The purchasing process in Compiere ERP is directly related to Materials Management which involves the business processes such as requisition creation, purchase order, vendor invoice receipts, and processing payments.
Requisitions may be created from Material Replenishment Reports automatically or by entering manually. A sample workflow implementation is delivered with the standard product that needs excess Requisitions of $100 to be approved. Once approved, a Requisitions report is prepared and may create purchase orders.
This workflow is provided as an indication of how a Document Workflow can be setup. In Compiere, Approved Requisitions will generate Purchase Orders automatically.
Purchase Orders in Compiere ERP
Purchase Orders can be created and consolidated (if needed) from Material Replenishment Reports, Requisitions, Sales Orders, projects, or entered manually. Compiere ERP supports 2-way and 3-way matching with receiving & invoicing documentation. Following matching, Purchase Orders (PO) are closed automatically to reduce overhead on the PO screens, but still accessible via reports.
Material Receipts in Compiere ERP
Material Receipts (MR) are processed by creating a material receipt record. MR records are then matched to the Purchase Order (PO) or Vendor Invoice. MR records can be automatically generated and matched automatically from Purchase Orders (PO) or Vendor Invoices to eliminate the need of additional data entry.
Return to Vendor Process of Compiere ERP
Compiere ERP can automate the return-to-vendor processes by using Vendor Return Materials Authorization (RMA). Vendor RMAs are linked to the original Purchase Order (PO) and Material Receipt (MR). The Vendor Return Policy is used to control if the returned goods are eligible for return or not. Any misleading in the return policy can be surpassed by users with the “Override Return Policy” privilege. Vendor RMAs can be matched to Return to Vendor transactions and Credit Memos. Return to vendor transactions can be generated from a Vendor RMA or entered directly as new documents. All the details of the Vendor RMA are automatically copied over to the Return to Vendor if created using Vendor RMA. The Generate Credit Memo process can be used to generate the Credit Memo. Alternatively, the Credit Memo can be manually entered and matched to the Return to Vendor transaction.
Vendor Invoices in Compiere ERP
Vendor Invoices are entered based on the vendor’s invoice document or may be created from (and matched with) Purchase Orders (PO) or Material Receipts (MR) as Recipient Created Tax Invoices. MR can also be created automatically from the vendor invoice when the invoice and shipment are received at the same time.
Payments in Compiere ERP
Based on payment terms, Payments are generated. Compiere ERP allows payment discounts to be optimized. Payments can be done directly using debit transactions or by using Compiere ERP check printing facilities. Also, Payments can be performed with credit card and the transaction information can be recorded while entering the Purchase Order or Invoice.
Compiere ERP covers all the business processes required in Purchasing process
