Don’t forget to reindex your free Purchase Order Software

The embedded database that comes with the free version of SpendMap is ideal for a free PO System like this because it’s super easy to install (the database actually installs itself when you install SpendMap).

But unlike SQL Server and Oracle databases used in our paid version, there’s nothing running on the server to do any behind-the-scenes database maintenance.

So it’s important to reindex the embedded database once in a while.  For details, please see this section of the Online Help…
– PURCHASING > Utility > Database Maintenance > Reindex all tables

If you would like the system to remind you to run the reindex utility from time to time, just enable the first setting in the [Permissions] tab of the User Master File.

And remember, you can also run the reindex operation automatically (unattended) from a task scheduler.  Here’s the Help section…
– System-Wide Features and Information > System Admin and Maintenance > Unattended Mode

FYI – We just finished a new scripting option to make it faster and easier to configure unattended operations…no more need to preconfigure pop-up options for a user account.  One less thing.

Multiple PO number sequences in your free Purchase Order Software

Lisa works in the construction industry in South Africa and was asking about setting up different sequences of PO numbers for each of her projects…

“We work on a lot of different sites and we need different sequences of (Purchase Order) numbers for each project/job – how do I configure the different sequences?”

Sure thing Lisa, you can set up a different “PO Number Set” for each Project/Job, each with its own incrementing PO number.  Then you can select that Number Set when creating orders for that project.  Here’s the menu option…
– PURCHASING > Setup system > Incrementing document number sets > POs

If you like, you can also assign a default PO Number Set to each user (e.g. if a user works on specific Project), so that it defaults to their PO Number Set automatically for each new order.  You can optionally do that using the field called “PO/Req/RFQ number set”, in the [SETTINGS] Folder of the User Master File.

If you don’t specify a default for a user (e.g. if they work on multiple projects/jobs), they can just select a PO Number Set when creating each new Purchase Order in their PO work Area.

Finally, if you want a user to have access to ONLY one Number Set and no others, you can use the “Force?” check-box, just to the right of the “PO/Req/RFQ number set” field…

PO Number Settings for User

Your network server may be a safer place for your free Purchase Order Software

Craig had the Free Version of SpendMap installed on his laptop (including the database), and the voltage regulator went out, so he couldn’t power up his machine.

Luckily, he was able to make an image of the drive, so we were able to get his system up and running on his new PC.

Since laptop and desktop computers are not as reliable as servers, please consider installing SpendMap on a network server by following the “Network Installation Instructions”, in the Getting Started Documentation that came with your free Software.

You’ll sleep better at night with your database resting peacefully on a nice, safe network drive, even if you don’t need multi-user access to the system.

An ounce of prevention is worth a pound of cure.

Expense Reimbursement Requests in your Free PO System

We’ve had a few requests from the Free-Procurement community for the ability to enter a “Request for Reimbursement” in SpendMap.  This has already been added to the system and is coming in the 2014 release of SpendMap.

Also known as “expense management” and “expense reports”, this includes the ability for staff to request reimbursement for something that they purchased and paid for personally, instead of creating a Requisition or Purchase Order in the procurement system.

expense reimbursementsWhat role do expense reimbursements play in your Purchasing process?

Some would argue that it should be avoided and that expense reimbursement is not ideal from a Spend Management perspective, since the approval process comes after the purchase transaction (in a perfect world, all spending would be approved before the products or services are ordered).  But in some cases it’s just not practical to create a Purchase Order for everything that you buy.  Common examples include things like travel expenses, meals and entertainment, and so on.

In any event, while we always advocate for pre-purchase spend control whenever possible, we understand that expense reimbursements play an important role in some Purchasing environments, and we have already added Expense Reimbursement functionality to SpendMap, allowing users to submit expense reimbursement requests, which can be routed for online approval based on user-definable business rules, just like Purchase Requisitions.  Once approved, SpendMap will send a “check request” to your Accounting System to process payment to the employee, update the status of the cost center’s budgets, and so on, all without the hassle, errors and delays that are inherent with paper-based expense reports.

