Procurement

This application is an Additional Feature . The corresponding config set can be found here .

When importing this config set, the root folder Procurement including the folder structure for the procurement process is created. The following objects are created:

Application

The purchasing process can be mapped in different ways. For example, the following variants are available:

Option 1

Create an open outlays 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 stored in the subfolder Open outlays of the root folder Procurement, where, among other things, the Status Geplant, Bestellt or Eingegangen is shown.

In the subfolder Outlays for approval, the outlay can finally be approved by activating the “Approval” checkbox.

It will then appear in the Shared outlays folder. The status can be Bestellt be amended.

As soon as the order arrives, a creditor can be Creditor entered in the User Rights folder (for entering accounts payable addresses, the user needs appropriate User Group Address Administrators , i.e. must be assigned to the user group Address Administrators). With the button  Auslagen zuordnen the corresponding outlay(s) can be assigned by checkbox:

After that, an invoice can be created on the project, on which the outlay can be charged. After charging, it appears in the Charged outlays folder.

Accounts payable without outlays, suppliers and outlays in projects can be viewed in the Evaluations folder.

Option 2

In contrast to variant 1, the ordering user is placed and executed outside. 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.

Requirements and Download

• The Expert product line is a prerequisite for this feature.
• The Purchases module must be licensed.

Important information before importing the config set can be found in the article What to Interesting facts about the additional features . Config sets change data in Vertec, which can overwrite existing data.

The exact import process can be found in the Articles about the config sets .

Download the additional feature with the following download link:

The following objects are created by importing the config set: