Purchase Ordering in its fullest form consists of order entry (materials, equipment and subcontract), delivery ticket (delivery note) processing and equipment allocation, tracking subcontract agreements, and matching of invoices to delivery tickets.
For smaller sites and short projects, the overheads in terms of time, cost and organization may not justify the processing of delivery tickets or detailed equipment sheet allocations. If this is the case, set the Accrual method field on the job record (in the Job Status Ledger) to O. Delivery tickets will then not be required and accruals will be based on the due dates of orders.
There are two ways to use Purchase Ordering:
Linked directly to the ledgers (accounts payableand Subcontractors Ledger).
Linked to the ledgers through the Company Information Workbench (this is the recommended approach to get full benefit from the Purchase Ordering functionality).
To use the Company Information Workbench, set the parameter USECIS in each of the ledgers to Y. Use the function parameters for individual procedures to determine whether the procedure links to the Company Information Workbench or the ledgers.