Clay's Blog

These are the official blogs about CalemEAM.
Aug
06

New Feature: Purchase Performance KPIs


Purchase performance KPIs are available in the coming release of R2025f (August 2025). They surface top price hikes and overspendings so outliers can be easily spotted. The metrics are calculated for all inventory so one can export the metrics for deep analysis.  1. Price Up Y/Y This KPI shows the increase of average prices (wei...
Continue reading
  48 Hits
48 Hits
Apr
13

Auto-Closing Purchase Orders and Requisitions


Purchase orders (POs) and requisitions (REQs) that are fully received will be auto-closed in the coming release of Calem R2025c based on their ages.  POs of "Received" and "Invoiced" will be auto-closed after 9 months old, while completed POs will be auto-closed in 6 months.REQs of "Approved" status will be auto-closed after 9 m...
Continue reading
  885 Hits
885 Hits
Apr
02

Automating PO Payment with Accounts Payable Notification


When a PO is fully received, an accounts payable team may be notified for payment processing. This feature helps streamline inventory receipts and invoice processing. It is available in the coming release of R2025c. A team or users may be configured for accounts payable staff. Menu: Organization | ACL Profiles | Monitor User Add a team or user for ...
Continue reading
  938 Hits
938 Hits
Jan
28

How to Upload PO Invoices


Invoices for purchase orders can be uploaded from an excel template of PO invoices. PO #, invoice #, invoice dates (invoice date and due date), and costs (item total, tax and freight).The excel template is cm_po_invoice.PO-Invoices.xls.The template is a quick way for invoice entry for the following screen:  Additional Resources How to Cre...
Continue reading
  1179 Hits
1179 Hits
Jan
17

Vendor Email with Multiple Email Addresses


A vendor email field may include more than one email addresses in the coming release of Calem R2025. For instance, the email field of vendor ACME includes two email addresses separated by semi-colon ";".  When the vendor is used for a PO, the email address is copied over. Use "Email" to send the PO to the vendor of the PO. Calem...
Continue reading
  1621 Hits
1621 Hits
Jan
07

When to Use Vendor Memo in POs


Vendor Memo is a new field added in vendors in release R2024g. It will be carried over to a PO when a PO is created and its vendor has a Vendor Memo field populated. Here is a use case for the Vendor Memo field: Populate the field with vendor agreement number.The vendor agreement will be available in POs for this vendor.Customize PO ...
Continue reading
  1057 Hits
1057 Hits
Sep
18

How to Integrate Invoices with ERP Payment


PO invoices are improved in the coming release of Calem R2024f planned for November, 2024. The invoices can be used to integration with ERP payment processing. 1. Invoice Roles Invoice roles need to be configured for an organization before invoices can be processed in Calem and ERP. Menu path: Organization | ACL Profiles | Monitor UserAdd a team or...
Continue reading
  1614 Hits
1614 Hits
Jun
03

Inventory Analysis in R2024b


Inventory Analysis is a new set of reports for items purchased and used. It is available in release R2024b release (June 2024). The reports help answer questions like "How much I have spent on outside services for a period of time?", and "What items have been used for a period of time?".  Menu path: Analysis | Inventory AnalysisThey ...
Continue reading
  2282 Hits
2282 Hits
Feb
04

A New Checkbox for Capital Expenditure in POs


A new checkbox is added in purchase orders (POs) for capital expenditure (CapEx). It will be available in the coming release of R2024 in February 2024.  A user may set the checkbox to indicate a CapEx PO.Alternatively, the checkbox may be set by other fields including cost centers, projects and PO classes.  1. CapEx in Cost Centers A...
Continue reading
  2230 Hits
2230 Hits
Mar
29

Multiple Lines for a Service or Repair Item in a Requisition/PO


Multiple lines of a service or repair item can be added to a requisition or purchase order in Calem release R2023a available in March 2023. For service item, each additional REQ or PO line of the same item needs to have a different cost center.For repair item, each additional REQ or PO line of the same item needs to have a different ...
Continue reading
  2421 Hits
2421 Hits
Mar
07

