Enter the SQLSYSSETTING.EXE (within the ManEx root directory) This action will then prompt the user for a password
The following screen will be displayed, enter the Material/Purchase Setup Module

The following screen will be displayed:

Depress the Edit button. For Approvals Required, click on the desired radial for either One Approval or Two Approvals. Enter Default Overage % if applicable.  Click on desired radial for Approvals based on P.O. Value.  Click on desired radial if Approvals are required for Date or Note Changes.  Enter a Qty of Days beyond which early receipts are rejected if applicable.  If you want to Change AVL Upon receipt this box must be checked.  If you want to Use PO Dock Receiving this box must be checked.  If you want to Auto Apporve PO's when importing from XL this box must be checked.  If you want the system to Auto Assign New Change Order #'s upon Approval this box muxt be checked. If user wants to Allow partial schedule without receiving the reminder popup this box must be checked.  If you want to Print labels upon PO receipts in the BC (Bar Code Receiving module) this box must be checked. 

Depress the Add button to add additional MRO (Materials, Repairs and Other) Receiving GL Numbers, enter in the description, then select the appropriate General Ledger account number and description, by clicking on the down arrow next to the field, as follows:

When finished, the user must depress the Save or Abandon changes button. 

Purchase Order Authorization

On this screen, the user establishes the procurement authority levels for individuals.

 

To add a new user, click on the Add button and select a user from the Name pulldown field. Then enter the dollar amount authorized for either or both (Inventory and/or MRO) Approval and Final OK. If the company chooses only one approval, it must be in the Final column.

Each user may have different authority levels for different kinds of purchases. Additionally, the user may have different amounts authorized, depending on whether they are the first approval or the final approval. For example, a buyer may have authority to do a final approval for $1000, but must also approve P.O.s up to $10,000 before the person with final authority will authorize the P.O.

 

Setup for Auto-PO when generating from MRP action list

 

In order to create an automatic PO within the MRP action list, the system has to figure out unit cost.  Within this screen the user can select multiple methods ordered by their preference, from selecting items on the left and entering them on the right.  The system will try to find the price based on the first method in the selected list (on the right) and if the system cannot find any price information it will proceed with the next method (on the right) until price is found.  If not found system will assign "Manual Entry" and leave it at zero as a default.  The price source can be changed and the price can be overwritten in the screen which creates POs from the MRP action list.

 

 

Where Used:  Approvals are required on all purchase orders in order to place and receive material. General Ledger Account selection for all MRO purchases. 

«Mark as Completed in RoadMap in Section B Item 3-m»