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Activant Acclaim
Getting Started with Purchasing
Purchasing Practices and Alternatives suite: course 1 of 4
This class is designed for…
Acclaim users that are responsible for purchasing material at their company
BuyersPurchasing Agents
Objectives
Set up purchasing company optionsUse the Purchase Stock CardGenerate and interpret requirement reportsCreate and add to purchase ordersCreate vendor returns
This course will NOT cover…
Acclaim navigation
Basic Purchasing Flow
Direct ShipItem’s purchasing method triggers a requirement
Net stockLocal Pick-up
Backorders
Review Requirements
Reports
Basic Purchasing Flow
Review Requirements
Reports User Base Option
Cut PO during Order Entry
Generate Purchase
Orders
Basic Purchasing Flow
Expedite Purchase
Order
View, Edit or Cancel Purchase
Order
Print Purchase
Orders
Add to Purchase
Order
PO-RECALL
Print Change Purchase
Order
Review Requirements
Reports
Generate Purchase
Orders
Vocabulary
Centralized PurchasingTransfer
Company Options
Purchase GroupsSurplus StockCheck Replenishment LocationPurchasing TypesPrint POs during Order EntryPurchase Price Schedule DefaultScheduled Purchase OrdersPurchase Size Conversion Default
Purchase Groups
Purchase/TransferOne central location for purchasing
Surplus Stock
Check Replenishment Location
Check Replenishment Location
Purchasing Types
Printing POs During Order Entry
Purchase Price Schedule Default
Scheduled Purchase Orders
Purchase Size Conversion Default
Item Location Record
Item Location Record
Stock FlagIndicates whether an item is stocked at a particular locationDoes NOT indicate that you have stock at the location
Item Location Record
Replenishment LocationLocation responsible for maintaining the correct stock levels
‘check replenishment location’ is set to yes
Item Location Record
MethodDictates which of the four purchasing methods that will be used for that item
Purchase Stock Card
View stock requirements by itemView purchasing calculationsPowrdrill
Purchase Stock Card
Purchase Stock Card
Purchase Stock Card
Stock Card Calculation View
Purchase Stock Card
Requirement Reports
What is needed to buySeveral types
StockActiveDirect ShipLocal Pick Up NonstockBackorder
Requirement Parameters
Requirement Parameters
Alter the values that trigger a purchasing requirement
Used with the EOQ and UPTO purchasing methods
Requirement Parameters
Include Non-StockInclude NS items that might fall in the other parameters of the report
Order Point Exception %Used with EOQ and UPTO items you can include items that are within a certain % of their order point
Requirement Parameters
Brief ReportExcludes location detail
Save to Report File and Include Direct Sub Info
Allows you to utilize the report purchasing feature in Acclaim
Purchasing Typeused for purchasing groups
Requirement Parameters
Buy Ahead Take advantage of a vendor discount
Item HistoryView location specific history or company wide history
Blanket ItemsOptional Package
Stock Requirement Report
Stock Requirement Report
Stock Requirement Report
Review timehow often a vendor’s line will be reviewed
Lead Time time that elapses between PO generation and PO receipt
Safety Stock DaysUsed with UPTO and EOQ itemsAdditional days supply of material to protect against demand fluctuation, lead time fluctuations and failure to review a product line
Stock Requirement Report
Surplus Excess stock
MNMX - Net stock > Max QuantityOPOQ - Net Stock > OP+OQUPTO - Net Stock > Month’s Supply or OP Month’s supply (whichever is greater) = amu x number of months to purchaseEOQ – Net Stock > EOQ + OP
Generating Purchase Orders
Types of Purchase OrdersStockNon-StockBackordersDirect ShipLocal Pick upActive
Creating Purchase Orders
Types of PurchasingSelectiveAutomaticSemi-automaticallyReport
Purchase Order Generation
Selective Purchasing
Order for stockNo tie to any ordersOptionally show nonstock requirements
Purchase Order Header
Purchase Order Header
Alt VenSpecify an alternate vendor to use for pricing on this purchase order
Ext PO#Allows you to reference an external number
Instr 1 and Instr 2List instructions to the vendor for this PODefaults from the vendor record
Purchase Order Header
ContactSpecific contact for this purchase orderFax/email integration
Purchase Size ConversionWill default from company settingYes – items print in terms of purchase unit sizeNo – items print in EACHes
Purchase Order Header
Alt Send ToUsed when vendors have multiple shipping locationsBilling still goes to primary vendor
Exclude Lead TimeSet to Yes if you know in advance that this purchase order will skew lead times
Purchase Order Header
Buyer #Allows you to identify the buyer of the POWill default from USER ID setup
Scheduled POAllows you to schedule the shipment of the materialOnly available if you have Blanket Order Optional Package
Purchase Order Header
Examine Non-Stock
Selectively Purchase Items
Co Option – Show Suggested Qty
Browse for Items
Purchase Order Summary
Vendor Record
Automatic Stock Purchasing
Purchases items on stock requirement reportWill NOT display what is being purchasedPrimarily used for backorder and nonstock purchasing
Semi-Automatic Purchasing
Review stock requirements reportSelectively purchase more or less of what is suggestedThen choose to Add to this PO via automatic purchasing to purchase the other items that were on the requirement report
Semi-Automatic Purchasing
Item Suggested Quantity
Purchase Quantity
3M 12LO 25 253M RTTLO 10 103M IIU877 20 503M 988UYT 12 10
Report Purchasing
Allows user to make purchasing decisions on the screen vs. manual entryOriginally designed for commodity itemsNow usable for regular purchasing
Report Purchasing
Generate requirement report, saying ‘Y’ to Save to Report File
Report Purchasing
Tag your report purchasing session, making it easier to find later
Report Purchasing
Go to Purchase/Report/Report to access your report
Report Purchasing
Choose from available report purchasing sessionsRe-Indexing is available
Report Purchasing
Limits report
Report Purchasing
Report Purchasing
Cycle through PO headers for each vendor
Report Purchasing
Report Purchasing
Cycle through summary for each purchase order
Report Purchasing
Scheduled Purchase Orders
Schedule shipments from vendor
Release Schedule
Adding Items to a Purchase Order
Stock and non-stock items can be added to existing purchase orders
DS and LPU items can be added to existing related purchase order is they exist on the customer order first
Cut POs at Order Entry
User Base option that allows you to create purchase orders at the end of order entry
For Direct Ship, LPU or nonstock items
Vendor Returns
Returning material to your vendorVendor shipped wrong materialCustomer returned materialBroken or unusable materialSurplus stock
Vendor Return Requirements
Vendor Return Requirements Report
Generating a Vendor Return
Summary
Set up purchasing company optionsUse the Purchase Stock CardGenerate and interpret requirement reportsCreate and add to purchase orders
SelectivelyAutomaticallySemi-AutomaticallyReport purchasing
Create vendor returns
For More Information…
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Purchasing Practices and Alternatives
Printing, Expediting and Troubleshooting Purchase Orders Ensure Accurate Purchase Orders Using Purchase Pricing Options Reducing Your Cost to Purchase with the Buy Ahead Feature
