Purchasing and Interwarehouse Transfer Case Study

Case

Acme Holding's purchasing manager, in line with the instructions of his senior manager, ordered a computer for his new employees in the support team. During the order, the delivery address of the warehouse was entered incorrectly and the order reached a different warehouse within Acme Holding. Noticing the situation, the unit manager created a record for the inter-warehouse transfer in line with the e-delivery note records.

Transactions

Preliminary Transactions

1. Register the supplier company in the system.
2. Register the products you want to purchase in the system.
3. Make Payment Method definitions.
4. Make the Shipping Method definitions.
5. Define the Negotiation Type and Warehouse.
6. For the agreements;
7. Make the Transaction Type definitions.
8. Make process descriptions.
9. Make category definitions.
10. Make Quality Control definitions for purchased products.
11. Make the transaction type definitions for the Receipt.
12. Make the transaction type definitions for the Purchase Invoice.
13. Make the transaction type definitions for Outgoing Transfer.
14. Define the interwarehouse transfer transaction type.
15. Define the shipping method.

Main Transactions

1. Create a purchase transaction record.
2. Confirm the purchase request.
3. Confirm the purchase agreement.
4. Proceed to order.
5. Create goods receipt.
6. Issue the purchase invoice.
7. Create a payment order.
8. Transfer the payment amount.
9. Check stock transaction records.
10. Create an interwarehouse transfer record.
11. Create an e-delivery note record.

Post-Transactions

1. Check the payment method, guarantee and advance rates in the agreement made.
2. Review the Product Purchase-Sale Condition.
3. Check the products you want to purchase, their price and quantity.
4. Check the Goods Receipt, Purchase Invoice and Price Difference Invoice by observing that the quality of the products sent suitability to the control definitions.
5. Check outgoing transfer.
6. Check the accounting transactions.
7. Check the budget records.
8. Examine inventory transactions records.
9. Check the shipping status.

You can do study, training, developmental testing and learning activities on your own through the example case above.