Tip of the Month for February 2010

P/O Host List Expediter

The P/O Hot List Expediter was a new feature added in the most recent release of Answers created specifically to help you expedite your open Purchase Orders and be proactive instead of reactive in doing so.  In other words you can hopefully get ahead of the game by checking with your vendors prior to your customers calling you and wanting to know where their items are that they have ordered from you.

● This new program located under Purchasing Management-->Inquiry works in conjunction with the new date fields added to both the Purchase Orders and Sales Orders in the last release.  It also works closely with the P/O Acknowledgement Request Log Viewer added in another recent release.

● You can be proactive in the expediting of purchase orders by asking the system to provide you with a list of purchase orders for possible expediting.  This list can be built based on Vendor Promised Date, Required/Requested Delivery Date, or Estimated Delivery Date.  And you do not have to wait until one of these dates is past in order to expedite a P/O.  You can request a list of any Purchase Orders that are within a requested number of days from one of these selected dates.

● If desired, you can also include checking the Promised Date on the sales order (if the P/O is linked to a sales order) as well as those shipping factory direct.

● This working list is then a "one-stop-shop" for managing the expediting your Purchase Orders. You can edit this list by removing P/O’s that you do not wish to follow-up on at this time, which does not remove the P/O from the system, just from this working list.  You can go back and change your selection criteria and re-build the list at any time.

● The P/O Hot List Expediter screen is designed to provide you with the tools that you need to manage your Purchase Orders all from within one window.  From this list you can access the following features; P/O Notes, Purchase Order Inquiry (View Transaction), Purchase Order Entry/Maintenance (Edit Transaction), Generate an Acknowledgement for a selected P/O, Generate Acknowledgements for all P/O's in the list which have not had an acknowledgement already generated, view the Fax Log, view the P/O Acknowledgement Log Viewer, access Vendor Inquiry, or View Vendor Contact information. All of these features can be accessed from the tool-bar, from the drop-down menu or from the right-click menu. You can also print the list by selecting the printer icon or by selecting File-->Print from the pull-down menu bar.