Course description

This Sage 300 Purchase Order course will provide you with a complete overview of the Purchase Orders module. You will learn how to set up and establish purchase order defaults, and how to perform routine purchase order entry, receipt entry and entering invoices with additional charges. Through hands-on training, you will master how to enter active, standing and future purchase orders, quickly consolidate items from multiple purchase orders on a single receipt, create one purchase order from multiple requisitions and select the requisition details by vendor number as well as many other tips and tricks!

This course is based on a combination of theory and practical hands-on training.

Theory + Practical Application Scenarios + Hands-On Training = Outstanding Results

What will i learn?

• Setting up Purchase Orders This session will provide the attendee with a quick review understanding of the setup of Purchase Orders and how it relates to performance. Attendee will learn how to change settings to suit their specific accounting requirements, and how to make the most of some optional setup features to ease your data entry load.
• Printing all the Set-up Reports In this session, you will learn about the many reports and report options relating to the setup of Purchase Orders. You will learn how to use the report criteria to access the information needed, and how these reports will help to manage the Purchase Orders module.
• Purchase Order Transactions In this session you will learn how to enter transactions within Purchase Order and track the flow of each document through to its end point. This session will teach you about entering, posting, and reporting requisitions and purchase orders, receipts, invoices, returns, credit notes, and debit notes and for printing receiving slips and returns in your Purchase Orders system
• Creating Purchase Orders automatically In this session you will learn how to create purchase orders automatically from the requisitions you have added in Purchase Orders, create purchase orders automatically from the reorder quantities that are defined for items in Inventory Control you can use the Create POs From O/E screen to create purchase orders automatically from Order Entry sales orders.
• Purchase Order Forms In this session you will learn how to use the report forms that come with Purchase Orders to print requisitions, purchase orders, receiving slips, returns, and mailing labels, or select a customized version.
• Statistics and Inquiries In this session learn how to use Purchase Orders Statistics and Inquiries screens to look up information about vendors and transactions.
• Analytical Reports Learn to print reports on Purchase Orders transactions, statistics, purchase history, and more.
• Periodic Processing In this session you will learn how to use Purchase Orders Periodic Processing screens to create batches, and to clear history and inactive records. If you use Purchase Orders as a stand-alone program, you can also use the Day End Processing screen to run Day End Processing.