Version 5.0 Release – Purchase Order Module Enhancements


Version 5.0 includes several enhancements to the Purchase Order Module, including a new approval process and additional configuration options for the Purchase Order Report.

Purchase Order Approvals

A new approval process is available that allows you to define required approval levels based on the total amount of the purchase order. You can define up to five different approval levels for each Repair Center. As an example, you could specify that all purchase orders above $100 require Level 1 Approval, all purchase orders over $500 require Level 2 Approval, and all purchase orders over $1000 require Level 3 Approval.

 

With these settings, a purchase order for $1500 would need three levels of approval.  To provide maximum flexibility, approvals can be made in any order. That is, if desired, a Level 2 Approver can process an approval before a Level 1 Approval has been completed. A new “Approval Status” section provides a clear indication of which levels have been approved, and which still need approval.

 

The previous approval process, which bases approval requirements on the “permissions” of the individual creating the purchase order, rather than the amount of the purchase order, continues to be available.

Purchase Order Report Configuration

Extensive new preferences are now available to configure the Purchase Order Report to better reflect the needs of your organization. Some preferences allow you to include additional fields for display, while others allow you to hide data that was previously shown by default.

 For example, new line item columns including “Account,” Sub-Account,” and “Stockroom/Bin” may be displayed, while the existing “Discount” column may now be hidden.  

Next Week….

Stay tuned next week for a preview of additional features included in Version 5.0, such as, the ability to process manually generated PMs and Projections in the background, and a new password protection feature to avoid accidental record deletions!

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  1. Tweets that mention Version 5.0 Release – Purchase Order Module Enhancements | The Maintenance Connection Blog -- Topsy.com - February 11, 2011

    […] This post was mentioned on Twitter by MC Australia, MaintConnect. MaintConnect said: Version 5.0 Release – Purchase Order Module Enhancements – Version 5.0 includes several enhancements to the Purchase… http://ow.ly/1bhkKs […]

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