These new features will be available in the 2014 release of the Free Version of SpendMap.

On a separate but related note, don’t forget that SpendMap also supports Non-PO Invoice approval, for things like rent and utilities, where it’s also not practical to create Purchase Orders in advance, but approval of a supplier’s invoice is still required.  For details, check out this section of the Online Help…
– Invoice Approval > Types of Invoices and Workflow

Entering PO numbers manually in your free Purchase Order Software

Marsha works at a shipyard in Newfoundland, Canada, and was asking if she can enter her PO numbers manually, instead of SpendMap assigning the next Purchase Order number automatically for each new order.

Sure thing Marsha, you can enter your PO numbers manually on each new PO if you prefer.

The Setup Wizard, which runs automatically when you first run the Live Copy of SpendMap, will set up an “auto incrementing” sequence of PO numbers, since most people want that, but you can either;

  1. replace that auto-incrementing number with the option of manually entering your PO numbers, or
  2. you can set up multiple “PO Number Sets”, and one of the Number Sets can give you the next sequential number for each new PO, and you can use a separate PO Number Set that allows you to enter the PO numbers manually for certain orders when you need to.

You can change the settings in here…
– PURCHASING > Setup system > Incrementing document number sets > POs

If you want to enter your PO number manually, just enter “.” (a period, without the quotes) in the Next Number field, then select the check-box to “Allow user to modify number”.

PO number settings

The Free-Procurement Project is on Facebook

Find us on FacebookHey there fellow Spend-Mappers,

We just joined Facebook to help keep the conversation going, and to expand our social media presence beyond Twitter and this Blog.

Please “Like” our Facebook page and join the conversation.

We need to get to 20 Likes before Facebook will give us a proper (short) address/URL for our Page, and if we can get to 100 Likes, we can start running offers.

In addition to updates on the Project, software “tips and tricks” and other content similar to this Blog, we plan to use our new Facebook Fan Page to develop a closer relationship with the Free-Procurement community (that’s you).

Looking forward to connecting with you soon…

Best regards,
-The Free-Procurement Project team

MAPI vs. SMTP e-mail setup in your free PO Software

>>> 07/29/2015 update – The free version of SpendMap now includes a free, built-in e-mail service, which you can use instead of configuring the system to use your own e-mail server or ISP.  This post has details.  The balance of this post, below, still applies if you want to set the system up to use your own e-mail server or ISP.

Since we blogged last month about how to set up the e-mail module in the free version of SpendMap, we realize that the MAPI option might be better than SMTP for many smaller companies (the target market for the Free-Procurement Project).

Our suggestion in last month’s blog post to try the SMTP option first came from our Support Group’s experience with our paying customers, who mostly use the web-based version of SpendMap, and who usually have their own (internal) SMTP servers.  For these customers, SMTP is usually the best option.

But for smaller companies, who are more likely to use a third-party e-mail provider like Gmail, YAHOO mail, MS Live, etc., the SMTP option may not work as some hosted e-mail services don’t allow third-party apps to connect to their outgoing mail servers.

So, if you don’t have your own internal SMTP server, please give the MAPI option a try first, using the two fields at the top of the E-mail Setting Screen.

TIP: Assuming you have MAPI-compliant e-mail software (e.g. Outlook) installed on the PC that you’ll be using for SpendMap, setting the first two fields in E-mail Setting to the MAPI option is all that will be required.  In most cases, you do not need to enter any of the other MAPI-related settings further down the screen.  Any e-mail messages that SpendMap generates will be “handed off” to Outlook and will show in your Out Box until you hit [Send].

All the other instructions in that earlier blog post remain the same (e.g. other setup steps, testing, etc.).

Sorry for the false start, folks.  If you have any trouble, we’re always here to help.

Best regards,
The Free-Procurement Project team
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