Purchasing Overview
Use the Purchasing application to keep electronic records of both internal and project-related procurement and receiving of services, materials, supplies, and capital items. Your firm can use Purchasing whether you have a central purchasing office or perform purchasing work in many different offices.
Configuration and Security Considerations
Before you can start to use the Purchasing application, you or your system administrator must specify the configuration options in Configuration > Purchasing & Inventory.
Purchasing security is at the menu level only.
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To enable security for Purchasing, make the the purchasing application active in Configuration > Module Activation.
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To specify the Purchasing menu items for a security role, use the Purchasing menu check boxes on the General Tab of Configuration > Security > Roles.
On the Purchasing menu, an employee's security approval is controlled by the settings and limits that you specify on the Buyer/Approver tab in Configuration > Purchasing & Inventory > Company Settings.
To create vouchers from purchase orders, the employee's security role must have approval to access to Accounting > Accounts Payable > Create Voucher from PO on the General tab of Configuration > Security > Roles.
Status Codes
The Purchasing part of Vision uses status codes to apply the software's business rules and to tell you where a purchasing transaction is in its processing cycle. The status codes are in these groups:
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Purchase Orders
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Requisitions and Requests for Price Quote
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Line Item Orders
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Line Item Receiving
Multicurrency
If you use the Multicurrency feature:
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You can create a purchase order from more than one purchase requisition and request for price quote. They must all be in the same transaction currency.
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Vision uses the functional currency of the active company to compare and apply buyers' purchasing limits and approvers' approval limits. Vision also uses the functional currency to keep the limits in the database.
Multicompany
If you use the Multicompany feature:
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Each purchasing record is owned by a specific company. The list of available purchasing records displays the ones that belong to the active company.
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Vendor Info Center records are available to all companies.
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Purchase requisitions and requests for price quote are available if the vendor's Info Center record has accounting set up for the active company.
Related Topics
- Purchasing and Inventory and Alerts
Use alerts in your purchasing and inventory workflow to let people know when it is necessary to take action related to purchasing or inventory items. - Purchasing and Inventory and Web Services
In addition to alerts, you can use Vision's Web Services feature to help replicate your firm's purchasing and inventory business processes as they are used in reporting, receiving, and voucher posting. - Common Dialog Boxes for Purchasing and Inventory
Dialog boxes that you use to add new items, FOB codes, and ship-via codes are available for many procedures in the Purchasing and Inventory applications. - Purchase Requisitions Overview
The purchase requisitions feature is optional in Purchasing. You can create purchase orders without using it. - Request for Price Quote Overview
Use the Request for Price Quote feature to select the best price and terms for an order. - Purchase Orders Overview
Use the Purchase Orders application to keep track of what you are buying and the vendors from whom you purchase items. - Receiving Overview
Use Receiving to record the receipt of delivery for items in purchase orders. The purchase order must be final printed. For blanket orders, you can record receipt of an item for a release order, but not for the blanket order itself. - Purchase Template Editor Overview
Use the Purchase Template Editor to specify fields to print on purchase orders or request for price quote forms, or to specify the dimensions of the signature area on purchase orders. - Item Review Overview
You can review an item's quantities and status in Purchasing. - Purchasing Reports
Use the purchasing reports in Vision to present and monitor purchasing data.