The Purchasing section is used to record and track,

  • Supplier information
  • Purchase orders for material and service procurement,
  • Material and service purchase transactions,
  • Discount, expense and promotion definitions to be applied to purchases,
  • Prices and campaigns to be applied to product and service purchases.

Totals, purchase transactions, purchase orders, purchase invoices, purchase discounts and expenses related to product and service purchases are obtained from the selected report unit by designing a report using the report options.

Purchasing Management Menu

Definitions

Reminder Levels (Purchasing Management), Services - Purchasing, Purchase Discounts, Purchase Expenses, Purchase Promotions, Purchase Price List, Purchase Campaigns, Purchasing Employees, Supplier Evaluation Criteria Sets

Transactions

Purchase Demands, Purchasing Files, Purchase Proposals, Purchase Contracts, Purchase Orders, Purchase Receipts, Purchase Invoices, Purchase Point Invoices, Supplier Evaluation Operations, Shipment Reminder Transactions, e-Invoice Dispatch/Receipt Matching Results

OperationsApplying Campaigns to Purchase Orders, Batch Approval of Purchase Invoices, Batch Dispatch/Receipt Generation, Batch Generation of Purchase Order Slips, Batch Order Billing (Purchase Management), Batch Receipt Billing, Purchase Demand Delivery, Purchase Demands Quick Delivery, Purchase Price Updates, Realization of Purchase Demand Proposal, Shipment Reminder Level Determination, Supplier Evaluations, Update Purchase Orders with New Materials
Reports

Material and Service Reports (Purchasing Management), Demand Reports, Purchase Order Reports, Purchase Invoice Reports, Campaign Reports (Purchasing Management), Contract Reports (Purchasing Management), Proposal Reports (Purchasing Management)

The definitions menu options are used to record definitions for service cards, campaigns, discount, expense and promotion cards specifying the characteristics of discounts, expenses and promotions to be applied both to individual transactions on lines or to slip bottom, material and service purchase prices, and campaign conditions.

The transactions menu option used to record purchase orders, purchase receipts, Purchase Invoices, purchase contracts, and purchase demands.

The options of the operations menu are used to perform material price adjustments, service price adjustments, service VAT adjustments, and batch billing transactions.

Definitions and transactions can be reported from various report units using the report options grouped under specific titles.


Parameters and Defaults Affecting Purchase Transactions

Default and parameter options are used to specify purchase management defaults values and parameters. The relevant properties required by default in purchase transactions are set using the default options. Default and parameter options are located in System Settings module > Defaults and Parameters > General > Default Values and Parameters > Purchasing Management page.

 See. System Settings Purchasing Management Defaults and Parameters
If your Logo application does not have Material – Variant feature, the related fields will not be displayed in application interfaces; hence you should ignore any heading or information provided with respect to the Material – Variant feature in this document.