Overview of Purchasing Activities

The Purchasing Activities screen allows the user to define default vendors for all purchasing activities and to define several parameters for the Issue Purchase Order process.

Note

For clients that have been using previous versions of Purchasing, this screen replaces the Default Supplier screen.

To view Purchasing activities:

From the Purchasing menu, selectPurchasing Activities.
- Or, click the Purchasing Activities icon on the Purchasing toolbar, which opens the screen below.
- Other fields appear as well, and these additional fields are described in more detail in the next section.

Fields in the Purchasing Activities Screen

Purchasing Activity Name

Each purchasing activity groups "like" construction activities (specific construction tasks or items of work). The table of purchasing activities is generally imported from Sage Timberline® Office Estimating (See Replicate Estimating Database), and is an exact replica of the bill of materials created in the Sage Timberline® Office Estimating database.

Note

Purchasing activities are also known as material classes.

PO Index

The PO Index sorts and orders the purchasing activities by pay point or by order of construction within the Purchasing Activities screen. See PO Index for more details.

Release Code

Release Code is a required field. The first time the Replicate Estimating process runs, the Release Code field populates with the same values as the PO Index field, based on the settings in Replication Settings.

See Reset Release Code for more information.

Master Purchasing Activity

See Cost Lookup Hierarchy for more information.

Trade

This field is applicable if the Sales Pricing module will be used. See Assign a Trade for more information.

Default JC Code

All transactions for the purchasing activity post to the selected job cost code in Sage Timberline Office Job Cost. See Assign Default JC Code for more information.

Default JC Category

All transactions for the purchasing activity post to the selected job cost category in Sage Timberline® Office Job Cost. See Assign Default JC Category for more information.

Location Sort

If this option is selected, items printed on the purchase order will be sorted and printed based on the value in the location field for each estimate's item. See Select Location Sort for more information.

Option/WBS Code Sort

If this option is selected, items printed on the purchase order sort and print based on the option/extra code or the WBS/extra code. See Select Option/WBS Sort for more information.

Include Selections

This field is applicable if Sales Center Integration will be used. See Include Selections for more information.

Document Types for E-mail

In this field, the user assigns document types that will attach to purchase orders sent via e-mail. See Document Types for E-mail for more information.

Schedule Activity Link

This field is only applicable if the Scheduling module will be used. See Link a Purchasing Activity to a Scheduling Activity for more information.

Notes

The Notes field allows the user to enter information associated with purchasing activities. See the topic on Notes for more information.

Master Area, Broadlands, Crossridge, etc.

These columns contain the name/number of the supplier assigned as the default supplier for this area's purchasing activity. (Each area appears in a separate column with the area name as the column heading.)

To refresh the information in the Purchasing Activities screen:

Click the Refresh Data icon. Fields modified by other users in the Purchasing Activities screen or updated via the Replicate Estimating process are retrieved from the database and reflected on the current workstation.