Purchase Order

Is it possible to modify purchase order and get a item purchase report by catagory? How to post a discount given by supplier on purchase order by percentage and by amount eg: cost for item is $50.00 and it sell for $45.00 and get a discount check for $10.00 later so true cost is $40.00

I order to get discount I need to creat a creat a monthely report of item purchased

Please help if you have solution even a third part software

Reply to
Ray
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Hi Ray, Very first thing regarding the report by category you need to develop it using crystal report as if you go for the customizing the existing one which is in XML format I think it will be hard for you. Sorry the discount thing is not there what you need to do is that enter the item prices when ordering to vendor or when recieving the goods excluding discount.

I know this is kind of lack in application. However don't be disappointed there is solution for this you can use the custom fields avaialble in supplier as discount percentage given by supplier then develop your own report using crystal and then from the discounted prices add the percentage to come up with including discount price print that in PO and then show the discount seprately upon receiving you received with excluding discount price the things here you are handling using crystal report.

There are other way also for this, but the above really easy to implement. Need anyhelp let me know

"Ray" wrote:

Reply to
Akber Alwani

RMS Toolkit 30 Day Trial:

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and install the RMS Toolkit. Select Power Ops and Report/TemplateBundle at a minimum. Purchase Order Valuation

1) Run Manager, Reports, Custom, Purchase Order Valuation Report. Default report will group by dept/category. You can also select Supplier, etc.

You can keep all the reports ($500 value) whether you decide to buy the Toolkit or not.

Discount or Freight Allocation

2) Run Manager, Utilities, Add-ins, Power Ops. Select Purchase Order tab. Highlight the PO you want to apply the discount to. Click the Freight button (to allocate shipping costs). Enter a negative dollar value for the discount. Select pro-rate by dollars or units. Click Allocate.

This will only work if you are applying the discount before you receive the items. If your discount is recorded after-the-fact you are better off tracking this figure in your accounting package not RMS.

You can also apply discounts in RMS Purchase Orders by using the Formula button, but this method does not allow you to pro-rate by dollars or units like Power Ops does.

Greg Digital Retail Solutions

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Reply to
Greg [DRS]

Greg

Is this all included in the Bicycyle Bundle?

Reply to
Dan - Salem Cycle

On Apr 3, 9:21 am, "Greg [DRS]" wrote: > RMS Toolkit 30 Day Trial:

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> Download and install the RMS Toolkit. Select Power Ops and Report/Template > Bundle at a minimum. >

Greg

Is this all included in the Bicycyle Bundle?

Reply to
CptSoft

The Bicycle Bundle is an expanded version of RMS Toolkit with these additional utilities and tools:

- JumpStart: supplier catalog import/update

- DRS Linker: automated trading partner links

- PO Loader: supplier order entry integration

For a list of what's included in RMS Toolkit or the Bicycle Bundle, click the Help shortcut added to your desktop after installation.

Greg Digital Retail Solutions

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Reply to
Greg [DRS]

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