Overview - Enterprise Purchasing |
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
Getting Started
The Enterprise Purchasing tables and screens are completely separate from those in Classic Purchasing. It is therefore imperative that you set up a test instance of your application and database, switch the test instance to the Enterprise Purchasing model, and conduct testing to determine how your organization will use it. You will also need to rework all reports and interfaces to other systems that your organization relies on. You must ensure that all elements are working correctly before moving the production instance to the Enterprise Purchasing model.
To make the switch, you must close all purchase orders and then change the setup option setting.
If you have only a few open POs, close all PO line items manually; close all PO headers; migrate to Enterprise Purchasing; and reopen the POs in Enterprise Purchasing.
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.
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 (Classic Purchasing) except for the Data -> Purchasing -> Parts Order Management screen.
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See Also