Purchasing

Use Costpoint Purchasing to facilitate the procurement of materials, supplies, and services.

You can define the characteristics of a purchase order (PO). You can use control tables and screens to maintain buyers, PO line charge types, PO standard text, branch locations, units of measure, commodity codes, procurement types and PO print options. A screen to display ship IDs is also included.

Vendor data that is shared with Costpoint Accounts Payable can also be maintained through Costpoint Purchasing. Control tables and screens are available for vendor settings, vendor terms, and the maintenance and printing of the vendor table.

Use the screens in the Purchase Orders menu to create various types of purchase orders. Also included are screens that let you create blanket releases, open pending POs, expedite purchase orders, and maintain PO expediting notes, create PO change orders, and print hard copies of the purchase order and purchase change orders.

Various purchasing inquiries, reports, and utilities are also available in Costpoint Purchasing.

Note: Purchase orders are company specific in Costpoint, regardless of whether or not items are separated by company (where the Separate Items By Company check box is selected in the Corporate Settings block of the Configure Product Definition Settings screen in Costpoint Product Definition). Subsequent actions on purchase orders (for example, maintaining, expediting, report printing, generating vouchers, inquiries, and so on.) are also limited to purchase orders linked to your company ID. If this check box is selected, only items linked to your company ID are available for generation into purchase orders. If this check box is clear, then items in the database are available to users in all companies.