Function documentationProcurement List

 

You use this function as a perishables buyer to carry out your daily tasks of assessing the current demand and ordering articles. This function also allows you to create or change stock transfer orders and purchase orders for suppliers and articles within your area of responsibility.

Prerequisites

This function can only be used correctly after you have set up your area of responsibility and article range.

See Also:

Maintaining an Area of Responsibility

Maintaining an Article Range

Features

You can maintain your procurement list either by article or by supplier. Doing so groups and presents the information in different ways, but the underlying business functionality remains the same.

The system only displays supplying sites you have selected in your area of responsibility.

Note Note

You cannot add or delete supplying sites via this function. To do so, you must reconfigure your area of responsibility.

End of the note.

Activities

You can access the Procurement List directly from the Procurement and Distribution function from the Perishables Procurement work center.

Procurement by Articles

Choose Procurement by Articles to create a new procurement list or edit an existing one based on the articles you would like to procure.

You are able to do the following in this area:

  • View detailed information on articles planned for procurement.

  • Edit the Planned orders list that is already populated with articles you configured in the Article Range function.

  • Replicate an existing article in the Planned orders list by selecting an article and then choosing New Item. This adds a new item line for the selected article to the list, but with an empty delivery date field. You are now able to set a new procurement date for this item.

  • Add an article to the planned orders list by choosing Add Article. This allows you to search for an article by ID in either your area of responsibility or in all articles.

  • Delete any item or article from the Planned orders list.

  • Personalize the layout of the list by choosing Settings.

  • Change the default delivery date or horizon for a supplying site and view any promotion that is available for that range of dates.

  • View information on quantities available at the time of procurement and on the quantities demanded at procurement time. You are also able to view the forecast figures of the selected article, which are calculated for the selected delivery date to the supplying site.

  • Add suppliers for specific articles and view information such as pricing, ordered quantities, ability to deliver on a specific date, and so on. A list of valid suppliers for every article and supplying site combination is displayed to assist you with your selection process.

  • Create a purchase order by choosing Create Order after you have entered the desired quantities for each article.

Procurement by Suppliers

Choose Procurement by Suppliers to create a new procurement list or edit an existing one based on the suppliers from which you would like to procure.

You are able to do the following in this area:

  • Replicate an existing supplier in the Planned orders list by selecting a supplier and then choosing New Item. This adds a new item line for the selected supplier to the list, but with an empty delivery date field. You are now able to set a new delivery date for this item.

  • Add a supplier to the planned orders list by choosing Add Supplier. This allows you to search for a supplier by ID.

  • View all supplier information.

  • Add articles for procurement by choosing Add Article. A list of articles available for the selected supplier is displayed in the Available Articles for Time of Procurement table.

  • View and change information, such as order quantities for articles, ability to deliver on specified date, and so on.

  • Create a collective purchase order using the push or pull distribution strategy.