Overview
Once the purchase requirements are confirmed, and the vendor is selected, this information must be specified in a new purchase order.
In the headers of the document, the partner and counterparty providing goods or services must be defined, as well as our company.
The purchase order includes a list of items, required quantities, and delivery dates.
It is often necessary to provide additional information in the format of external files that will be attached to the document.
As a result of the process, the purchase requirements are specified in purchase orders.
Video guide
Specify custom requirements in purchase orders flowchart
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 and enter header data
1. Go to Purchasing, then click Purchase orders under Purchasing, click Create → New,
2. In the Purchase order document, set the Pending approval status.
3. Select the Purchase from vendor in the Business transaction field.
4. Select the Vendor, the Counterparty.
5. Select the Company.
How to specify custom requirements for purchasing
1. In the Purchase order document, click the Goods tab.
2. Click Fill → Select goods.
3. In the Pick goods workplace, click More actions → Settings, choose Request quantity to enable entering the required quantity at the time of item selection.
4. Select the Filter by kinds and attributes check box to enable a quick filter.
5. Select Item kind, then select the Item, and the Item variant.
Check whether items of Non-inventory managed materials have the Work or Service item types.
6. Specify the Quantity and UOM in an opened dialog, then click OK.
7. Click a hyperlink at the bottom of the form and review the list of the selected items.
8. Click Add to document.
9. Specify the Requested delivery date.
10. Save the document.
How to attach reference documents
1. Click Attachments at the top of the document.
2. Upload files.