Wiki Detay | wiki workcube

Purchasing module is the module in which all purchases of goods and services within the institution are recorded and managed. The module allows opening online tenders and receiving offers. It allows purchasing managers to quickly access all critical information (product, stock, price, agreements, production material needs, etc.) that they need to see and follow while carrying out their operations.

Authority Groups

Path: Control Panel > System > Security > Authorization Groups

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

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

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

Also, restrictions can be made based on business functions.

Recommendation: For detailed information about authorizations, you can review the "Authorization Types"document.

Processes

Path: Control Panel > BPM > Processes

In order to manage purchasing transactions, first the process is defined and then the stages are defined. Stages; It is the operation of an authorization-approval mechanism where certain users are given certain powers.

Recommendation: 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 Control Panel > System > Page Settings while on the relevant page.

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

In order to perform transactions in the purchasing module, you must be authorized in the following processes;

Purchase Orders
Purchasing Requisition
Purchase Quotations
Internal Requisitions
Place Bulk Order

Transaction Categories

Path: Control Panel > BPM > Transaction Categories

Process categories determine which operations are performed in the background. You can also access the transaction categories that need to be defined on the page by clicking Control Panel > System > Page Settings on the relevant pages;

In order to perform transactions in the purchasing module, the following transaction categories must be defined;

Purchase Order
Purchase Request
Quote to Purchase

Attention: Purchasing Module current, accounting or does not make stock movement. The purpose of the transaction type is to ensure that it is subject to the budget.

Therefore, if the transaction type "Non-MBC Purchasing (Module ID: 12 Process ID: 2502" is defined, the transaction type will appear for the request, offer and order in the purchasing module. Here, either a single transaction type is defined and valid for the module. Or a separate transaction type can be defined for each page.

Tips

Record was not found

Feedback

Did you find this content helpful?

Please Write Your Feedback!

Name*

Last Name*

Email *

About Workcube Objects

Record was not found