Purchase order procedureThe purchase order procedure covers the complete administrative procedure for purchasing goods or services. The procedure includes these steps: Step 1. Creating purchase orders In the Purchase Order - Lines (tdpur4100m900) session, purchase orders can be created:
Step 2. Approving purchase orders After purchase orders are created, purchase order approval is a mandatory step in the purchase order procedure. The execution of the order procedure activities can start when you approve the order. Step 3. Printing purchase orders After the order is registered and approved, you can print the purchase order and send it to the buy-from business partner as confirmation. The Print Purchase Orders (tdpur4401m000) session is mandatory only if you communicate the purchase order to the buy-from business partner by mail or electronic data interchange (EDI). If you use the phone to communicate purchase orders, this step is optional. After the purchase order is printed, you can still modify the purchase order. Step 4. Releasing purchase orders to Warehousing After the buy-from business partner is informed about the purchase order and the purchase order is approved, you can release the purchase order to Warehousing in the Release Purchase Orders to Warehousing (tdpur4246m000) session. The warehousing department is now informed about the goods to be expected. When purchase orders are released to the warehouse, several activities are triggered in Warehouse Orders, starting with warehouse order creation in the Warehousing Orders (whinh2100m000) session. The activities in Warehouse Orders depend on the warehouse order type that is linked to the purchase order type. To link a warehousing order type to a purchase order type:
It is not mandatory to release purchase orders for cost items and service items to Warehousing. This depends on the setting of the Release to Warehouse check box in the Items - Purchase (tdipu0101m000) session. Direct deliveries are never released to warehousing. Step 5. Receiving the purchased goods You can record the receipts of purchased goods in Warehousing or Procurement.
After a receipt is confirmed in the Purchase Receipts (tdpur4106m000) session, you can no longer change the receipt data in this session. However, you can still change specific receipt data in the Correct Purchase Receipt (tdpur4106s100) session. When the goods are received, the prices and discounts of the goods may be changed. Use the Change Price and Discounts after Receipt (tdpur4122m000) session to maintain prices and discounts. Step 6. Paying the purchased goods To manage the payment of the purchased goods, use Accounts Payable (ACP). You can carry out this process only if the Financials package is implemented. In the purchase order procedure, the business partner does not need to send an invoice. Instead, you can use self-billing to automatically generate invoices for the purchased goods. Self-billing is typically used if you have:
Self-billing is controlled by these fields in the Purchase Orders (tdpur4100m000) and Purchase Order Lines (tdpur4101m000) sessions:
Step 7. Processing purchase orders At the end of the purchase order procedure, all purchase orders must be processed in the Process Delivered Purchase Orders (tdpur4223m000) session. The processed purchase orders are transferred from the regular database to the history database.
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