Overview
Keep in mind that information filled automatically in generated purchase orders for consignment procurement must be validated. Besides, make sure you fill line and header data.
Once the process is completed, a purchase order for consignment procurement is filled, verified, and submitted for approval.
Specify terms for consignment procurement and submit for approval 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 fill purchase order header data
1. Go to Purchasing and then click Purchase orders under Purchasing.
2. Open the required Purchase order document and click the Main tab.
3. In the Business transaction field, select Consignment procurement.
4. Select a Company.
5. Select a Warehouse or select a warehouse group in the header.
6. Select a Counterparty if the delivery is carried out on behalf of another legal entity.
7. Select the Terms of purchase if the terms of purchase are changed.
8. Select the Contract with the Counterparty if it is required.
9. Click the Delivery tab.
10. Check and edit a Delivery method and a Delivery address.
11. Click the More tab.
12. Make a reference to the Sales opportunity if it is required.
13. Select an Employee in charge and a Business unit. These fields can be filled automatically with the data of the user who creates the order.
14. Select a Contact person of the Partner.
15. Select a Currency.
16. Specify Consignor taxation: whether it is subject to VAT. This field can be filled automatically with a value from the Terms of sales/Terms of purchase.
17. Specify a Vendor reference number and a date according to the counterparty's information system.
How to apply prices to purchase orders
1. In the Purchase order document, click the Goods tab.
2. Review the Items, Variant, and Quantity columns that are filled automatically.
3. Fill the Vendor part numbers column according to the information received from the vendor.
4. Select lines, click Prices and discounts, click Select price type, and then select a Vendor price type according to the Terms of purchase.
5. Select lines, click Prices and discounts, and then click Apply price type from Terms of purchase. The system will automatically fill the prices related to the Vendor price type.
6. Fill the Warehouse included in the selected warehouse group for each line if it is required.
7. Modify the date in the Requested delivery date field.
How to submit purchase orders for approval
1. In the Purchase order document, set the Pending approval status.
2. Post the document.