Description of purchasing process

Purchasing can be defined as a business activity that is responsible for supplying all the necessary materials and providing the company with the necessary information. The most important tasks of purchasing range from determining the material requirements for the manufacturing or sale of goods, selecting suppliers and drawing up a purchasing plan, searching for and analysing quotations, performing costing calculations, ordering, receiving and controlling the goods purchased and complaints.

A typical example of the purchasing process is illustrated in the flow chart below and in the related examples using PANTHEON.

CASE SUMMARY Pat Purchase, Head of Purchasing at Tecta, wants to create a new purchase order for a supplier. He wants to transfer order item lines from already created sales orders. For this purpose, he uses the functionality to create the purchase order. He forwards the order to the supplier. The supplier delivers the goods from the order. The person responsible wants to create a document for receiving the goods. He uses the functionality to create the receiving document from the purchase order. By creating a purchase order report, the person responsible analyzes the current status of purchase orders and the current value of open orders.

Process description:

1. Selecting and creating a purchase order document from a sales order: The company receives a sales order. The person responsible wants to create a purchase order for the goods ordered in the sales order. For this purpose, the functionality to create a purchase order from the sales order is used. The document is printed and sent to the eDocumentation.

2. Forwarding the order to the supplier: The document created for the purchase of goods is forwarded to the supplier.

3. Selecting and creating a receiving document for the goods received: The supplier delivers the goods ordered. The person responsible creates a new receiving document from the purchase order issued to the supplier. The document is printed.

4. Reports: The person responsible wants to review the current status of purchase orders and the current value of open orders. The purchase order report is selected and the limiting criteria are defined.