Purchase Order process

Contents

task brief :    

This document provides a step-by-step guide for managing the purchasing cycle within the system, starting from creating a Purchase Requisition and ending with posting the Purchase Invoice.
It explains the full procurement workflow, including creating and submitting purchase requisitions, generating Requests for Quotation (RFQ), handling vendor quotations, creating direct purchase orders, receiving goods, and finally invoicing the purchase order.

Create purchase requisitions. 

1. Press all purchase requisitions using the path on the screen below.

2. Press New then enter the Name of Purchase Requisitions.

3. Add lines then add the items then press Save.

Note: after these steps you will choose the default warehouse then press Workflow.

Note: this workflow status must change from draft to in review.

Create Request for Quotation.

1. Press all purchase requisitions using the path on the screen below.

2. Choose the PR you created.

3. Press on Request for quotations.

4. Choose the Company from the Buying legal entity. 

5. Press on the quotation case number (TGE-001251) from the Details Tab.

6. Press on Header tab, then vendor and add the vendor account, then save, then press Send.

7. Press the check mark of all items then press OK.

8. Press on Mange replies.

9. Press on Edit RFQ replay.

10. Add the New unit Price then Press save then submit.

11. Press on accept.

12. Check marks all items then press OK.

13. At the end of Purchase Requisition press Workflow.

Create a new Direct Purchase Order

1. Press on Purchase Order RR using the path below on the screen.

2. Press new then add vendor account.

3. Add Warehouse code.

4. Press add Lines then add Item numbers, Quantities, Colors, sizes then configuration.

Press on Purchase above then press on confirm at the end of the purchase.

Note: after this step you will make the product receipt and the order is finished.

Receive Purchase Order. 

1. After Receive the purchase order the status must be confirmed.

2. Go to the Purchase Order and press Receive then press Product Receipt.

3. Choose Ordered Quantity then enter the Product Receipt the Press OK.

Invoice Purchase Order.

1. For invoicing Purchase order click Invoice.

2. Then Put the unit price.

3. From Header identify the Invoice identification then from Workflow press submit.

4. To post the Purchase order Press Pending invoices as below.

5. Press Edit.

6. Press Post.