Purchasing Processes and Transaction Categories

Purchasing module is the module where all purchases of goods and services within the institution are recorded and managed. The module allows to open an online tender and receive offers. It allows purchasing officers to quickly access all critical information (product, inventory, price, agreements, production material requirements, etc.) that they have to see and follow while carrying out their operations.

Authority Groups

Route: Dashboard > System > Security > Authority Groups

Which modules a user can access are set under authority groups. Users can access modules that are authorized in that authority group, a user who is not authorized to the module cannot access the business functions of that module.

In order to carry out purchasing works, there must be authorization in the Purchasing section under the ERP.

If the user needs to see the Standard Reports of this module, the Report User box should also be checked.

In addition, business functions-based restrictions can be made. For detailed information about authorizations, you can review the Authorization Types document.

Processes

Route: Dashboard > BPM > Processes

In order to manage the purchasing processes, first the process definition is made, and then the stages are defined. Stages; It is the operation of an authorization-approval mechanism in which certain authorizations are given to certain users.

For detailed information about the processes, you can review the Process Management and Workflows document.

You can access the processes from the processes page or by clicking Dashboard > System > Page Settings on the relevant page.

You can access the process details by clicking on it or from the processes page.

In order to make transactions in the Purchasing module, you must be authorized in the following processes;

• Purchase Orders
• Purchase Request
• Purchase Offers
• Internal Requests
• Place Batch Order

Transaction Categories

The transaction categories determine which transactions will be performed in the background. You can also access the transaction categories that need to be defined on the page by clicking Dashboard > System > Page Settings on the relevant pages;

The following transaction categories must be defined in order to make transactions in the Purchasing module;

• Purchase Order
• Purchase Request
• Purchase Offer

Purchasing Module does not make current, accounting, or inventory transactions. The purpose of the transaction type is to ensure that it is the subject of the budget. Therefore, if the "Non-ABC Purchase (Module ID: 12 Process ID: 2502)" transaction type is defined, the transaction type for the request, offer, and order in the purchasing module is displayed. Here, either a single transaction type is defined and it applies to the module, depending on preference. In addition, a separate transaction type can be defined for each page.