From the order to onward charging

The additional feature “Procurement” simplifies the process by implementing an appropriate folder structure, menu items and user permissions. If an order is placed internally, outlays can first be created on a project. These outlays receive a status (Plan, Ordered or Received) and, depending on the setting, appear on the customer invoice or not. As soon as the order arrives, a creditor is entered, the outlay is assigned and charged via invoice.

On the outlays, it is possible to define whether the respective creditor should be invoiced or forwarded to the customer. If the order is placed externally, an account payable is first created in Vertec. After the creditor has been given approval, the outlays are entered on the project. For an optimal overview, accounts payable, suppliers and outlays are clearly displayed in the “Reviews” folder.