Clay's Blog

These are the official blogs about CalemEAM.

PO Print without Attachments


A new option has been added in R21a to print PO without attachments: A PO may have attachments such as quotation from vendors. An approved PO can be printed (option 1) into a PDF file and include PDF attachments and images. Each attachment can be edited and set "No Print" checked to exclude it from being printed. A PO not approved ca...
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655 Hits

How to Set up Vendor Defaults for Purchase Orders (POs)


The following default values can be configured in vendors from Calem release R21a (May 2021): Menu Path: Purchase | Open | Vendor Lists Vendor Tax can be refined at: Purchase | Open | Tax Code list | Tax Code Form | Vendor Tab Custom fields can be added at vendors to provide additional default values The same custom fields may be defined ...
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737 Hits

What is Open Purchase Order Chart


Available in the coming release of Calem R2021 for January 2021, Open PO (purchase order) Status Chart shows the assignment and status for POs that are being processed. POs that are fully received, invoiced, completed, voided or closed are not included in the chart. It is an smart tool for both supervisors and buyers to vis...
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855 Hits

How to Select Bins when Receiving All for a PO


A bin selection screen is available in Calem R20e (October 2020 release) when receiving all items for a PO. Calem uses the following process to calculate bins to receive for a PO line: The bins are pre-filled by Calem based on current stock and transaction history. The bins are left blank for PO lines that do not have stock, and there are no histor...
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1757 Hits

How to Control PO Line Tax Calculation


A flag has been added to R2019e to indicate if a PO line is taxible. Use this flag to turn off tax for a PO line so that PO cost will not incur tax charge for this line item. The "No Tax" flag can be edited from PO Item list in PO form. Additional Resources Requisition/Purchase Module Training Inventory Module Training User Guide and Admin Guide (c...
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2605 Hits

How to Enable Editing for Approved POs and REQs


Editing of an approved requisition or purchase order is not allowed out of the box. A new configuration is available in release R2019e to enable editing of approved REQs or POs. This is useful if a buyer needs to add comment to an approved PO. The permission to edit approved REQs and POs can be granted per ACL profile. Menu path: Organiza...
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2421 Hits

How to Get Notification of High Value Items in Purchase Order


A new feature is available to notify approvers and monitors of high value items in purchase order.  It allows purchase management to be aware of high value items being purchased: High value items are defined as items with unit price over $20,000 of system currency. Both the user/team approving a PO and PO monitors notified with email...
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2322 Hits

How to Receive All Items in PO


A new feature is available in R2019d for one to receive all PO lines. This feature is handy for one to receive POs with many items.  Launch the PO receive from Inventory | Transactions | Receive to Storerooms, or from a PO screen. Set "Receive All" checked. Set a storeroom to receive all the items. Click "Save" to start receiving ​You may rece...
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3480 Hits

How to Configure PO Approval Routing in Calem


Approval routing of purchase orders (POs) has been added in the the coming release of R2019c.  When a PO is created the status is set to "New". One may add line items to the PO. Calem will transition POs of "New" status to "Ready" in 30 minutes after last updated. One may also manually move a PO into "Ready" status. When a PO reaches...
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3021 Hits

How to Use Item Revision in Calem


Item revision is introduced in the coming release of R2019c. It is used to track the latest revision of an item. It is defined at global items and copied to site items. It is copied over to the lines of requisition and purchase orders The current revision number of an item is copied to inventory transaction. It is not tracked in inventory...
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2786 Hits

How to Create POs through Data Upload


The feature to upload POs and PO lines is available in Calem Enterprise 2019 available in March 2019. The use case is that often times you have many POs and PO lines from other sources in excel files. This blog discusses the steps to create POs and PO lines through data upload with the templates provided by Calem. Step 1. Data Upload Refe...
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11234 Hits

How to Add New Items to POs


In the coming release of Calem Enterprise 2019 one can add new items directly from PO forms.  This feature make it much easier for buyers to create a new item and add it to a PO.  The first step is to navigate to a PO's item list. Click "+" to add a new item to PO.  Site inventory lookup form i...
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4521 Hits