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Procurement

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

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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

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Requisitions

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

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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)

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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

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Purchase Orders

Purchase orders are orders placed with suppliers to procure inventory.

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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

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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

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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

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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

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Common Workflows

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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

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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

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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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Permissions & Roles

Creating purchase orders requires purchaseorders.write permission. Viewing purchase orders requires purchaseorders.read permission. Receiving inventory requires inventory.receive permission.