The SAP Business One – Purchasing module covers the entire procurement process. This includes
purchase requisitions, Offers, framework agreements, orders, goods receipts, returns, incoming invoices, incoming credits and other purchase receipts.
The procurement process in SAP Business One - Purchasing includes the following most important stages of documents:
- Framework Agreement
- order request
- supplier request
- an order
- Goods Receipt
- Goods Return Request
- incoming invoice
- incoming credit
The entire purchasing process can be mapped in SAP Business One, from the framework agreements to the incoming invoice or, if required, the incoming credit note.
Most of the masks of the module SAP Business One - Purchasing bid during the entire process
the ability to work with items or services (services).
A receipt of type item can only be created for items that are in your item master
trunk are identified. These items can be inventoried or non-inventoried items. An advantage of item type documents is that the accounting transactions are usually included in account determination, item groups or warehouses are predefined and passed on to the documents involved. The service receipt comes without article and allows the free description of a purchase good without referencing a quantity.
Purchase requisitions can be used to request items, services, or supplies when making a purchase. Once submitted, purchase requests are reviewed by the purchasing department, which collects pricing and delivery information from vendors for the items or services requested. The information can then be sent back to the requester and finally converted into an order by copying the request into an order.
Purchasing Framework Agreements
Purchasing framework agreements are long-term agreements between a purchasing organization and a supplier. Master purchase agreements allow suppliers to offer an agreement or contract for goods or services without having to specify exact delivery dates. If there is a framework agreement with a supplier, SAP Business One automatically links the purchasing documents to the relevant framework agreement. This allows the prices agreed with the business partner to be transferred directly to the purchasing documents.
Supplier request in SAP Business One Purchasing
the Supplier request in SAP Business One represents the next step in the purchasing process after the purchase requisition. After determining the goods or material requirements, there is a further work step: In order to be able to select the best offer from several offers, this request is first sent to a selection of Delivery delivered. The request can be sent electronically as a form from SAP Business One, in which the customer can then enter his conditions. You can then select the best conditions from an overview.
A purchase order in SAP Business One - Purchasing is a document sent from a buyer to a seller, which contains the desired items and quantities as well as the agreed prices. In SAP Business One you can call up and create an order directly from the menu. If you were preceded by an offer from the supplier, you can copy the offer to a purchase order, analogous to copying a purchase requisition to an offer. The integration to the supplier inquiry is also applicable: when you copy a purchase offer, you will be asked if you want to close purchase offers with the same group number of the inquiry. Upon confirmation, all other offers sent to suppliers other than the one receiving the order will be closed.
Goods receipt in SAP Business One Purchasing
The Goods receipt form is used to receive the products or services previously purchased through a purchase order. This process is usually carried out by a goods receiving department or directly in the warehouse. The supplier's delivery note can be compared with the corresponding order in real time on the screen. Here too, as everywhere in SAP Business One - Purchasing, the items can be copied from the order.
Return SAP Business One – Purchasing
The form return is used in the sense of a return of goods to return purchased products or services to a supplier. When returning goods, the products you are returning are automatically removed from stock if they are classified as stock items.
purchase deposit request
With a purchase down payment request, your supplier expects a down payment to be made at a b
With a purchase down payment request, the supplier expects a down payment to be made by a specific date. The down payment request does not result in a posting or inventory posting. If the purchase down payment request is created on the basis of a purchase order or a goods receipt, the base document is not closed afterwards. In this way, the same base document can be copied into a higher-level purchasing document.
purchase deposit invoice
Purchase down payment invoices are used when making a payment to a supplier
for pre-receipt purchases or services in advance. The invoice posting affects the accounting but has no effect on the inventory until the purchase order is posted as a goods receipt or the service is realized.
Incoming invoice in SAP Business One Purchasing
Purchase invoices (commonly referred to as receipts in other business systems) are used to record payment for goods and services received from a vendor. You create these incoming invoices when you receive the invoices from your suppliers. Once you have received the invoice, you can relate it to a goods receipt by copying it from the goods receipt to an incoming invoice using the "Copy to" function. Or you can start from the incoming invoice and use the “Copy from” function and select the
Goods receipt from.
The A/P credit memo is the clearing document for the A/P invoice. You create these when you have received products or services from a supplier that you need to return, or when you need to partially or fully reverse an A/P invoice transaction.
Templates can be created for recurring purchase transactions (e.g. monthly orders for office supplies). Parked, parked documents for purchasing are used for this purpose. These contain the
the necessary information regarding products, services, Business partner and associated conditions. Individual copies of the respective periodic processes are then generated on the basis of the repetition information. With this, the corresponding purchase transactions and inventory postings are carried out individually or in batches.
Importing goods from other countries is likely to incur additional costs,
like customs, transportation costs, insurance fees and taxes. These so-called landed costs can be assigned to the imported items
Procurement assistant for customer order
Sales Order Procurement Assistant is a tool that SAP Business One
makes available, with which one can create purchase documents (orders, offers or inquiries) and production orders on the basis of offers or orders.
The wizard consists of several steps where you can select specific business partners, specific receipts and receipt types, specify delivery dates, group similar items from one supplier and print the receipts at the same time if you wish.
Reports in SAP Business One - Purchasing
Several purchasing reports are included in SAP Business One. Most of these reports have upstream filters with options that allow many different reports to be generated from a selection. Among others, the following reports can be selected:
- Open Receipts
- Parked Receipts
- back order
- Sales Analysis
- Purchasing Analysis
- Purchase Request Report
- Supplier Inquiry Report
- Framework Agreement Fulfillment Report
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