Purchase Order User Guide

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Purchase Order overview
Purchase Order process flow
How Purchase Order interfaces with other applications
Planning for Purchase Order setup
Concepts in this chapter
Which General Ledger concepts apply to Purchase Order?
Which Accounts Payable concepts apply to Purchase Order?
Which Inventory Control concepts apply to Purchase Order?
Which Tax concepts apply to Purchase Order?
Interdependencies between PO, IC, and AP
Commitments, encumbrances, and budget edits
Intercompanies and their relationships
Procedures in this chapter
Setting up related applications
Setting up Purchase Order
Concepts in this chapter
Procurement group
PO code
Set up at the Purchase Order company level
How Defaulting Rules Work
When do I use buyer groups?
Buyer
Freight terms
Why should I set up Purchase Order vendors?
Vendor item
Shipping terms
Procedures in this chapter
Setting up a procurement group
Setting up PO codes
Defining agreement administrators
Defining freight terms
Setting up the Purchase Order company
Setting up comment codes
Setting up buyers
Setting up Purchase Order vendor information
Setting up vendor items
To set up vendor items
To set up multiple vendor items
Setting up a substitute vendor item
Setting up ship terms
Setting up buyer messages
Define agreements
Concepts in this chapter
Vendor agreement
Agreement commitment
Contract agreement
Catalog agreement
Blanket agreement
Standing agreement
Service agreement
Agreement lines
Future cost
Agreement pricing
Vendor agreement participants
Stockless processing
Procedures in this chapter
Creating a vendor agreement
Creating distributions for vendor agreement lines
Spreading vendor agreement commitments
Setting up price breaks
Spreading non-committed vendor agreement line amounts across periods
Mass Release of Vendor Agreements
Defining agreement pricing
Defining agreement participants
Importing vendor agreements
Concepts in this chapter
How does the Vendor Agreement Import process work?
Procedures in this chapter
Interfacing data
Loading a vendor agreement file
Changing the item flag
Updating a vendor agreement item
Updating an existing vendor agreement
To replace an existing vendor agreement
To update changes to an agreement
Processing a vendor agreement online
Processing bids
Concepts in this chapter
Bid
How do I select items for a bid?
How do I process bids?
Procedures in this chapter
Creating bids
To create bids manually
To create bids automatically
Sending bids to vendors
To print a bid
To download a bid
Adding batch bid responses
Entering vendor responses
Analyzing bid responses
Loading bids
Creating purchase orders
Concepts in this chapter
Structure of a Purchase Order
Procurement template
How is tax applied to items?
Example: Applying item tax
Where is currency determined?
Add-on charge
How do I bring in purchase orders from non-Lawson to Lawson?
When are dropshipments used?
How do commitments and budget edits affect purchase orders?
Subcontractor purchase orders
Procedures in this chapter
Entering a Purchase Order manually
Options for adding add-on charges
Related reports and inquiries
Mass cancel or delete purchase orders
To find purchase orders or PO lines to cancel or delete
To cancel the remaining quantity on all lines of a PO or delete the entire PO
To cancel remaining quantities or delete the PO line.
Adding retainage using a Purchase Order
To add retainage information at the header level:
To add retainage information at the line level:
Adding retainage on a Purchase Order that represents the contract
To add retainage information to a purchase order header
To add retainage information to a purchase order line
Viewing retainage percents in vendor agreements
Setting up procurement templates
Making procurement template mass changes
Creating a Purchase Order from a template
Creating a Purchase Order from a blanket agreement
Copying an existing Purchase Order
Releasing standing orders
Approving subcontractor purchase orders directly
Importing purchase orders from non-Lawson to Lawson
Maintaining interfaced purchase orders
To maintain interfaced purchase orders
To maintain interfaced purchase order lines
Creating purchase orders from order requests
Concepts in this chapter
Order request
Filters
Exceptions
Procedures in this chapter
Creating purchase orders from order requests
Managing information on order requests
Related reports and inquiries
Options for managing information on order requests
Issuing purchase orders
Concepts in this chapter
Purchase Order issue
Issue method
Purchase Order revisions
When would I issue a draft version of a Purchase Order?
