This month we stressed the importance of selecting the correct vendor number when issuing a purchase order. The majority of the meeting was focused on Job Summary Reports. Each facet of this report was reviewed and questions were answered as to which menu options affect the various parts of this report. We reviewed Budget Set Up and PMFT. We identified several topics for future P2P’s, including: Posting Inventory to Work Orders, Work Order Billing, Electronic Billing for Work Orders, Email / Task / Calendar integration.
