Navigation: Basic Working Procedures >
Purchase Management
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Navigation: Basic Working Procedures > Purchase Management |
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The work flow for Purchase Management in FieldOne provides powerful and inclusive tools that track and support the entire life cycle of Parts Inventory and Work Orders. The natural work flow for Purchasing is as follows:
| • | Determine Parts Requirements - office or field personnel |
| • | Optional - Create Purchase Requisition detailing Parts Requirements |
| ► | Optional - Approve Purchase Requisitions |
| ▪ | From Inventory Stock |
| ▪ | Onto Purchase Quotes for Vendor pricing |
| ▪ | (Or, directly onto Purchase Orders) |
| • | Optional - Create Purchase Quotes to determine Vendor Prices before ordering |
| ► | Purchase Quotes - Create Pos Tab - selecting among Vendor Quotes |
| • | Create Purchase Orders for Parts |
| ► | Optional - Approve Purchase Orders (See Company Preferences, Purchasing Tab.) |
| ▪ | To Stock |
| ▪ | Directly to Work Orders on Items Tab |
| ► | Record Vendor Bills billing Purchase Order shipments received |
| • | Optional - Create PO Returns from Stock or Work Orders to Vendor |
| ▪ | From Stock - reduces Qty in Stock in Warehouse |
| ▪ | Directly from Work Orders - creates a reversing Parts transaction on Items Tab |
| ► | Record Vendor Credit Memo for items returned |
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