Deep Dive into the Purchase Order Page   

The training video emphasizes the Purchase Order page's role as a central hub in Cube for efficient procurement management. Accessible through the "Inventory" menu, it provides a clear list of pending purchase orders, organized by sections. The page displays order statuses, unique PO numbers, vendor details, creation dates, and financial insights. It also features alarms for alerts and facilitates detailed order editing. This streamlined layout enhances procurement data management within the Cube system..

The life of a PO: Purchase Order Workflow
   

The training video outlines an efficient procurement workflow using CUBE. It covers need identification, purchase requisition creation, review and approval, purchase order generation, vendor communication through various options including electronic transmission, goods receipt and reconciliation, and seamless integration with QuickBooks for financial management. This systematic process streamlines procurement while utilizing CUBE's features for a comprehensive and efficient approach..

How to Create a New Purchase Order
   

The training video explains how to generate Purchase Orders (POs) in CUBE using the purchase order sub-module and the CUBE Edge Interface. In the CUBE Edge Interface, access the Purchase Order sub-module, click "New PO" to input vendor details, then add items by clicking "New Item." Choose the project field for accurate accounting. After saving, update the PO status to "Issued" and click "Save and Close." This process ensures successful creation of new POs in CUBE.

How to Create a Purchase Order from a Material Request    

The training video demonstrates an efficient approach to create Purchase Orders (POs) by transferring information from the Material Request Module in CUBE. It covers vendor selection, linking parts with vendors, and the process of transferring items to a PO. The benefits of PO consolidation are highlighted, and both methods—adding to an existing PO or creating a new one—are illustrated. By following these steps, users can easily transfer parts from a material request to a purchase order, streamlining procurement procedures.

How to Create a New Purchase Order for Inventory
   

The training video explains how to generate Purchase Orders (POs) in CUBE using the purchase order sub-module and the CUBE Edge Interface specifically for inventory. In the CUBE Edge Interface, access the Purchase Order sub-module, click "New PO" to input vendor details, then add items by clicking "New Item." Choose the project field for accurate accounting. After saving, update the PO status to "Issued" and click "Save and Close." This process ensures successful creation of new POs in CUBE.

How to Transfer a Purchase Order to Alps Electronically.
   

In the training, the Alps Synchronization feature is emphasized for optimal efficiency. By clicking "Send to Vendor," you can seamlessly transmit the Purchase Order (PO) to the Alps ecommerce system in electronic format. Upon checking the Alps ecommerce platform, you'll find the order already entered and ready for further processing. This feature streamlines PO transmission and enhances integration with the Alps system.

How to receive part on a purchase order.
 

The training video highlights the significance of receiving and documenting materials for a streamlined procurement process. After physical receipt of materials, acknowledging the receipt initiates Accounts Payable. In the reconciliation module, steps involve selecting items, clicking "Receive Items," inputting details, and clicking "Save." Options include appending details to invoices, receiving partial shipments, or creating new receipts and invoices. Scenarios illustrate receiving full, partial, and remaining order quantities, updating item status. These steps ensure accurate documentation of purchase order receipts.

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