Overview

For each purchasing requirement, vendor and terms of purchase are assigned here.

To be more precise, each line containing a purchasing requirement is analyzed and filled in with relevant information about the vendor and terms of purchase. The information comes from supply scheme settings and also contains data on past planning and actual purchase performance. 

Each line with a purchasing requirement can require more than one vendor or more than one sales term.

Missing information is identified, and master data is maintained.

Once the process is complete, purchasing requirements are filled in with vendors and terms of purchase.

Assign vendors and terms of purchase for purchasing requirements flowchart

Paths

How to find and review budget tasks

1. Go to Budgeting and planning and click My budget tasks under Budget process.

2. Find a Budget task related to the budgeting process step and open it.

3. In the Budget task document, click the Additional information tab.

4. In the Due date field, review the time requirements.

5. In the Instructions field, review the task details and make sure you understand them.

6. In the Start field, review the start date and time.

7. Review the Main task and Process stage - base document fields.

8. Click the hyperlink in the middle of the form and review the input settings.

9. Click the Task action tab.

10. Click Enter plan to drill down to the entry form to fill in or the reference document.

How to review the current procurement policy

Procurement strategies

Paths

1. Go to Warehouse and delivery, click Settings and catalogs, click Supply schemes under Demand fulfillment, open the required supply scheme, and click the Used for goods hyperlink to generate the Goods included in supply scheme report.

2. Set the filters for the Procurement strategies that have the Purchase supply source type. Generate the report.

3. Find the Item in the lines, find the corresponding Warehouse in the columns, and drill down to the Procurement strategy assigned for the combination.

4. In the Procurement strategy document, identify the Vendor set as a supply source.

Purchase history

Paths

1. Go to Budgeting and planning, click Budgeting and planning reports, open the Purchase plan fulfillment by business units report under Sales and operations plans, click More actions → Report options, and select the Purchase plan fulfillment by vendors report.

2. Go to Settings, choose a Scenario related to the supply master plan, specify the last planning period, and click Generate.

3. Review the previous planning information in the Plan column and actual purchases in the Actual column.

Paths

How to assign vendors and terms of purchase for purchasing requirements

1. Go to Budgeting and planning and then click Purchase plans under Sales and operations plans.

2. Select and open a document and then go to the Goods tab.

3. Click More actions → Periods → Periods in lines.

4. Select a line, split it, and enter a quantity.

5. Specify a Vendor and Terms of purchase for each line.

6. Select a cell and specify relevant notes in the Comment field (if required).

7. Set the Created status and post the document.

How to complete budget tasks

1. Go to Budgeting and planning and click My budget tasks under Budget process.

2. Find a Budget task related to the process step and open it.

3. In the Completed field, enter the completion date.

4. Click Complete and close.