Purchase Management

• Introduction to Purchase Management
  • Use Case:
• Purchase Management Workflow
• Marking a Request as Purchase
• Creating a Purchase Order
  • Creating a PO from a Request
  • Creating a PO from Purchase List View
• Purchase List View
• Assigning a Purchase Order
  • Assigning from Purchase List View
  • Assigning from Create a Purchase Order Page
• Searching Purchase Orders
  • Search bar
    • Custom filters
  • Using filters
• Purchase Order Details View
  • Open Purchase Order Details View
• Editing Purchase Order Details
  • Open Edit a Purchase Order Page
  • Filling Purchase Order Details
  • Viewing Purchase Order Details
• Printing a Purchase Order
• Cancelling a Purchase Order
• Archiving (Deleting) a Purchase Order
• Viewing Audit Trail of a Purchase Order
• Creating Relationships in a Purchase Order
• Adding Attachments to a Purchase Order
• Purchase Order Notifications
  • Sending a Notification
  • View Notifications sent to Vendor
  • Pre-defined Purchase Module Notifications
• Different Stages in a Purchase Order
  • Open Stage
  • Approval Stage
  • Order Stage
  • Receive Stage
  • Payment Stage
  • Review
• Asset Reconciliation
  • Manual Reconciliation of Assets
  • Auto Reconciliation of Assets
• Purchase Order Templates
  • Create PO Template
• GL Code
  • Adding a GL Code
• Currency
  • Adding a Currency
• Cost Center
  • Adding a Cost Center
• Purchase Custom Fields
• Purchase Management Custom Rules