchase order. A Header line will not require quantities, code-sub, or dollar amounts. The use of headers is unlimited and can be done throughout the Purchase Order.The budget dollars for the selected code will display on each line.The comments line can be used for pick up information, driver information, etc. 371475-209550005676900-9525000An alternate way to create the Purchase Order lines is to import the detail. Select the vendor from the Purchase Order Add screen. Add the main description.Select a Default Cost Code (can be edited later in the PO)Select the Import Lines button.Select the Excel file to import. The Excel spreadsheet must match the format of the lines. Quantity, Unit of Measure, Description, Unit Price and Line Total.Select the file to be imported. In this example, the PO spread sheet in the Desktop folder.476255397500163512517081500The lines from the spreadsheet will be displayed. Edit, delete, add to the lines to reflect what is needed on the Purchase Order. Deleting or editing lines on this screen will not change the Excel spreadsheet. When finished editing the lines, select the Save Line Items button .60960022161500The line items now display on the PO. Be sure to enter the proper cost code for each line item.The lines may be edited to complete the PO.27622511303000The tax is calculated according to the percent set up in the Ship To: location. However, the tax can be overwritten by selecting the Override Tax button and entering a different amount. The example below displays a tax different than the default 7%. 314325444500The Print PO option will display the purchase order form. There are several PO formats. The formats can be selected from the System Settings, Project Management Settings.Purchase Order example:78105030099000 ................
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