2. PO/Sub Entry, Flow & Reporting Christine Borato

3. What We’ll Cover Purpose of entering purchase orders & subcontracts Entry of Basic and Detailed PO/Subs Change order entry Special circumstances Using the PO/Sub Genie Committed cost reporting

4. Purpose of Using PO/Subs Committed cost tracking on jobs Ability to track contract amounts with subcontracts Track quantities ordered vs. quantities received if using inventory Simplifies A/P invoice entry

5. Entering of PO/Subs Determining a numbering sequence Basic vs. Detailed What fields are required? Tracking quantities through inventory 1

6. PO/Sub Entry

7. Basic PO/Sub

8. Detail PO/Sub - Without Inventory

10. Detail PO/Sub - With Inventory

11. Detail PO/Sub - With Inventory; “Items” tab

12. Invoicing Against Open PO/Subs Timing of invoice entry Full Invoice vs. Partial Invoices 2

13. Invoicing PO/Sub

14. Invoice Amount Exceeds PO/Sub

15. Control File Options – “General” Tab

16. Control File Options – “Invoicing” Tab

17. Control File Options – “P/S 1” and “Custom” Tabs

18. Invoicing PO/Sub - With Inventory

19. Invoicing PO/Sub - With Inventory; “Inventory” Tab

20. Change Orders Difference between modifying purchase order vs. entering change orders How to handle invoicing against change orders 3

21. Change Order to PO/Sub

22. PO/Sub Genie Understanding the Genie Basic design tips Entering and printing PO/Subs using custom formats 4

23. PO/Sub Genie

24. PO/Sub Reporting PO/Sub Reports Job Costing Reporting 5

25. PO/Sub Reports

26. PO/Sub Status

27. PO/Sub Detail – Drilldown from Sub Status

28. Job Costing Reports

29. Job History Detail Report

30. J/C Activity Reports - Canned

31. J/C Activity – Custom Reports

32. Executive Dashboard Reports

33. Executive Dashboard Report Detail

34. Thank You!