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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:

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 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.


See Also

Enterprise Purchasing menu