Basic plug-in for the procurement process with the Purchases module
Product line
Standard
|Expert
Operating mode
CLOUD ABO
|ON-PREMISES
Modules
Services & CRM
Budget & Phases
Purchases
Resource Planning
Business Intelligence
Purchasing processes can be mapped with this plug-in.
Download the plug-in with the following download link and install it in your Vertec. The exact procedure is in the article Things worth knowing about the plug-ins described.
| Version | description | Download |
|---|---|---|
| 6.6.0.1 | Includes features from version 6.6. |
ConfigSet_Purchase.xml |
The procurement plug-in creates the following folders in the root folder procurement:
| folder | description |
|---|---|
Open outlays |
Contains all unclaimed outlays with appropriate filters. |
Outlays for approval |
Contains all open outlays that have not been released. Settle outlays are not taken into account here. By activating the Release checkbox, the outlay can be released. |
Approved outlays |
Contains all open outlays, as well as the indication of who released the outlays when. Cleared outlays are not taken into account here. |
Accounts payable receivable in progress |
Contains all creditors payable without status Posted or Forward to the appropriate filters. |
Outlays excluding creditors |
Contains all outlays for which no creditor is assigned or recorded outlays for which there is no receipt yet. |
Outlays cleared |
Contains all invoiced outlays with a date in the specified interval. Note: In order for the billed outlays to be visible on the project, the setting Billed services and expenses show must be enabled in System settings project. |
Gross margin Total projects |
Folder in the root folder Project Controlling under Evaluation, which contains not only the contribution margin for services, but also for expenses and outlays. |
The purchasing process can be mapped in different ways. For example, the following variants are available:
Create an open outlay on the corresponding project. Select a Typ , enter into the field Text what is to be charged, a corresponding Betrag , the Status and a Lieferanten on the Addresses page. The outlay is automatically placed in the Open outlays subfolder of the procurement root folder, where, among other things, the Status
Geplant , Bestellt or Eingegangen is shown.
In the outlays subfolder for approval, the outlay can finally be shared by activating the “Approval” checkbox.
It will then appear in the Shared outlays folder. The status can be displayed on Bestellt be amended.
As soon as the order arrives, an account can be entered in the creditors in progress folder. Accounts payable entered
and with the button Auslagen zuordnen the corresponding outlays) are assigned by checkbox:
After that, an invoice can be created on the project, on which the outlay can be charged. After the charge, it will appear in the “Bill outlays” folder.
In the Scores folder, creditors payable without outlays, suppliers and outlays in projects can be viewed.
In contrast to variant 1, the order is placed and executed externally. Thus, the creditor is the first object in Vertec. After an approval process, the outlays are entered on the project. The goods receipt and the charging are ultimately the same in both variants.
Importing the plug-in creates the following objects:
| folder | Root folder procurement with the following subfolders:
Folder Contribution Margin project Total in the root folder Project Controlling under Evaluation. |
| User group |
The users must be assigned to the user group. |
| Scripts |
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| Link types |
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| Translations | A total of 15 Translations created. |