Use Purchasing: navigation and daily work
Open Supply Chain using the left app rail, then select Purchasing in its module menu. The module dashboard gathers the available records, reports and setup links.
Before you start
Start with a material requirement, request supplier quotations, compare responses, issue a purchase order and receive the delivery. Record the purchase invoice and payment in Finance & Accounting after the appropriate checks.
Find this module in the ERP
Supply Chain → Purchasing
Step-by-step instructions
Open the module
Open Supply Chain using the left app rail, then select Purchasing in its module menu. The module dashboard gathers the available records, reports and setup links.
{ERP_URL}/desk/nexcom-workflow/Supply%20Chain/PurchasingRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Continue the task
Choose the work area for your task. This staging dashboard provides Material Request, Request for Quotation, Purchase Order, Purchase Receipt, Supplier Quotation, Buying, Buying Settings. Use an existing record for a change; use Add/New only when a new record is needed and your role permits it.
{ERP_URL}/desk/nexcom-workflow/Supply%20Chain/PurchasingRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Continue the task
Before saving or taking a workflow action, verify the relevant party, company, dates, source links and permissions. Use the field reference linked below for the selected record type. This navigation tutorial does not submit a business transaction.
{ERP_URL}/desk/nexcom-workflow/Supply%20Chain/PurchasingRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Continue the task
For review, open Item-wise Purchase History, Items To Be Requested, Material Requests for which Supplier Quotations are not created, Procurement Tracker, Purchase Analytics, Purchase Order Analysis. Check the report filters, company and date range before interpreting the results. A record count on the dashboard is not a financial total.
{ERP_URL}/desk/nexcom-workflow/Supply%20Chain/PurchasingRecord forms may append /{RECORD_ID}; a new draft may use /new-{TYPE}-{TEMP_ID}. Query filters and selected tabs may add a query string or #fragment.
Choose the relevant work area
- Material Request
- Request for Quotation
- Purchase Order
- Purchase Receipt
- Supplier Quotation
- Buying
- Buying Settings
- Item-wise Purchase History
- Items To Be Requested
- Material Requests for which Supplier Quotations are not created
- Procurement Tracker
- Purchase Analytics
- Purchase Order Analysis
- Purchase Order Trends
- Purchase Receipt Trends
- Requested Items to Order and Receive
- Subcontract Order Summary
- Subcontracted Item To Be Received
- Subcontracted Raw Materials To Be Transferred
- Supplier Quotation Comparison
Check the result
Check the selected record, company, source relationships, field values and available actions. A successful save, approval, submission, external notification and payment are separate events. The module screenshot is a navigation reference; it is not evidence that the business transaction described in this article was executed.
Troubleshooting
Use the installed work areas and the linked task tutorials below. Available actions and records depend on your role; external services may require their own permitted sign-in.