Procurement

Manage the procurement process from requisitions to purchase orders to receiving inventory.

Overview

Procurement includes:

• Requisitions: Create and manage requisition orders
• Purchase Orders: Create and manage purchase orders
• Supplier Management: Manage supplier relationships
• Receiving: Receive inventory from purchase orders

Requisitions

Requisitions are internal requests for inventory that can be converted to purchase orders.

Creating Requisitions

1. Navigate to Execute → Procurement → Requisitions
2. Click Create Requisition
3. Add line items (product, quantity, location)
4. Submit for approval (if required)

Managing Requisitions

• View Requisitions: View all requisitions
• Approve/Reject: Approve or reject requisitions
• Convert to PO: Convert approved requisitions to purchase orders
• Track Status: Track requisition status

Purchase Orders

Purchase orders are orders placed with suppliers to procure inventory.

Creating Purchase Orders

1. Navigate to Execute → Procurement → Purchase Orders
2. Click Create Purchase Order
3. Select supplier
4. Add line items (product, quantity, price, location)
5. Set expected delivery date
6. Submit purchase order

Managing Purchase Orders

• View Purchase Orders: View all purchase orders
• Track Status: Track purchase order status (open, partially received, received)
• Receive Inventory: Receive inventory against purchase orders
• Update Status: Update purchase order status

Supplier Management

Manage supplier relationships:

• Supplier Information: View supplier details
• Supplier Performance: Track supplier performance
• Supplier Contacts: Manage supplier contacts
• Supplier Terms: View payment terms and conditions

Receiving

Receive inventory from purchase orders:

1. Navigate to Execute → Receiving
2. Select purchase order
3. Enter received quantities
4. Confirm receipt
5. Inventory is updated automatically

Common Workflows

Creating a Purchase Order from Planning

1. Review recommendations in Decide → Planning Recommendations
2. Approve recommendations
3. Navigate to Execute → Procurement → Purchase Orders
4. Create purchase order from recommendation
5. Select supplier and set delivery date
6. Submit purchase order

Receiving Inventory

1. Navigate to Execute → Receiving
2. Select purchase order to receive
3. Enter received quantities
4. Confirm receipt
5. Inventory is updated in Sense → Browse Inventory

Managing Requisitions

1. Navigate to Execute → Procurement → Requisitions
2. Create requisition for needed inventory
3. Submit for approval
4. Once approved, convert to purchase order
5. Place order with supplier

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Related Pages

• Planning Recommendations
• Receiving
• On-Order

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Permissions & Roles