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Requisitions
The Requisitions module can be used to generate purchase orders based on information acquired from approved requisitions. All information, including text codes, free-form item description, and reason for requisition, will be transferred from the requisition to the purchase order. Only requisitions that have been approved can be generated into purchase orders. The purchase order will then be picked up in the Purchase Order module and processed from there. The purchase order will follow the approval and processing rules set up in the Purchase Order module.
Subcontract Management
The Purchase Order and Subcontract Management modules are both used for purchasing commitments, but key differences exist between purchase orders and subcontracts. Subcontracts can only be written for a single job, or family of jobs (i.e. sub-jobs), whereas purchase orders can be used to purchase items and allocate costs to multiple jobs. Subcontracts are often used for legal purposes, when a more extensive agreement needs to be signed; whereas purchase orders are used for lower risk purchases. Purchase orders can indicate that materials are to be received on a job site, or into a warehouse and stored within the Inventory module. In addition, purchase orders can be used in cases when it is necessary to verify the receipt of materials before payment.
CMiC Field
Purchase orders can be created in CMiC Field for bid items after bid packages are approved.
Accounts Payable
Purchase Order and Accounts Payable modules work hand in hand. Once purchase order materials are received and posted, the purchase order information will be forwarded to the vendor’s Purchase Order screen for payment selection. The distributions, terms, taxes and compliance information will be forwarded as entered on the purchase order to Accounts Payable.
Equipment Costing
Purchase orders can be distributed directly to an ‘E’ line and associated with specific equipment, transaction codes and categories. POs can be created by launching the PO Entry screen from the General tab of the Equipment Maintenance screen (standard Treeview path: Equipment Costing > Setup > Enter Equipment).
General Ledger
Purchase orders can be distributed directly to a 'G' line and associated with a specific department and account.
Inventory
Inventory and Purchase Order modules directly impact each other. Purchase orders are issued for Inventory items and distributed to an ‘I’ line. All distributions can be flagged as ‘Inv. Rec’. That requires that the item be received into Inventory before being distributed to a job, as an example. The Purchase Order module will directly affect the on-hand quantities of an Inventory item.
Job Costing
When issuing a purchase order with a ‘J’ distribution, a line item can be distributed to a job, cost code, and category. When the purchase order is processed, a committed cost is recorded against the job. When the purchase order is received, the committed cost then becomes an actual cost.
Preventive Maintenance
Purchase orders can be distributed directly to a ‘W’ line and work order. Purchase orders can be distributed directly to ‘G’, ‘J’ and ‘E’ type of work orders. POs can be created by launching the PO Entry screen from the Equipment Maintenance screen (standard Treeview path: Preventive Maintenance > Setup > Enter Equipment) and the Create and Edit Work Orders screen (standard Treeview path: Preventive Maintenance > Work Orders > Enter/Edit Work Orders).