Awards become purchase orders and receipts rate the supplier
What moves
An approved award or call-off asks Inventory for one purchase order per supplier, and the order number returns to the award line. Goods receipts return to Procurement as supplier performance, and the awarded prices can be written back to the item's supplier prices. Each order line carries the budget account of its request line, so the order counts as committed against that budget until the supplier's bill is posted in Accounting.
Before you start
- Procurement and Inventory in your plan
- Items and a warehouse in Inventory
- For the billed step: Accounting in your plan and the inventory setting that makes the order follow its bill switched on
Step by step
Presses Create purchase orders on an approved award.
You see:The award shows that orders were requested.
Creates one draft purchase order per supplier, once per award and supplier.
You see:The orders appear in Inventory marked as coming from Procurement.
- SystemProcurement & Tenders
Writes the order number onto each award line.
You see:The award shows its purchase orders.
- Warehouse userInventory, Purchasing & Warehousing
Receives the goods.
You see:Procurement adds a performance record for the supplier.
- Accounts payable clerkAccounting & E-Invoicing
Posts the supplier's bill naming the purchase order.
You see:Inventory marks the order billed and tells Procurement.
- SystemProcurement & Tenders
Stops counting the order as committed once Accounting's next budget refresh holds the bill in the actual.
You see:The budget's available figure stays the same: the money moved from committed to actual.
Related
- Inventory, Purchasing & Warehousing
- Procurement & Tenders
- Low stock reaches the right people
- Materials issued to a job become the job's cost
- Rented items leave the shelf count, not your books
- A count above the tolerance waits for a second person
- A low-stock alert becomes a purchase order
- Connections between modules