Purchase Order

Overview

The Guava ERP Purchase Order Processing course explores the primary features in the Guava ERP purchasing lifecycle, including purchase order setup, purchase order entry, shipment receipts and returns, and shipment invoicing. This course examines the implications of each Purchase Order Processing setup option and how they can be tailored to meet your business requirements.

Audience Profile

Purchase Order Processing training is recommended for anyone who plans to implement, use, maintain, consult, or support Guava ERP. The class is targeted toward data entry clerks, administrators, office managers, CEOs, and consultants who need to understand the technical aspects of purchasing and gain foundational knowledge of the application functionality.

Prerequisites

Before attending this course, students must have:

General knowledge of Microsoft Windows
Knowledge of basic navigation functions in Guava ERP
Completed General Ledger and/or Payables Management training

At Course Completion

After completing this course, students should be able to:

Enter Purchase Orders, Receipts, and Returns
Enter Drop-Ship and Standard Blanket Purchase Orders
Copy item details from an existing Purchase Order
Use inquiry screens and reports to extract and analyze appropriate information to maintain and improve business processes
Understand how Purchase Order Processing integrates with the Accounts Payable module
Enter Landed Costs at the time you enter the receipt of inventory
Enter Landed Costs after the items have been received
Close the Purchasing module
Define set up options for the module that allow you to customize your system to better fit your organization’s unique needs

Course Outline

Module 1: Overview and Setup

This module introduces you to Purchase Order Processing in Guava ERP by examining the core processes used in each step of the Purchase Order Processing lifecycle. This module helps you understand the default system and user options defined in the Purchase Order Processing Setup window and how they affect Purchase Order Processing transactions, such as purchase order entry, shipment receipts, returns, and invoice entry. Lessons:

Features and Benefits
Purchase Order Processing Setup
User-Defined Fields for PO Receipts
Purchasing Tax Schedules
Revalue for Cost Variances
Buyer Maintenance
Landed Costs

Lab : Purchase Order Processing Setup

Module 2: Entering Purchase Orders

This module examines the processes of entering and printing purchase orders. It also reviews the types of purchase orders available and the steps for processing each order type. This module also examines how to set up a replenishment method to automatically generate purchase orders when inventory items are running low. Lessons:

Purchase Order Entry
Linking Purchase Orders to Sales Orders
Drop-Ship Purchase Orders
Blanket Purchase Orders
Printing Purchase Orders
Automatic Purchase Order Generation
Lab : Entering Purchase Orders
Add a New Purchase Order
Add a New Purchase Order with a Sales Order Link
New Drop-Ship Purchase Order
New Drop-Ship Blanket Purchase Order
Purchase Order Generator

Module 3: Entering Shipments

This module examines the process of receiving purchase order shipments for inventory, non-inventory, and lot/serial numbered items. It also reviews how to apportion landed costs during the receiving process, and how to post receipts to the General Ledger. This module also examines how to define lot and serial number masks that are used when lot/serial numbers are automatically generated during shipment receipt transactions.
Lessons

Entering Purchase Order Receipts
Shipment line item matching
Applying Landed Costs
Posting Receipts
Lab : Entering Shipments
Received Shipment
New Shipment/Invoice with Additional Items
Automatic Generation of Lot Numbers
Landed Costs

Module 4: Entering Invoices and Returns

This module examines the process of entering invoices against purchase orders, including the posting of purchase price variances. This module reviews the affect of invoice entry on other modules that integrate with Purchasing Order Processing, and it examines how to return shipments to a vendor.
Lessons

Purchase Invoice Entry
Verifying Distributions
Posting Process and Cost Variances
Returning Purchase Orders
Lab : Entering Invoices and Returns
New Invoice
New Invoice for Drop-Ship Purchase Order
New Purchase Order with Multiple Shipments
Cost Differences

Module 5: Entering and Removing Records

This module examines the options available for editing, deleting, and voiding purchase orders that exist in the system. The available inquiry screens are reviewed, which enable businesses in making informed purchasing decisions and to track purchasing data. This module discusses the process of replenishing inventory quantities based on historical purchasing report information and how to view inventory quantity and cost information by vendor. Lessons:

Deleting and Voiding Purchase Orders
Editing Purchase Orders
Reconciling Purchase Orders
Purchase Order Inquiries
Purchase Order Reports and Reports Scheduler

Please check the Training Event Calendar for the most up-to-date list of classes, locations and availability.