Module guide
Purchasing
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.
How this module fits your work
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.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Dashboards
- BuyingWorkspace · Dashboards
Reports
- Item-wise Purchase HistoryReport · Reports
- Items To Be RequestedReport · Reports
- Material Requests for which Supplier Quotations are not createdReport · Reports
- Procurement TrackerReport · Reports
- Purchase AnalyticsReport · Reports
- Purchase Order AnalysisReport · Reports
- Purchase Order TrendsReport · Reports
- Purchase Receipt TrendsReport · Reports
- Requested Items to Order and ReceiveReport · Reports
- Subcontract Order SummaryReport · Reports
- Subcontracted Item To Be ReceivedReport · Reports
- Subcontracted Raw Materials To Be TransferredReport · Reports
- Supplier Quotation ComparisonReport · Reports
Request Materials
- Material RequestRecord page · Request Materials
Order & Receive
- Purchase ReceiptRecord page · Order & Receive
- Purchase OrderRecord page · Order & Receive
Setup & Templates
- Buying SettingsSettings page · Setup & Templates
Request & Compare Quotes
- Request for QuotationRecord page · Request & Compare Quotes
- Supplier QuotationRecord page · Request & Compare Quotes
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.