Every day developers are working diligently to enhance your Business Edge experience and improve your company’s efficiency. A prime example of this can be seen with our re-working of Receive PO’S and Post Accrued into a streamlined version called Quick Receive PO and Post Accrued. This hidden gem can be turned on within your Entity and System flags. The menu path and flag itself can be seen below.
Utilities System
Administrator System
System Set Up
Miscellaneous Setup
Enter & Edit Entity Flags
Purchase Orders Flags
Once the flag is turned on the option to Use Quick Receive PO’s and Post Accrued will appear in your Actions located on the Tool Bar as shown on the next page.
What makes Quick Receive quick you may ask? It won’t take long to see as the expedited process shows its promise from the very first screen. You no longer are prompted for a Vendor, but simply asked for the Purchase Order Number you are about to receive. The Business Edge will automatically select the vendor as seen below.
After going through the standard receiving procedure you will find yourself at a screen displaying all the purchase orders you have received up to this point and here we have our latest addition to the Quick Receive process. You have Options on the right-hand side to display either “Open Docs by Date” or “Open Docs by Line”.
Both options display the same type of information with a subtle difference that can be seen on the next screens *Key note here that both “Open Docs” can be output to Excel if the Users permissions allow
The next screen displays Open Docs by Line. The Business Edge is showing us what we are supposed to do with the incoming inventory. In this example, we see what quantities of the incoming inventory are needed for Orders, PPO’s and Transfers as well as the quantities to put away into stock. It is sorted by Line and then Date Needed. All activity for a single receipt line is grouped together.
On the next screen we will see how the same information is displayed using the second option Open Docs by Date.
Here we see the subtle difference as all the requirements of the incoming Inventory are sorted by Date Needed, the same Product could show up on the top and bottom of this inquiry based on the Date it is needed. This will also help group multiple Products going to one Order from multiple PO’s.
Once all your PO’s have been received, the standard In-Process Register is offered, followed by the Update screen and you are done. This streamlined Receiving process may be a good fit for your company, give it a try.