1. Managing the Purchasing Function Session #4161.

2. We will go thru the purchasing module and give best business practices for a smooth purchasing process.

3. Agenda About the Moderators Housekeeping Interactive Discussion
Let’s Wrap up

4. Meet Your Moderators Moderators
Michael O’Neill
Controller
Eastex Telephone Cooperative, Inc
Henderson, TX
Laurie Goldfeder
Assistant Controller
Apache Industrial Services
Houston, TX

5. Housekeeping We will start with some purchasing tips and walk throughs
We will open it up to hopefully answer questions / issues you may have
Feel free to challenge us, hopefully we will know the answer
The goal is to show you that purchasing should be simple and easy
Session is interactive for a purpose
Format will be: question / action /experience
Wait for a microphone
We have a set amount of time, be thorough but concise
We reserve the right to:
Change topics
Take a discussion offline
When speaking, start with your name and company first

6. Inventory Goal Can someone come in off the street, look up an inventory item, walk to the warehouse, find the item and the correct count without an assistance from office staff? If not, what is preventing them from doing this? Purchasing is a key component to making sure this goal is achieved. If your company can achieve this, then all is right with inventory, it doesn’t matter the industry, sales, etc.

7. Inventory / Purchasing Setup

8. Key Inventory and Purchasing Setups

9. Key thoughts:
PPV can be set at the purchasing setup (if not using inventory module), inventory setup, or at the inventory item level
Use alternate ID’s whenever possible
Make sure unit of measures are done correctly
Auto number everything and don’t allow multiple PO’s on 1 receipt to make life easy
Usually last cost works best for purchasing unless your standard cost is your actual cost
Use warnings to prevent mistakes in keying receipts

10. Purchase Orders

11. PO walk thru / “clean up” the screen

12. “Cleaned Up” PO screen

13. Receiving

15. PO Receipts Inquiry

17. Reports

19. Are you using the IN “Bible” to find / research inventory?

21. 6. Issues from the audience?
What issues are you experiencing that we can discuss?

22. Let’s Wrap Up

23. Other Resources
Dynamics SL Communities
MSDSLUG Conference Attendees

24. THANKS! Any questions now? If not, you can always contact us later:
Laurie Goldfeder Michael O’Neill
Assistant Controller, Apache Controller, Eastex

25. Ensuring your CPE Credits
To get CPE Credits for this session, attendees must:
Complete a session evaluation
Be sure that your registration setting requests CPE credit
Go to DSLUG website at
Click My Conference 2016, then View your registration details
Go to the Details tab and ensure the Would you like to earn CPE… option is Yes

26. Next Steps Download session materials from the conference website
Please fill out…
A session evaluation online
A session big idea card
Why fill them out?
To make our conferences better
To Win Prizes!!
Drawings held:
Friday, Sept 30
Friday, Oct 7

27. Let’s Keep the Conversation Going
Let’s Keep the Conversation Going! Special Networking Opportunities at Fall Conference
Networking lunches: connect with SL peers in your profession
Don’t miss Thursday’s Special Event aboard the USS Midway
Meet Your Neighbors at the Friday Night Hangout
Connect with local Dynamics SL Users who live near you
Learn about DSLUG Chapters, which bring year-round learning and networking to your area
Enjoy refreshments and the chance to win prizes!
Visit Basecamp
Learn about the new DSLUG website and benefits
Get help creating your profile and navigating the new site
Network with fellow attendees, and much more!