The EX Edition has all the basic program features, plus:

These features are not available in the SE Edition of the program.

Purchase Orders

Create one at a time, as needed, or auto-generate POs for a whole group of items, across multiple vendors all at once.
When it's time to order parts, P&V can make the task quicker and easier.  All the part and vendor information is already there, and, when receiving items, stock quantities are automatically adjusted.

PO-Related Features

  • Suggest Next PO Number based on user setting and existing data.
  • Enter price breaks right on the PO to update Source records in the main database.
  • Receiving items against Purchase Orders makes the units of measure conversion and adds them to stock.
  • First line option is by in-house P/N, vendor P/N or Mfr P/N. Editable description field is not copied back to the Item Master.
  • Copy PO to the same or another vendor.
  • Convert an RFQ to a PO (EX and ECO Editions).
  • Selectable shipping address(es) can differ from administrative (billing) address. Enter as many as you need; choose from popup list.
  • Dual tax fields for locales that require it (such as Canada).
Totals By Job#
Engineering Job# for each line item allows retrieval of expenditures by Job# for a range of dates and by PO status.
The printed report groups totals by job.   Option setting to include taxes or not.
Special filter dialog for selecting PO's by Job Number and/or dates.

Autogenerate RFQs

RFQs can be created in all editions of the program.  The EX and ECO editions can autogenerate RFQs from the items in your assembly tree, to all vendors linked to those items.


Most purchased components are used as-is in their final assemblies. This includes fasteners, electrical and electronic components and pre-built assemblies such as motors, power supplies, etc.  Even custom components from outside fabricators are often received complete and ready-to-use in their final assemblies.
Many other items get to their final ready-to-use state by going through some additional processing.
Typical scenarios are:
  • A standard item has custom modifications made to it before being used in an assembly.
  • A custom-made item has several finished variations. It is taken to a state of partial completion and put into stock. When a determination is made of its final configuration, it is pulled from stock and finished to version A, B or C, depending on what is required.
  • An item is a specific cut length from a reel, roll or strip of material.
The Made-From feature links items in the database when one item is made from another item.  Then, when determining the quantity requirement for purchasing, P&V can take existing stock of the finished items into account and then calculate the quantity of the raw material needed.

Compare Parts Lists

The Compare P/L tool is especially useful when you have one assembly that is similar to another, and you want to see what the differences (or commonalities) are.
The Compare Parts List dialog allows you to see similiarities and differences between two lists.

Minimum Stock Qty / Order to Maintain Minimum

Used to maintain a safety stock of any item.  Each item in the database has its own setting for Minimum Stock Qty. 
When compiling purchase requirements, the program can adjust quantities to maintain the minimum stock of those items.

Report Layout Editor
(Customize your company's printed reports.)

  • Users can now modify the layout and appearance of any printed report.
  • Modifications include adding logos, images or graphics, changing fonts, colors and borders, adding labels or fixed blocks of text, changing existing label captions, hiding controls from the default layout and changing the position of controls and text on the printed page.
  • A modified report layout can be shared with other P&V users in your organization.  Save a modified report layout to an rpx file, or save it to the main database where it will automatically be used by all who access that data file.

The Report Layout editor allows the user to repaint the report form and add company logos to reports.

This illustration shows placing a company logo on the Purchase Order report.

Sample Report Layout editor window and printed sample of a company logo added to a PO.

Modifications do not include changing the scope of data that can be displayed on a particular report. The underlying query and sources of data are not subject to end-user modification.
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