Master PPO

The Business Edge has a feature that allows you to send multiple Processing Purchase Orders to your vendors with one document called the Master PPO. This feature was created in order to help reduce the amount of paperwork and gives you the option to spread your outside service costs over multiple Processing Purchase Orders. There is also an optional Shipper Bill of Lading

If you would like to send all of your Processing Purchase Orders to your vendor with one document use the Master PPO. In order to use the Master PPO, you must first Enter and Send your Processing Purchase Orders as usual. When you are preparing to ship the items to the Vendor you will set up a Shipment in the Enter & Edit Shipment which is located in the menu path below:

The first step is to create the Shipment in Enter & Edit Shipment. The system will assign the next Shipment Number in sequence and will autofill the Shipment Date with Today’s date; this can be changed if needed. The Estimated Delivery Date can be entered and you will choose Vendor for the Shipment type and then select the Vendor.

The next screen will show all Sent PPO’s for the selected Vendor. The PPO Number is shown along with the Product being created, the number of Raw Material Parts being Sent, the number of Expense Lines and the Expense amount. Simply highlight the PPOs that you are sending in this shipment and click Include PPO located on the right hand side under Options as shown below.

After you select the PPOs you are sending in the shipment you have the option to split the cost amongst all of the PPOs with like processes. In order to use this feature you need to have Products setup to represent different types of processes. You would have one Product for Yellow Zinc plating and another Product for Blue Zinc for instance.

Vendor Contract Prices need to be in the system for your Vendor and the Processes. The Vendor Contract Prices would be setup with a per pound amount along with a Minimum Line Charge. If your cost per pound does not meet the minimum the system will use the Minimum Line Charge which is essentially your Lot Charge. Weights need to be in the system for your Products if you would like to use the Split Cost feature.

The screen below shows the result of Splitting the PPO Cost. The minimum line/lot charge has been proportionately spread over the PPO’s with like processes.

The final screen is displayed below, this is where a Master PPO is generated. The Master PPO is a single document that will show each Process / Product and associated cost.

In the Shipment Menu there are a few other options that would apply to Master PPO Shipments.

Shipment Inquiry will enable a User to view all information related to a Shipment including the attached documents.

Open Shipment Report will show all Shipments that are currently open.

Shipment History Report will show all Shipments within a selected date range.

There is an Optional Shipper Bill of Lading that can also be generated from this system.

If you would like to produce the Master PPO or Bill of Lading, please contact Client Support to have document formats added to your system.