Electronic Data Interchange (EDI)
Acknowledgment
PO Acknowledge Report
Procedures in this chapter
Mass issuing purchase orders
Issuing purchase orders online
Receiving purchase order acknowledgments
Receiving orders
Concepts in this chapter
Receiver
How do limits and tolerances affect purchase orders?
Receiving buyer message
Can I receive items in any unit of measure?
Substitute item
Bin level receiving
Receiving documents
Receiving detail
Why would I adjust a receiver?
What happens if I reject items?
Returns Merchandise Authorization (RMA)
Evaluated Receipts Settlement (ERS)
Procedures in this chapter
Manually receiving orders
Follow-up tasks
Related reports and inquiries
Creating receipts from open purchase orders
Follow- up tasks
Related reports and inquiries
Interfacing receipts
Printing receiving documents
Adjusting released receivers
Handling receiving buyer messages
Performing inspections
Performing vendor returns
Using Procurement Cards
Concepts in this chapter
P-Card
P-Card User ID
P-Card program and administrator
Proxy
Merchant and merchant group
Merchant Category Code
Type of charges are created with P-Cards
How are ad hoc charges processed?
How are PO charges processed?
How are charges maintained?
How does P-Cards interact with Accounts Payable?
How does P-Cards interact with Purchase Order?
Procedures in this chapter
Setting up a P-Card program
Requesting a P-Card
Adding a cardholder
Setting up a merchant
Setting up a merchant group
Associating a merchant with a vendor
Setting up a P-Card reason code
Importing P-Card charges
Creating an invoice for a bank statement
Managing bank charges
To approve or dispute bank charges
To close or reject bank charges
To change the approval level of a charge
Related reports and inquiries
Auditing activity on a card or charge
Closing the Purchase Order period
Concepts in this chapter
Difference between Report and Update mode
How often do I send journal entries to the General Ledger?
Received, Not Invoiced (RNI) report
Auto-reversal
What happens if cost variances exist?
Standard Cost Calculation
What happens during period end processing?
Procedures in this chapter
Closing the purchase order period
Closing PO lines without invoicing
Purging purchase orders and receipts
Using Attribute Matrix attributes
Concepts in this chapter
Attribute Matrix
Attribute
Element
Where can I use attributes?
List
Using lists
Automatic lists
Automatic list example for items
Automatic list example for accounting units
Automatic list example for vendors
Manual lists
Procedures in this chapter
Loading Lawson-defined attributes and elements
Defining an attribute
Followup tasks
Related reports and inquiries
Assigning attribute values to an item
Related reports and inquiries
Options for assigning attribute values
Assigning attribute values to a buyer
Related reports and inquiries
Options for assigning attribute values
Assigning attribute values to an accounting unit
Assigning attribute values to a vendor
Related reports and inquiries
Options for assigning attribute values
Defining an automatic list
Optional procedure for creating an automatic list
Related reports and inquiries
Or Group logic tables
Defining a manual list
Optional procedure for creating a manual list
Related reports and inquiries
Interfacing valid attribute value ranges to Attribute Matrix
Using Lawson Business Intelligence to create data marts
Lawson Business Intelligence
Lawson Procurement (PO) data mart
Purchase Order audits
Purchase Order audits
Master file extracts
Extracting data from item and location master
Extracting data from item master audit
Extracting data from the purchase order and PO line files
Extracting data from vendor agreement master
Extracting data from IC company setup master
Extracting data from IC location setup master
Extracting data from UOM setup master
Extracting data from item transaction file
Extracting data from requestor setup master
Extracting data from vendor master
Extracting data from buyer master
Extracting data from purchase order
Procurement transaction interface
Processes that create transactions
Transaction source codes
Posting to the General Ledger
Transaction accounts
Transaction scenarios
Inventory, No inspection
Inventory with inspection accepted
Inventory with inspection rejected
Non-inventory, special order, no RNI posting
Drop ship non-inventory
Invoice services
Downward adjustment with match write off
Invoice with no receipts
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