Purchasing

The Purchasing Area is used to create records related to the purchase of material and services, the receipt of these items, and any actions required as a result of returning any of them.

Purchase Orders

Purchase orders can be created from a variety of sources depending on the situation:

  • Material Requirements - Used to order material directly to a job based on the amount needed for production
  • Service Requirements - Used to order services that need to be performed on manufactured parts during production
  • Reorder Levels - Used to replenish inventory levels when designated parts reach their "low level" threshold

Even without using these sources, parts can still be ordered and purchased directly to jobs and / or inventory as needed. In addition, purchased items may be defined within JobBOSS2 or they can be entered as freeform parts in situations where they will not be carried in inventory or perhaps they will never need to be purchased again.

For more information see Purchase Orders.

Receiving

Receivers are used to track the delivery of material and serviced items from external sources. Depending on the situation, receivers can be used as the source for AP invoices and vendor returns.

For more information see Receiving.

Request For Quotation

A request for quotation, or RFQ, is used to get updated cost information from vendors for parts or services in advance of the creation of a purchase order. RFQs can be used to update part costs for inventory items and manufactured parts (when outside service costs are quoted.)

For more information see Request For Quotation.

Vendor Cost Analysis

The Vendor Cost Analysis Utility can be used to compare the information on multiple RFQs for the same part / service as a way to determine the best option. The utility can also be used to apply the information from the selected RFQ directly to the original source (e.g. Inventory Item, Job, Estimate, etc.)

Vendor Returns

Vendor returns are used to track the various details associated with items that are returned to a vendor for some reason.

If the Quality Application has been purchased, vendor returns can be used to create non-conformance and corrective action records as well.

For more information see Vendor Returns.

For information about obtaining the Quality Application, please contact sales at 1-800-525-2143.