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Overview - Enterprise Purchasing

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Enterprise Purchasing enables you to create requisitions, requests for bids, responses to requests for bids, and purchase orders. The same screens and workflow can be used to order or receive stock parts, non-stock parts, commercial services, fees, and shipping costs.

Highlights of this purchasing functionality include the following:

• Start with a requisition, convert to a purchase order

• Track requests for bid/quote/proposal and the vendor responses before converting to a requisition or a purchase order

• Order stock parts, non-stock parts, commercial charges, fees, and shipping on one screen

• Perform approvals by line item and header for any stage of the purchasing process

• Create user-defined statuses for any stage of the purchasing process

• Perform immediate issue to multiple work orders during the receiving process

• Replenishment:

• Support for min/max or EOQ

• Model to supply satellite stockrooms from a central or regional warehouse

• Header and line item data tracked at different stages of the purchasing process

• Track vendor sub-locations and stores, multiple contacts, and contract price breaks

• Inventory management:

• Receive and issue fractional quantities

• Inventory count improvements

• Multiple part bin locations

• Audit trail improvements

Upgrade to Enterprise Purchasing from Classic Purchasing

Classic Purchasing (managing BY LOCATION or CENTRALLY) is no longer supported and has reached its End of Life. All Classic Purchasing options have been removed from the System, including any related reports. You must convert to Enterprise purchasing prior to upgrading your System. For more information, please see the Hot Sheet.

It is imperative that you create a test instance of your application and database that uses the Enterprise Purchasing model and conduct testing to determine how your organization will use it. All reports and interfaces to other systems that your organization relies on will need to be updated. You must ensure that all elements are working correctly before converting your production instance to the Enterprise Purchasing model.

To convert, you must close all purchase orders (POs) and external rebuilds and then change the setup option setting.

• If you only have a few open POs and external rebuilds, then you must manually close them prior to conversion. See the Enterprise Portal Administrator Guide for more information.

• If you have many open POs, it is recommended that you arrange to have a Professional Service resource assist with the migration. Enterprise Purchasing cannot be activated until all open POs have been transferred to the Enterprise Purchase Order tables. See the Enterprise Purchasing Migration Tool documentation for more information.

If you are running multiple applications, you must restart all of them. Once you begin managing parts BY ENTERPRISE, you will not be able to access any of the previous Purchasing screens.

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See Also

Enterprise Purchasing menu