Overview
Once a vendor notifies that a certain amount of stock is required to be procured under the VMI contract, the company creates a purchase order and fills it with data provided by the vendor. Creating purchase orders for VMI is a formal process as these orders are created at the vendor's request.
The created purchase order represents a formal request for goods to the vendor and initiates a supply process and shipment of goods.
As a result of this process, a VMI purchase order is created.
Create and issue purchase orders for VMI procurement flowchart
Paths
| Path | Quick menu → Mail, tasks → Business Interactions |
|---|---|
| In-app link EN code |
e1cib/list/DocumentJournal.Interactions
|
| In-app link RU code |
e1cib/list/ЖурналДокументов.Взаимодействия
|
How to receive vendor notifications of VMI procurement
1. Receive information about goods to be procured under the VMI contract from the vendor.
2. Use any communication tool: phone, email, mail, a self-service portal, or interfaces with external systems.
3. Record the communication in Business Interactions.
Paths
| Path | Purchasing → Purchasing → Purchase orders |
|---|---|
| In-app link EN code |
e1cib/list/Document.PurchaseOrder
|
| In-app link RU code |
e1cib/list/Документ.ЗаказПоставщику
|
How to create purchase orders for VMI
1. Go to Purchasing and then click Purchase orders under Purchasing.
2. Create a new Purchase order.
3. In the created Purchase order document, in the Business transaction field, select VMI procurement.
How to fill purchase order header data
1. In the Purchase order document, click the Main tab.
2. Fill the required fields: Vendor, Counterparty, Company, Contract, Terms of purchase, and Warehouse.
3. Click the More tab.
4. Fill the required fields.
How to fill purchase order item data
1. In the Purchase order document, click the Goods tab.
2. Specify a Requested delivery date.
3. Click Fill and choose Select goods.
4. In the Select goods form, select and double-click one or several items.
5. Click Add to document. The system will automatically copy the selected items to the order form.
How to identify prices
1. Click the Goods tab.
2. To identify a price automatically, select lines and click Prices and discounts → Apply price type from Terms of purchase. The system will automatically fill the prices.
Note
To apply a custom Price type:
1. Select lines, click Prices and discounts, and then click Select price type.
2. Manually select a price type from the list of Price types. The system will automatically fill the prices.
Note
Specify discounts in accordance with the vendor response to discount offerings:
- Select a purchase order line.
- Apply manual markup and discounts (click Prices and discounts and select Adjust discount/markup).
- Enter % of discount adjustment and the amount of Manual discount.
3. Post the document.
How to attach reference documents
1. In the Purchase order document, click Attachments at the top.
2. Upload files.