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Sage Timberline Accounting Purchasing gives you the tools to stay on top of material acquisition while keeping an eye on the bottom line. Developed for Sage Timberline by ACCSoft software, Purchasing handles everything from generating purchase orders, to tracking PO change orders, to issuing receipts, invoices and more.

Through tight integration with Sage Timberline Accounting Inventory, Purchasing gives you the ability to consolidate purchasing and replenishment of inventory items through one information source. And interfaces to Job Cost, Equipment Cost and Accounts Payable allow you to efficiently capture all your material details within Sage Timberline Accounting.
Draw from a complete item database to quickly generate PO's for jobs, equipment and inventory. Then print customised purchasing documents that include all the detail suppliers need, as well as style elements - like your company logo - that enhances your professional image.
Purchasing also helps you keep track of what has been delivered and what is still outstanding with complete item receiving capabilities. And you can automatically generate vendor invoices based on receipts to maximise workflow efficiency. Following is a detailed list of the features Purchasing offers to help you keep tight control over material acquisitions.

Item tracking

• Track items in a shared database with Sage Timberline Accounting Inventory to consolidate purchasing and replenishment of inventory.
• Record and track item class, quantity on hand, most recent cost, date last received and more.
• Set up automatic quantity conversion (for example, automatically convert pallets to boxes, boxes to units etc).
• Track all suppliers for each item including the most recent price offered by each.
• Track contract pricing information for each item (for example, supplier, contract price, start and end dates, and quote number).
• Automatically update item record with the last supplier used during PO entry.
• Record a reorder point for each item and use reorder reporting to monitor status.

Purchase order processing

• Draw information from the item database to quickly generate PO's for jobs, equipment and inventory.
• Copy existing PO's to generate new ones.
• Automatically prefill the PO entry window with item pricing information or most recent vendor and price (override the prefill if necessary).
• Customise the PO entry window to add and remove columns (for example, jobs, equipment, inventory items, GL accounts, retainage and more).
• Adjust row height and column width as needed (for example, expand row height to view all the text for a long PO description).
• View current item statistics with a status bar at the bottom of the PO entry window (for example, see budget by cost code, quantity on order, quantity on hand, and a running total of the order amount and taxes).
• Enter PO change orders and track them separately in Job Cost.
• Track Po amounts against budgeted amounts and set security to control operator's ability to enter PO's that exceed budget.
• Record retainage.
• Edit uncommitted PO's and void as needed.
• Choose different PO document formats prior to printing.
• Preview the purchasing document onscreen before printing. Push a button to send PO's and PO change orders to Sage Timberline Accounting Job Cost for tracking project commitments.

Receiving

• Enter receipts to multiple PO's in the same entry session.
• Click a Receive All" button to automatically receive all displayed items, or receive items manually using an interactive checklist.
• Enter partial receipts.
• Record delivery conditions using a customisable list (for example, damaged, returned, good order).
• Segregate receiving and invoicing functions or combine them into a single step to streamline operations.
• Record add-on charges, such as freight, while receiving.

Invoice Entry

• Generate invoices automatically using receipt information.
• Optionally override receipts to edit invoices as needed.
• Record add-on's to the invoice and optionally prorate costs over multiple jobs (for example, record a freight charge that wasn't included in the original PO).
• Enter invoices for items that don't have associated PO's (for example, enter an invoice for an item that was ordered over the phone).
• Enter partial invoices based on partial receipts.
• Push a button to post invoices to Sage Timberline Accounting Accounts Payable.

Inquiry

• View stored information onscreen through an interactive purchasing inquiry.
• Use Previous and Next buttons to quickly scan through PO's receipts and invoices.
• Drill down from summary information to supporting detail (for example, drill down on a PO to see if items have been received).
• Apply filters to display exactly the information you want to see (for example, display all receipts for a particular day).
• Search for specific information using exact match or partial match criteria.

Reporting

• Choose from several pre-designed Inventory reports to calculate and print information at any time (for example, PO Approval Status, Expected Shipments, Daily Receiving, Overdue Items).
• Use Crystal Reports to modify the look and content of existing reports of create entirely new reports (Crystal Reports must be purchased separately).
• Include data fields from throughout Sage Timberline Accounting in customised reports using Crystal Reports.
• Add customised reports to the reports menu.

Additional Features

• Define security by employee or group for PO approval limit, PO change order limit, receipt add-on approval limit, and estimate override limit.
• Enter electronic notes to document additional information in PO's, receipts and invoices.
• Change field descriptions to match your companies standard terminology.

Purchasing is one of many applications offered by the Sage Timberline Accounting Suite, Sage Timberline's fully integrated accounting software system for construction and property management firms. Designed for the 32-bit Multitasking environments of Microsoft Windows XP, Sage Timberline Accounting gives you the tools to make better decisions, increase productivity and, ultimately, build profits.

For further information, brochures or demonstrations of the Sage Timberline Accounting line of products, feel free to contact us.
Details can be found on the contact page.