procurement

This application is an Additional Feature. The corresponding config set can be found here.

When importing this config set, the procurement folder including the folder structure is created for the purchasing process. The following objects are created:

Application

The purchasing process can be mapped in different ways. For example, the following variants are available:

Option 1

Create an open outlay on the corresponding project. Select a Typ, carry in the field Text what is to be charged, a corresponding Betrag, the Status and a Lieferanten on the Addresses page. The outlay is thus automatically stored in the Open outlays subfolder of the Procurement folder, where, among other things, the StatusGeplant, Bestellt or Eingegangen is shown.

In the subfolder Outlays for approval, the outlay can finally be approved by activating the “Approval” checkbox.

It will appear in the Shared outlays folder. The status can be Bestellt may be amended.

As soon as the order is received, a account Creditor entered can be User Rights in the User Group Address Administrators (for the entering of vendor addresses, the user needs appropriate user rights, i.e. must be assigned to the user group Address Administrators).  Auslagen zuordnen the corresponding outlay) can be assigned by checkbox:

After that, an invoice can be created on the project, on which the outlay can be charged. Once charged, it appears in the Settle outlays folder.

Creditors without outlays, suppliers and outlays in projects can be viewed in the Evaluations folder.

Option 2

In contrast to variant 1, the order is placed and executed externally. Thus, the creditor is the first object in Vertec. After an approval process, the outlays are entered on the project. The goods receipt and charging are ultimately the same in both variants.

Requirements and Download

• The Purchases module must be licensed.

Important information before importing the config set can be found in the Worth knowing about the additional features article. Config sets modify data in Vertec, which can overwrite existing data.

The exact import process can be found in the Articles about the config sets.

Download the additional feature with the following download link:

The following objects are created by importing the config set: