Purchase process
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The document outlines the purchase order process and flow at Syddansk Universitet Technishe Fakultet. It discusses accessing the purchase ledger and module, the interconnectivity between purchase and other databases, and creating new purchase orders. The purchase order flow involves opening a new order, generating a delivery note, and receiving an invoice. Planned purchase orders are calculated by MRP and then firmed. The case study involves processing a purchase order for bike touring items and making changes requested by marketing.
Purchase process
- 1. Purchase Process and FlowSyddanskUniversitet, TechnisheFakultetPrepared by KirilIliev
- 2. Presentation RoadmapAccess Purchase ledger and Purchase moduleInterconnectivity between the Purchase database and the other modulesCreating new Purchase orderPurchase order flowFirm future purchase ordersCase study
- 4. Purchase order database and other databases
- 5. Create new Purchase orderCreate new Purchase orderCreate the new order (CTRL + N) within the respective database
- 6. Define vendor parameters (automatically retrieved from the Vendors database)
- 7. Add “lines” (items) within the purchase order (automatically retrieved from the item master)
- 8. Process the orderPurchase order flowOpen a new purchase orderDelivery NoteInvoice
- 9. Planned Purchase order flowCalculated by the MRP
- 10. Firm the purchase order
- 11. Process the order regularly through the “Purchase order” databaseMRP methods used in purchase ordersThe current setup has three main coverage methods:MRP methodMin/Max methodPeriod method
- 12. Case StudyYou are a part of a company’s logistics and purchase department. The engineering department has put in inquiry of 10 Bike Touring itemsInspect the needed required items for the BOM item “Bike Touring” and process a purchase order following the instructions from the documentFollow the recommendations of JoshJosh from marketing asks you to make changes on item number 9020 and process a purchase order. Refer to the supplementary document for more informationThe management requires you to enter the system a sales order, make changes to the coverage method of some items, and run the MRP for this particular items. Refer to the supplementary document for more information
Editor's Notes
- #5: Here I will talk about why these DBs are connected. Why Purchases retrieves data from the Items, Vendors, Planned orders databases.In addition, I will give explain what will happen with already existing order, and a new order, if the Cost Group property of an item is changed in the slide 5.
- #7: In a typical environment the following sales order is considered…If the operator skips the first step, the system would notify him/her during the second step that the requested items are not On Hand, and will not process the order to another status, i.e. it will leave it as Open Order.
- #9: I will explain the differences in these methods and where each method is appropriate to be used.Explain the case study with the MRP