The Purchasing module has four parts: Purchasing Configuration, Purchase Requisition, Purchase Order, and Order Receipt.
It is fully integrated with the General Ledger, Vendor Management, Accounts Payable & Capital Assets modules.
Use Manage PO Copies to determine the number of PO copies to print and the order in which they print.
Use Manage Signatures to upload signatures and designate the module(s) in which they'll be used.
Enter values in Purchasing Configuration. These values are used to establish account code restrictions, budget checks, authorization thresholds, and other settings. Once established, these settings will only need periodic updating.
Create a purchase requisition
Submit purchase requisition
Approve purchase requisition — this action automatically creates a purchase order
Change the PO as needed
Combine POs as needed
OR
THEN
About using the Amazon eCommerce vendor
About automatically receiving POs vs. Adding assets through Purchasing & Accounts Payable
Attach files to a requisition or PO
Add items to a requisition
Add shipping cost to a requisition or PO
Apply tax to a requisition or PO
Apply a discount or premium to a requisition or PO
Purchase requisition approval process
Approve or disapprove a requisition
Edit a requisition or PO
Create a change order for a PO
Print a requisition or PO
Copy a requisition or PO
Delete a requisition or PO
About three methods of entering assets
My Budget Accounts window
Return to Purchasing & Payables Overview
Return to AptaFund Overview