Purchasing

Overview:

The revised Purchasing module is designed to familiarize users with functions, relationships and requirements. The course encompasses the full range of activities required in the procurement process.

The course teaches the user how to identify planned or actual manufacturing material requirements; issue Request for Quotation, Blanket Orders and/or Purchase Orders; and to provide for the linking of work order generated requirements to specific deliveries. The Purchase Order receipts function is discussed, as well as order kiting and material dispatch upon receipt, along with the actual material cost flowing to specific work orders, and the interface to A/P invoicing as well as closing and purging.

Who Should Attend:

Implementation Project Managers
Purchasing Agents and Buyers
Material Control Personnel

Location:

ProfitKey’s Training facility
Salem, New Hampshire

Optional on-site training is available at the ProfitKey standard on-site rate provided proper training facilities are available at the customer site.

Major Topics Covered:

System Configuration and Setup
Master File Maintenance
Item/Vendor Relationships
Purchasing Workbench ( R )
Certs and Memos
Order Linking
Request for Quotation
Commodity and Marking Codes
Print Control Files
Printing POs and RFQs
Reports and Their Use
Purchasing Order Receiving
Purchase Order Invoicing
Cost Updating
Closing and Purging

Course Outline

Day 1

Overview of ProfitKey’s Purchasing Function
- Purpose
- Scope
System Setup
- Set Variables
  - Manufacturing Job-Shop
  - Purchasing
  - Scheduling
- Master Files
  - Vendor
  - Items Master
  - Standard Note
  - Item Vendor Relationship
  - Matrix Table

Day 2

Work Bench Functions
- RFQ WorkBench
- Purchasing WorkBench
- Service-WorkBench
- Blanket Order WorkBench
Planning/Execution
- Preparation
- Identifying Exceptions
- Processing, Standard, Miscellaneous, & Expense orders
- Exception Management-Expediting
- Follow-up
Receiving and Invoices
- PO receipts-Inventory
- Accounts Payable Invoices
- Reports

Pricing

$1195 for the first person from your company.
$995 for each additional person.