Purchasing User Guide

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About this guide
Overview
Purchasing process flow
Integration of Purchasing with other Infor solutions
Purchasing user roles
OS Portal overview
Accessing FSM in Infor OS Portal
Purchase orders
Purchase order structure
Purchase order processing
Methods to create purchase orders
Retainage
Tax to items application
Example: Applying item tax
Currency determination
Manually creating purchase orders
Assigning purchase order lines
Add-on charges
Assigning purchase orders add on charges
Maintaining add on charge spreads
Assigning comments to purchase orders
Adding multiple distributions to a purchase order line
Viewing alerts
PO search
AOC Search
Receipt search
Encumbrances search
Contract costs search
Diversity code search
Audit history search
Creating purchase orders from a template
Standing contracts
Creating purchase orders from standing contracts
Maintaining interfaced purchase orders
Canceling or deleting purchase orders
Procurement templates
Creating templates from contracts
Mass changing procurement templates
Creating document templates for purchase orders by company
Creating document templates for purchase orders by vendor
Blanket Contract
Creating purchase orders from blanket contract
Copying existing purchase orders
Purchase order requests
Creating purchase orders from order requests
Adding interface to purchase order
Exceptions
Purchase order issuance
Purchase order issue methods
Issuing purchase orders
Using email to issue purchase orders
Using paper to issue purchase orders
Using eFax to issue purchase orders
EDI for issuing purchase orders
Mass issuing purchase orders
Purchase order revisions
Draft version of purchase orders
Purchase order acknowledgments
EDI purchase order acknowledgement codes
Processing purchase order acknowledgements - Purchasing
Purchase order acknowledgement results
Viewing and maintaining purchase order acknowledgements
Purchase order receiving
Manually receiving orders
Releasing received orders
Viewing released purchase order receipts
Viewing receipts that are ready to archive
Viewing receipts for dropship purchase orders
Viewing archived and closed receipts
Viewing all purchase order receipts
Audit history receipts search
Receivers
Receiver adjustments
Adjusting released receipts
Limits and tolerances on purchase orders
Buyer message receiving
Viewing unreleased receiving messages
Viewing released receiving messages
Viewing open invoice receiving messages
Viewing resolved invoice messages
Viewing spend analysis
Item handling
Item rejection
Bin level receiving
Detail receiving
Returns Merchandise Authorization (RMA)
Receipt handling
Creating receipts from open purchase orders
Interfacing receipts
Evaluated Receipts Settlement (ERS)
Vendor returns
Performing vendor returns
Assigning lines to vendor returns
Distributing vendor return lines
Assigning comments to vendor returns
Using wizard on vendor returns
Inspections
Performing inspections
Assigning lines to inspections
Assigning comments to receipt inspection lines
Purchasing period close
Report and Update mode
Received, Not Invoiced (RNI) report
Auto-reversal
Closing the purchase order period
Closing PO lines without invoicing
Purging purchase orders
Purging purchase order receipts
Procurement cards
Creating procurement card users
Approving procurement card requests
Activating procurement card requests
Canceling procurement card requests
Procurement cards integration with Payables
Procurement cards integration with Purchasing
Procurement card statements
Approving statement change
Closing statement change
Rejecting statement change
Recalculating statement charge values
Charge types
Ad hoc charges
Processing ad hoc charges
PO charges
Processing PO charges
Charge maintenance
Bank processing
Managing and approving bank charges
Creating distributions for procurement card charges
Assigning comments to procurement card charges
Closing or rejecting bank charges
Procurement card invoice and release
Creating an invoice for a bank statement
Procurement card charge import
Purchasing standard application reports and lists
Departmental procurement expenses report
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