ProjectManagement for Engineering Companies > Project Management > Purchasing

 

The purchasing functionality supports the entire phase related purchasing process and summarises all activities of a purchase order from the quote request with different suppliers to quotations and purchase orders. The project manager assigns the respective order to the project or the respective phase in the solution. This enables the user to get a survey of the costs incurred in each project phase. After the purchase, the relevant data is transferred to SAP Business One in order to be able to handle it for accounting purposes.

Purchasing
Purchase ProcessPartner Product Available

Purchase processes can be created for each project contract. The purchase process summarises all activities of a purchase order (e.g. the services to be rendered and the materials to be purchased) and forms the basis for generating different PO documents, e.g. quote request, A/P invoice etc.
 
Purchase Process WizardPartner Product Available
Guides the user step by step through the entire purchase process creation procedure and requests all mandantory data. 
 
Quote RequestPartner Product Available
The quote request enables to ask one or more suppliers for a quote with respect to services or materials required for a project.
 
Purchase Document EntryPartner Product Available
This easy-to-use wizard supports users in recording different kinds of purchase documents. Hours that have already been recorded by freelancers can be linked to the purchase document. An entry is created automatically for services and materials that have not yet been recorded.
 
Purchase Order CollectorPartner Product Available

This wizard automatically proposes due purchase orders according to selected criteria, such as milestone or due date. 
 
Purchase Process BalancePartner Product Available

Represents the proportion of required, ordered and delivered quantity needed for the project.
 
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