Basic purchase operations

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Here you will learn how to activate and create the system objects required for basic functions of managing purchases from vendors.

Select Payment terms and procedure (purchasing)

You can use the setting to create payment schedules for the documents that initiate goods and service purchase from vendors: Purchase order, Consignment notification, Subcontracting purchase order, Terms of purchase.

Paths

Path	Master data and settings → Master data and sections → Purchasing
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.Purchases
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.Закупки

What you can do after activation

If you select the Payment before or after shipment (basic) option, you can split the payment in purchase documents into two milestones only: Before shipment and After shipment.

If you select the Arbitrary number of payment milestones (extended) option, you can split the payment in purchase documents into an arbitrary number of milestones with various options to control and calculate the schedule.

Activate Terms of purchase

Here you can enable the function to centrally manage vendor purchase conditions.

Use Terms of purchase to:

Register all purchase conditions (both common conditions for vendors and special conditions). Terms of purchase contain all key purchase conditions: price types, payment schedule, and so on.
Automatically fill purchase documents.
Control the deviations of central purchase conditions from the actual purchase conditions.

When you register documents, terms of purchase are optional. For example, you can register a one-time delivery without the terms of purchase.

Paths

Path	Master data and settings → Master data and sections → Purchasing
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.Purchases
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.Закупки

What you can do after activation

You can store vendor conditions in the Terms of purchase catalog.

Activate Contracts with vendors

Here you can enable managing contracts signed with vendors.

With vendor contracts, you can:

Regulate how to fulfill terms and liabilities between the company and the counterparty.
Specify logistic conditions of goods delivery, service provision, and work performance.
Register financial delivery conditions: AR/AP currency, AR/AP accounting details, and so on.
Use a vendor contract as an AR/AP object to account for the vendor payables.

To initiate a purchase, the vendor contract is optional. For example, in the Purchase order document.

Paths

Path	Master data and settings → Master data and sections → Purchasing
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.Purchases
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.Закупки

What you can do after activation

You can store your vendor contracts in the Contracts with vendors catalog.

Activate Purchase orders

Here you can enable managing incoming deliveries of goods and services by way of purchase orders.

Use purchase orders to:

List items, quantity, and prices.
Record logistic conditions including delivery dates and basis.
Register financial conditions including payment milestones and due dates.
Make sure both the vendor and the company fulfill the listed terms.

Paths

Path	Master data and settings → Master data and sections → Purchasing
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.Purchases
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.Закупки

What you can do after activation

Now you can create the Purchase order document.

Activate Purchase order statuses

Here you can enable statuses for the Purchase order document.

With these statuses, you can control purchase order's approval, confirmation, and fulfillment.

Paths

Path	Master data and settings → Master data and sections → Purchasing
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.Purchases
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.Закупки

What you can do after activation

In the Purchase order, you can specify the following statuses:

Pending approval. An order is pending approval.
Approved. An order is approved but the due dates are not set (date of receipt). Set the status manually.
Confirmed. Set the status when a vendor confirmed that the order is in progress and set the due dates (date of receipt). You can set the status manually or automatically after the "Summarize purchasing approval" business process task is completed.
Closed. An order is completed.

Activate Approve purchase orders

Here you can activate the business process to approve the terms specified in Purchase order. Make sure the Use business processes and tasks function is activated.

With this business process, system users with specific roles (system rights) can approve the terms. Once the users approve the terms, an order is automatically marked as Confirmed. Now you can hand it over to a vendor.

Paths

Path	Master data and settings → Master data and sections → Purchasing
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.Purchases
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.Закупки

What you can do after activation

Now you have access to:

Business process related to approval of the Purchase order terms.
Settings to select the users responsible for the approval of logistic, financial, commercial, and price conditions.
Approval results stored in the Purchase approvals list.

Activate Purchase adjustments

Here you can enable separate documents to correct vendor invoice details.

Adjust vendor invoices only when the following discrepancies between the invoice and goods receipts occur:

More goods were received than it is specified in the vendor invoice.
Less goods were received than it is specified in the vendor invoice.
The vendor reduced an inventory cost in the invoice.
The vendor increased an inventory cost in the invoice.

Paths

Path	Master data and settings → Master data and sections → Purchasing
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.Purchases
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.Закупки

What you can do after activation

Now you can create the Purchase adjustment document.

Activate Register complaints

Here you can enable registering and processing vendor complaints.

Paths

Path	Master data and settings → Master data and sections → CRM and marketing
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.CRMAndMarketing
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.CRMИМаркетинг

What you can do after activation

You can create the Complaints document.

Complaint reasons catalog

Create a classifier of vendor complaint reasons to monitor and analyze them afterwards.

Paths

Path	CRM and marketing → Settings and catalogs → Complaints → Complaint reasons
In-app link EN code	e1cib/list/Catalog.ComplaintReasons
In-app link RU code	e1cib/list/Справочник.ПричиныВозникновенияПретензий

How to create a new record

1. Open the catalog and click Create.

2. Fill the Description and Details fields.

Activate Discount adjustments in purchases

Here you can activate registration of manual discounts applied by vendors.

Paths

Path	Master data and settings → Master data and sections → CRM and marketing
In-app link EN code	e1cib/data/DataProcessor.TMAdministrationPanel.Form.CRMAndMarketing
In-app link RU code	e1cib/data/Обработка.ПанельАдминистрированияУТ.Форма.CRMИМаркетинг

What you can do after activation

In Purchase orders, you can specify the discounts provided by vendors.

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