Purchase Requisition
Purchase Requisition: the internal request to buy. Every field, how it becomes quotations or purchase orders, and every refusal.
Purchase Quotation
Purchase Quotation: the request for quotation sent to one or more vendors, with the items, the scoring, the documents and the questions they must answer.
Request For Quotation Reply
Request For Quotation Reply: one vendor's answer to a purchase quotation, with prices, delivery dates, scores, documents and answers.
Quotation Compare
Quotation Compare: puts every vendor's reply to one quotation side by side, suggests the best vendor per line, and on release writes the awarded vendor and price back on the requisition.
Purchase Order
Purchase Order: the order to a vendor, and with Purchase Type RO the return order that sends goods back. Every field, what fills in by itself, and every refusal.
Purchase Journal
Purchase Journal: a purchase document laid out like a purchase order, whose lines purchase orders copy from and draw down.
Purchase Order Closure
Purchase Order Closure: finds purchase order lines still open after a number of days and stops further receipts on the ones you pick.
Incoming Shipment
Incoming Shipment: groups the lines of import purchase orders into one shipment, with its customs values, landed cost elements, tracking and activities, before the goods are received.
Purchase Agreement
Purchase Agreement: the prices agreed with a vendor for a period, which purchase order lines take as their price.
Promotions & Rewards
Promotions & Rewards: the deals vendors offer you (buy so much, get a discount or free goods), which purchase orders apply.
Procurement and Sourcing Setting
Procurement and Sourcing Setting: the one record per company that switches purchasing columns, checks and features on and off. Every tick, and the ones that do nothing today.
Vendor Portal Setting
Vendor Portal Setting: how the vendor portal behaves, which companies and items vendors see there, and how vendors are proposed when a requisition is published.
Order Journal
Order Journal: the kinds of purchase order a company uses, and the default special indicator each puts on order lines.
Purchase Group
Purchase Group: a buying team, the purchase organizations it buys for and the people in it, each with one default.
Purchase Origin
Purchase Origin: one line per copy button on the purchase screens, naming the lists the button opens. Without it the button answers that you have no rights.
Procurement Area
Procurement Area: broad areas of spend that procurement categories belong to.
Procurement Category
Procurement Category: buy services and non-stock goods by category instead of by item, with the unit, tax group and cost element group they carry.
Purchase Reason
Purchase Reason: the reasons a purchase is raised, picked on requisitions, quotations and orders.
Quotation Type
Quotation Type: the rules a purchase quotation follows: its scoring method, the documents and questions vendors must answer, and the columns the comparison shows.
Quotation Scoring Method
Quotation Scoring Method: the criteria vendors are scored on, each with a range.
Quotation Question
Quotation Question: the questions a vendor may have to answer in a quotation reply.
Quotation Document
Quotation Document: the documents a vendor may have to send with a quotation reply.
Purchase Agreement Classification
Purchase Agreement Classification: the kinds of purchase agreement, picked on every agreement.
Vendor Rebate Group
Vendor Rebate Group: a list of rebate groups for vendors and items. Recorded only today.
Vendor Evaluation Criteria
Vendor Evaluation Criteria: a list of criteria for rating vendors. Recorded only today.
Vendor Evaluation Criteria Group
Vendor Evaluation Criteria Group: a list of groups for vendor rating criteria. Recorded only today.
Activity
Activity: the steps of an import shipment you track, such as loading, sailing, port clearance.
Attribute-Based Pricing
Attribute-Based Pricing: a formula with attribute conditions, recorded for pricing by batch attributes. Read by nothing today.
Letter Of Head
Letter Of Head: a dated list of purchase order lines and quantities. Read by nothing today.
Solicitation
Solicitation: a list of solicitation kinds with a scoring criteria note. Read by nothing today.
Lists and reports
Every Purchasing list, report and board tile, with the criteria each takes.