Understanding Purchasing

Purchase requisitions can be created directly from the Menu, through work orders, or through the review of storeroom stocked items.

Following a typical procurement life cycle, a requested item or service is listed on a requisition. Once reviewed and approved, if necessary, the requisition is copied into a purchase order. The purchase order is approved and issued to a vendor, and the requested item is received and inventoried. Throughout the process, different areas within the application are automatically maintained such as storeroom quantities and values depending on the type of item being purchased.

If changes are required for a purchase order that has already been approved, a revision can be created within the purchase order. The system also facilitates expediting purchase orders and full or partial receipt of items.

This section describes how various processes work together to manage purchasing throughout the system.

Refer to the About Purchasing section in the Business User Guide for procedural tasks related to these concepts.

Refer to the Configuring Purchasing Options section in the Administrative User Guide for configuration guidelines.