Purchasing

The Packaging Purchasing profile provides a Role Center for employees working in the procurement department. It focuses on purchase orders, vendor management, and the complete procurement process.

Role Center Overview

The Role Center displays activities and provides quick access to purchasing-related documents.

Quick Access

The following lists are directly accessible from the Role Center:

• Purchase Quotes
• Purchase Orders
• Purchase Invoices
• Purchase Return Orders
• Purchase Credit Memos
• Vendors
• Items

Create New Documents

The following documents can be created directly from the Role Center:

• Purchase Quote
• Purchase Order
• Purchase Invoice
• Purchase Return Order
• Purchase Credit Memo
• Order Proposal (Requisition Worksheet)
• Item Journal

Posted Receipts

Access to posted documents includes:

• Posted Sales Shipments
• Posted Sales Invoices
• Posted Returns
• Posted Sales Credit Memos
• Posted Purchase Receipts
• Posted Purchase Invoices

Additional Sections

• Purchasing: Blanket purchase orders and order suggestions
• Sales: Blanket sales orders and combine shipment journal

See Also

• Roles and Profiles
• Storage
• Production