ProjectManagement based on SAP Business One > ProjectManagement > Purchasing

 

The purchasing functionality supports the entire phase related purchasing process and summarizes all activities of a purchase order from the request for quote 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 summarizes 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. request for quote, 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.
 
Request for QuotePartner Product Available
The request for quote enables to ask one or more suppliers for a quote with respect to services or materials required for a project.
 
Quoted PricesPartner Product Available
The prices quoted by the suppliers can be recorded with respect to each request for quote.
 
Select Supplier WizardPartner Product Available
The prices quoted by the suppliers can be recorded with respect to each request for quote.
 
Sales Price UpdatePartner Product Available
Allows updating the sales price with the respective extra charges based on the supplier selected and the correponding purchase prices.
 
Enter Purchase Document WizardPartner 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.
 
Balance StatisticsPartner Product Available

Represents the proportion of required, ordered and delivered quantity needed for the project.
 
Purchase Process OverviewPartner Product Available
Lists all purchase documents with drill down function including, in particular, requests for quote, quoted prices, sales orders, goods receipt, A/P invoices and credit memos.
 
Create Material Requirements RequestPartner Product Available
The user can send a request to the purchase department for materials that are addiitionally required.
 
Edit Material Requirements RequestPartner Product Available
Normally, the purchase department defines for the single material requirements requests whether the additional materials are directly withdrawn for the project from inventory, whether these materials are posted to a project inventory by means of an inventory transfer posting or whether these materials are ordered for a project.
 
Approval Process for DocumentsPartner Product Available
Role-based approval processes can be defined for the single document types. Program internal reminders and/or emails inform the employee accordingly.
 
Quality StatusPartner Product Available
The quality status per position can be evaluated when recording the goods receipt.
 
Internal Placement of OrderPartner Product Available
Partial services of a project can be assigned at fixed price to other profit centers through internal projects.
 
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