Purchase Order - Scalable CMMS, EAM, Maintenance Management Solution

Mar

07

Dashboard for Purchase Orders and Receipts

Clay Li

Feature

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...

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Purchase Order

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Feb

05

How to Assign Buyers to Vendors

Clay Li

Feature

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 ...

301 Hits

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Purchase Order

301 Hits

May

04

PO Print without Attachments

Clay Li

Feature

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...

2111 Hits

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Purchase Order

2111 Hits

May

04

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

Clay Li

Feature

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 ...

2322 Hits

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Purchase Order

2322 Hits

Dec

29

What is Open Purchase Order Chart

Clay Li

Feature

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...

2232 Hits

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Purchase Order

2232 Hits

Oct

12

How to Select Bins when Receiving All for a PO

Clay Li

Feature

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...

3014 Hits

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Purchase Order Inventory Transactions

3014 Hits

Dec

05

How to Control PO Line Tax Calculation

Clay Li

Feature

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...

3952 Hits

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Purchase Order

3952 Hits

Dec

05

How to Enable Editing for Approved POs and REQs

Clay Li

Feature

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...

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Requisition Purchase Order Access Control

3825 Hits

Nov

02

How to Get Notification of High Value Items in Purchase Order

Clay Li

Feature

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...

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Purchase Order High Valued Items

3758 Hits

Oct

31

How to Receive All Items in PO

Clay Li

Feature

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.Click "Save" to start receiving You may receiv...

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Purchase Order Receive Inventory

5241 Hits

Aug

23

How to Configure PO Approval Routing in Calem

Clay Li

Feature

Approval routing of purchase orders (POs) has been added in the the coming release of R2019c. When a PO is created the status is set to "New". One may add line items to the PO.Calem will transition POs of "New" status to "Ready" in 30 minutes after last updated. One may also manually move a PO into "Ready" status.When a PO reaches t...

4374 Hits

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Purchase Order Approval Routing

4374 Hits

Aug

09

How to Use Item Revision in Calem

Clay Li

Feature

Item revision is introduced in the coming release of R2019c. It is used to track the latest revision of an item. It is defined at global items and copied to site items. It is copied over to the lines of requisition and purchase ordersThe current revision number of an item is copied to inventory transaction. It is not tracked in inventory ...

4159 Hits

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Item Revision Inventory Requisition Purchase Order

4159 Hits

Mar

12

How to Create POs through Data Upload

Clay Li

Feature

The feature to upload POs and PO lines is available in Calem Enterprise 2019 available in March 2019. The use case is that often times you have many POs and PO lines from other sources in excel files. This blog discusses the steps to create POs and PO lines through data upload with the templates provided by Calem. Step 1. Data Upload Refe...

12755 Hits

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Purchase Order PO Line PO Item Upload

12755 Hits

Feb

21

How to Add New Items to POs

Clay Li

Feature

In the coming release of Calem Enterprise 2019 one can add new items directly from PO forms. This feature make it much easier for buyers to create a new item and add it to a PO. The first step is to navigate to a PO's item list. Click "+" to add a new item to PO. Site inventory lookup form i...

6098 Hits

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Purchase Order Inventory

6098 Hits

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