SAP Business One - Purchasing

The SAP Business One - Purchasing module covers the entire procurement process. This includes
purchase requisitions, Offers, Framework agreements, orders, Incoming goods, returns, incoming invoices, incoming credits and other purchase receipts.

SAP Business One Purchasing / Procurement / Warehouse — SAP Business One Procurement - Dowload PDF

The procurement process in SAP Business One - Purchasing includes the following key document stages:

Framework Agreement
order request
supplier request
an order
Goods Receipt
Goods Return Request
return
incoming invoice
incoming credit

The entire purchasing process can be mapped in SAP Business One, from the outline agreements to the incoming invoice or, if required, the incoming credit note.
Most of the screens in the SAP Business One - Purchasing module offer the following functions throughout the entire process
the possibility of working with articles or services.
However, you can only create a document of the item type for items that are in your item master data.
master are identified. These items can be inventoried or non-inventoried items. One advantage of documents of the "item" type is that the accounting transactions are usually included in the account determination, item groups or warehouses are predefined and passed on to the documents involved. The service document comes without article and allows the free description of a purchased good without referencing a quantity.

order request

Purchase requisitions are used to request items, services or accessories from the purchasing department. After submission, the purchasing department checks the purchase requests. It then obtains price and delivery information from the suppliers for the desired items or services. The information can then be sent back to the requester and finally converted into a purchase order by copying the enquiry into a purchase order.

Purchasing Framework Agreements

Framework purchasing agreements are long-term agreements between a purchasing organisation and a supplier. With purchasing framework agreements, you can offer suppliers an agreement or contract for goods or services without having to specify exact delivery dates. If a framework agreement exists with a supplier, SAP Business One automatically links the purchasing documents to the respective framework agreement. This means that the prices agreed with the business partner can be transferred directly to the purchasing documents.

Supplier request SAP Business One — ^{supplier request}

Supplier request in SAP Business One Purchasing

the Supplier request in SAP Business One is the next step in the purchasing process after the purchase requisition. Once the goods or material requirements have been determined, the next step is to select the best offer from a number of quotations. Delivery delivered. The enquiry can be sent electronically as a form from SAP Business One. The customer can then enter their conditions in this form. The best conditions can then be selected from an overview.

an order

A purchase order in SAP Business One - Purchasing is a document that is sent by a buyer to a seller and contains the desired items and quantities as well as the agreed prices. In SAP Business One, you can call up and create a purchase order directly from the menu. If you have a previous quotation from the supplier, you can copy the quotation into a purchase order, in the same way as copying a purchase requisition into a quotation. The integration with the supplier enquiry is also applicable: If you copy a purchase offer, you are asked whether you want to close purchase offers with the same group number of the enquiry. If this is confirmed, all other quotations sent to suppliers other than the one receiving the order are closed.

Goods receipt in SAP Business One Purchasing

The Goods Receipt form is used to receive the products or services that you have previously purchased via a purchase order. This process is normally carried out by an incoming goods department or directly in the warehouse. On the screen, you can compare the supplier's delivery note with the corresponding purchase order in real time. Here too, as everywhere in SAP Business One Purchasing, the items can be copied from the purchase order.

Returns SAP Business One - Purchasing

The form return is used in the sense of a goods return to return purchased products or services to a supplier. When returning goods, the products that are returned are automatically removed from stock if they are classified as stock items.

purchase deposit request

With a purchase down payment request, the supplier expects a down payment to be made by a certain date. The down payment request does not lead to a posting or inventory entry. 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 to a higher-level purchasing document.

purchase deposit invoice

Purchase down payment invoices are used when making a payment to a supplier
for purchases prior to receipt or services in advance. The invoice posting has an effect on accounting. However, it has no effect on the stock until the order is posted as a goods receipt or the service is provided.

Incoming invoice in SAP Business One Purchasing

Incoming invoices (usually referred to as vouchers in other business systems) are used to record payment for goods and services received from a supplier. You create these purchase invoices when you receive the invoices from your suppliers. Once you have received the invoice, you can refer 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.

incoming credit

The incoming credit note is the clearing document for the incoming invoice. It is created if you have received products or services from a supplier that you need to return or if you need to cancel the transaction of an incoming invoice partially or completely.

Recurring Transactions

Templates can be created for recurring purchasing transactions (e.g. monthly orders for office supplies). To do this, you use parked documents that have already been entered for the purchase. These contain the
the necessary information on products and services, Business partner and the associated conditions. SAP Business One uses the repeat information to generate individual copies of the respective periodic predecessors. The corresponding purchase transactions and inventory postings are then executed individually or in batches.

landed prices

Importing goods from other countries is likely to incur additional costs,
like customs, transportation costsinsurance fees and taxes. These so-called cost of goods purchased can be allocated to the imported items

Procurement assistant for sales order

The procurement assistant for sales orders is a tool that SAP Business One
which can be used to create purchasing documents (orders, quotations or enquiries) and production orders on the basis of quotations or orders.
The wizard comprises several steps in which you can select specific business partners, specific vouchers and voucher types, set delivery dates, group similar items together with a supplier in order to print the vouchers simultaneously if desired.

Reports in SAP Business One - Purchasing

SAP Business One contains several purchasing reports. Most of these reports have upstream filters with options that make it possible to generate many different reports from one selection. The following reports can be selected, among others: