IES Knowledge Base: Purchasing (Procurement)

Set Up

Where to set the basic PO Controls.

Controls

We can control how Purchase Orders will be numbered.

Purchase Order Numbers

We can control how Goods Received Events will be numbered.

Goods Received Voucher Numbers (GRV / GRN)

Delivery and Invoice Instruction alternatives may be defined for selection with new Purchase Orders.

Delivery Instructions

We can have multiple sets of Payment Terms to include with Purchase Orders.

Payment Terms

Delegated Purchasing for Contracts and Direct Items is an additional and optional Purchasing schema. If we will be using it, then we need to define the Operating Parameters for DDP.

DDP Operating Parameters (Delegated Purchasing)

It is optional to allocate Direct Purchase Items (not Stock) to Ledger Cost Centres and also Debtor Accounts, and it is also optional whether to apply a markup % on such Charges.

Markup Indicators at GL and AR Debtors

We may order directly for Job Costing if and when a Direct Order Charge Account is listed on a Job.

Charge Accounts at Job Costing

Stock Items can be managed with preferred Suppliers, or with 'any' Suppliers.

Preferred Suppliers at Stock Master

Order Types per Supplier Account can optionally be restricted.

Permitted Order Types at Supplier Accounts

If we want equivalent Direct Item Codes for all Stock Codes then this can be managed automatically by the system - for systems where Stock Items are commonly ordered as Direct Items rather than as Stock. (See 'Auto Create Direct Order Codes' at Stock Control.

Automatic Direct Codes

If the Requisition system will be used by some Users to contribute towards the Purchasing cycle, then such Users will need Purchase Requisition Profiles.

Purchase Requisition Profiles

CP/ASO Orders will always be used when Purchasing is used, and therefore the Users who work with this Order Type will need CP/ASO Business Profiles.

CP/ASO : Central Purchasing

When there are Warehouse Staff who perform Goods Received steps, but are not allowed to work with the Price detail, then they need a Stock Profile with 'Obscure Prices' checked.

CP/ASO: Hide PO Price Detail

These Profiles are only necessary when the optional DDP Purchase Order type is allowed in the system.

DDP: Delegated Departmental Purchasing

This type of Profile will only be required if the Manufacture Application is in use and therefore it's Purchasing sub system. In that case, Users who work with Manufacture Purchasing will need MOD Business Profiles.

MOD: Manufacture on Demand