Request a purchase, compare suppliers and use agreements¶
Turn an internal requirement into an approved request and a traceable supplier order. Use alternative quotations or a blanket order when appropriate.
Before you start¶
Have the required products or services, quantities, required dates and approver. Purchasing must review supplier and Brazilian fiscal information before confirming an order.
Step by step¶
1. Request approval¶
Open Purchase Requests and create a request with requester, description, company, required dates and lines. Save and choose Request approval. The responsible approver reviews the justification and chooses Approve or Reject; record the reason for a rejection.
2. Create and compare quotations¶
On an approved or in-progress request, choose Create RFQ. Check supplier, selected lines and quantities in the assistant. Open the resulting quotation and verify its request links. Use Create Alternative to consult another supplier, then Compare Product Lines to compare price, quantity and delivery date. Review whether unused alternatives should be kept or cancelled.
3. Release orders against an agreement¶
For recurring purchases, open Blanket Orders, set supplier, validity, products, quantities and prices, and confirm the agreement. Create quotations from it as each purchase is needed. Check agreement references and accumulated quantities before each order; an agreement itself is not a receipt or supplier bill.
4. Track receipt and close the request¶
Confirm the reviewed purchase order and follow its receipts and bills. Use the request counters to inspect linked orders and transfers. Mark the request Done when its requirement has been fulfilled or otherwise resolved, documenting partial fulfillment.
Expected result¶
A chain from requester approval to quotation, purchase order and received quantity.
If something goes wrong¶
If Create RFQ is unavailable, check approval state and remaining quantity. Before generating another quotation, inspect the existing purchase links. Approval of the internal request does not replace review of prices, tax operation or supplier bill.