Sun5.4/Sun6 Purchase Management End Users

 

Duration: ½ Day - scheduled on demand

 

Prerequisite: No prior knowledge is assumed. An understanding of purchasing procedures is desirable.

 

Who should attend: Any users who are responsible for raising purchase orders, receipt notes and invoices for an organisation.

 

What you will learn: At the completion of this training session participants will be competent in the following:

  • Navigate around SunSystems
  • Understand the purchasing process flow
  • Create and maintain suppliers
  • Create and maintain item codes
  • Raise a Purchase Order
  • Generate Receipt Notes
  • Generate an Match Invoices
  • Run standard reports and perform inquiries

 

Course Content - Purchase Management - End Users for SunSystems v5.4 & v6

 

Introduction & Overview

  • Working with the SunSystems user interface
  • Overview of SunSystems Order Fulfilment
  • The Purchase Order Processing Cycle
  • The Purchasing cycle stages


Maintaining Items & Suppliers

  • Creating new suppliers in SunSystems
  • Creating new items for use in Purchase Management


Processing Purchase Orders

  • Raising general purchase orders
  • Raising an asset purchase order
  • Purchase order confirmation
  • Raising a receipt note
  • Receipt note transfers
  • Purchase invoice entry
  • Generating invoices from purchaser orders
  • Matching an invoice to order
  • Un-matching an invoice
  • Adding lines to an invoice
  • Amending invoices
  • Entering an invoice for multiple orders
  • Generating multiple invoices for a single order
  • Entering an credit note
  • Purchase invoice matching
  • Using Recover failed postings


 Reports & Inquiries

  • The Purchase Order Listing Report
  • The Purchase Invoice Listing Report
  • The Purchase Invoice Register Report
  • Performing a Purchase Inquiry
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