Dashboard for Purchase Orders and Receipts


 A dashboard of purchase orders (POs) and receipts are available for budgetary purposes in the coming release of R2023a. Menu path: Dashboard | Inventory | PO and ReceiptsMonthly POs and Receipts are visualized in bar charts and list views.Use "Year" menu to set a year for reporting.Multi-site drill-down is supported.Drill-down to POs and rece...
Continue reading
  2696 Hits
2696 Hits
Feb
05

How to Assign Buyers to Vendors


In the coming release of Calem R2023 one can assign buyers to vendors. Calem will auto-fill buyers based on the buyer assignment.  Menu path: Purchase | Open | Vendor BuyerVendor site and Buyer are requirement for an assignment.The Site column is the PO site. It is optional.Set a site for a buyer to be for a PO site.Leave the site empty for a ...
Continue reading
  2123 Hits
2123 Hits
May
04

PO Print without Attachments


A new option has been added in R21a to print PO without attachments: A PO may have attachments such as quotation from vendors.An approved PO can be printed (option 1) into a PDF file and include PDF attachments and images.Each attachment can be edited and set "No Print" checked to exclude it from being printed.A PO not approved canno...
Continue reading
  3985 Hits
3985 Hits
May
04

How to Set up Vendor Defaults for Purchase Orders (POs)


The following default values can be configured in vendors from Calem release R21a (May 2021): Menu Path: Purchase | Open | Vendor ListsVendor Tax can be refined at: Purchase | Open | Tax Code list | Tax Code Form | Vendor TabCustom fields can be added at vendors to provide additional default valuesThe same custom fields may be defined in ...
Continue reading
  4185 Hits
4185 Hits
Dec
29

What is Open Purchase Order Chart


Available in the coming release of Calem R2021 for January 2021, Open PO (purchase order) Status Chart shows the assignment and status for POs that are being processed. POs that are fully received, invoiced, completed, voided or closed are not included in the chart. It is an smart tool for both supervisors and buyers to vis...
Continue reading
  4585 Hits
4585 Hits
Oct
12

How to Select Bins when Receiving All for a PO


A bin selection screen is available in Calem R20e (October 2020 release) when receiving all items for a PO. Calem uses the following process to calculate bins to receive for a PO line: The bins are pre-filled by Calem based on current stock and transaction history.The bins are left blank for PO lines that do not have stock, and there are no history...
Continue reading
  4796 Hits
4796 Hits
Dec
05

How to Control PO Line Tax Calculation


A flag has been added to R2019e to indicate if a PO line is taxible. Use this flag to turn off tax for a PO line so that PO cost will not incur tax charge for this line item. The "No Tax" flag can be edited from PO Item list in PO form. Additional Resources Requisition/Purchase Module TrainingInventory Module TrainingUser Guide and Admin Guide (cus...
Continue reading
  5925 Hits
5925 Hits
Dec
05

How to Edit and Void Approved POs and REQs


Editing of an approved requisition or purchase order is not allowed out of the box. A new configuration is available in release R2019e to enable editing of approved REQs or POs. This is useful if a buyer needs to add comment to an approved PO. The permission to edit approved REQs and POs can be granted per ACL profile.Menu path: Organizat...
Continue reading
  6051 Hits
6051 Hits
Nov
01

How to Get Notification of High Value Items in Purchase Order


A new feature is available to notify approvers and monitors of high value items in purchase order.  It allows purchase management to be aware of high value items being purchased: High value items are defined as items with unit price over $20,000 of system currency.Both the user/team approving a PO and PO monitors notified with emails...
Continue reading
  5674 Hits
5674 Hits
Oct
31

How to Receive All Items in a PO


A new feature is available in R2019d for one to receive all PO lines. This feature is handy for one to receive POs with many items.  Launch the PO receive from Inventory | Transactions | Receive to Storerooms, or from a PO screen. Set "Receive All" checked.Set a storeroom to receive all the items. All storerooms accessible to the login user ca...
Continue reading
  7849 Hits
7849 Hits