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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. Which processes will we use?
	Option 1	Option 2	Option 3	Option 4	Option 5	Option 6
Purchase Orders	√	√	√	√
Goods Receipting	√		√
Vouchers	√			√	√
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:

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