Purchasing
| Documentation Home | Download as PDF | See also: Job Invoicing, PO Approvals, AP Voucher Processing, Packing Slips or Price Codes. |
This module looks at Purchasing within Workbench.
OVERVIEW
There are four main functions within Workbench Purchasing:
- Purchase Orders
Places a purchase commitment on a Job and allows maintenance and reporting on these commitments.
The purchase is a value against an Activity Code, or a quantity of Items (using Workbench Catalogues) at a Unit Rate
Allows generation of Purchase Order GL Accruals based on uninvoiced values.
- Goods Receipt
Confirms physical quantities received against the PO.
Allows generation of Purchase Order GL Accruals based on received but uninvoiced values.
- Vouchers
Creates a paper / electronic path for the receipt and processing of APInvoices. The invoice may or may not have an associated PO
- AP Invoices
Allows for the actual cost to be allocated to the job. Where the cost relates to a PO, full or partial invoicing against the PO is provided.
These functions give the user a powerful purchasing tool but it is not necessary to use all four.
A decision has to be made about what processing best fits your business environment. |
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| Option 1 | Option 2 | Option 3 | Option 4 | Option 5 | Option 6 |
Purchase Orders | √ | √ | √ | √ |
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Goods Receipting | √ |
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Vouchers | √ |
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AP Invoices | √ | √ | √ | √ | √ | √ |
The minimum you would need to use is AP Invoices as this function captures the actual cost on a Job.
Selling of Purchase Orders
The Input Based sales process allows the invoicing of jobs at a transaction level. This extends to selling Purchase Order lines in advance of receiving the AP Invoice.
WORKBENCH PROCUREMENT MODEL: