Prophet 21 how-to guides

Step-by-step P21 Order Entry: customer, PO number, required date, item and quantity, and the mistakes that cost distributors money.

What to do in P21 Order Entry when the customer is on credit hold and wants it shipped today: save it on hold for Credit, never force it through.

How P21 applies a customer’s contract price in Order Entry, and why typing over it to match what the customer remembers costs margin.

Enter a P21 quote in Order Entry so it holds the price without allocating stock, and how it converts to an order when the customer accepts.

P21 Purchase Order Entry step by step: receiving location, supplier, items and quantities, and the vendor’s confirmation.

Use P21 PO Requirements/Generation to reorder items below minimum back up to maximum, and leave alone the ones that don’t need it.

Move received stock out of the RECV bin into its home bin with P21 Bin Inventory Movement, so pickers find what the system says is there.

Post a P21 cycle count: correct what was miscounted as a cycle count adjustment, and leave the items that were right alone.

Apply a customer payment to the right invoice in P21 Cash Receipts By Customer ID, with the check number and deposit recorded.

When a customer pays early enough to earn their terms discount, record it in P21 Cash Receipts so the invoice closes in full.

Use P21 Convert PO To Voucher to match a vendor invoice to the PO and the receipt before it is paid.

Pick the vouchers due, from the right bank account, and print the week’s vendor checks in P21 Scheduled Checks.

Accrue a bill that hasn’t arrived yet in the right period with P21 Journal Entry, and set it to reverse next month.