1. Examples of business usage scenarios
The purchase order is the starting point of inventory flow in the procurement business, and it is the key to record in detail the circular flow track of enterprise logistics and accumulate the business operation information required for enterprise management decision-making. Through it, you can directly place an order with the supplier and query the receipt status and order execution status of the purchase order. Through the associated tracking of the purchase order, the processing process of the purchase business can be seen at a glance.
Second, the details of the purchase order
2.1 Purchase Order Preset Scenario
- All: The person in charge is the current user, or his subordinates or related team members include the current user, or his subordinates, or the "data sharing" rule of the purchase order is configured in "Data Rights Management" as the person in charge of the record, or the department to which the person in charge belongs The data of the current employee is shared with the current employee, or the department the current employee belongs to, or the user group the current employee belongs to, or the data of "I am in charge of the department".
- The person in charge is the current user or his subordinates.
- Or related team members include the current user or his subordinates.
- Or configure the "Data Sharing" rule of the receipt in "Data Rights Management" to share the data of the person in charge or the department to which the person in charge belongs to the current employee or the department to which the current employee belongs or the user group to which the current employee belongs.
- Or "for my department" data.
- I'm responsible: The responsible is the current user.
- I'm In: The current user is included in the related team members.
- My subordinates are in charge of: the person in charge is the subordinate of the current user.
- Participated by my subordinates: The relevant team members include the user's subordinates.
- Shared to me: Configure the "Data Sharing" rule of the storage order in "Data Rights Management" to share the data of the person in charge or the department of the person in charge with the current employee or the department of the current employee or the user of the current employee Group.
- I am in charge of the department: the current user is the department head of the main department, and the main department of the relevant team members in the record is this department. Remarks: Whether the responsible department includes all subordinate data is determined by "CRM Management-Rule Settings-Basic Settings-Superior Visible Data Scope".
- The current user is the department head of the main department.
- At the same time, the main department of the relevant team members in the record is this department.
- Remarks: Whether the responsible department includes all subordinate data is determined by "CRM Management-Rule Settings-Basic Settings-Superior Visible Data Scope".
Remark:
- "CRM Admin" can view all data.
- All records whose status is "Obsolete" can only be seen by the "CRM administrator", and no other personnel can see it.
2.2 Business Operations of Purchase Orders
2.2.1 Create a new purchase order
- Manually created entry: [Purchase Order] list page.
- Import, see Import for details
- When creating a new purchase order, you first need to select the supplier, purchase date, and then select the product to be purchased. Fields for purchase order products can be defined in "CRM Management-Field Management-Purchase Order Product Fields".
- Purchase order product: The data comes from the product object, but the status of the product must be "available". After selecting the product to be purchased, enter the quantity to purchase.
- Fixed approval process: You can create an approval process in the approval process management. When a new purchase order is created, the approval process can be automatically triggered and executed. See 【Approval Flow Management】 for details
- Note: Regardless of whether the approval status of the purchase order is confirmed or not, it can be referenced by related objects. After the purchase order is approved, it cannot be modified or withdrawn, and printing is supported.
2.2.2 Generate Purchase Receipt Doc
- After the purchase order is confirmed, a purchase receipt document can be created based on the purchase order, and the purchase receipt document is a receipt document of the purchase warehouse-in business type. the
- For each purchase order, one or more purchase receipt documents can be created. If multiple purchase receipt documents are created, the sum of the purchased product quantities of these purchase receipt documents cannot exceed the corresponding quantity of the purchase order product.
- After the purchase receipt document is confirmed, the system will update the storage status of the purchase order. When all purchase order products have been stored, the status of the purchase order will be changed to stored.
2.2.3 Replacement Confirmer
- Business description: In the process of process flow, the confirmer can be replaced due to reasons such as the resignation or job transfer of the current pending person.
- Business operation conditions: In the approval process, the status of the purchase order is "confirming".
- The employees or roles that can perform this operation are: Approval node confirmer.
- Business operation entry: "Purchase Order" details page.
2.2.4 Withdrawal
- Business description: When a purchase order is submitted and confirmed by the next node processor, the previous node processor can withdraw the process, and the pending purchase order of the next node processor will be cancelled.
- Business operation conditions: In the approval process, the status of the purchase order is "confirming".
- The employees or roles who can perform this operation are: the person in charge, the superior of the person in charge, the relevant team members with "read and write" permissions, and the superiors of the relevant team members, the party whose data is shared and with "read and write" permissions.
- Business operation entry: "Purchase Order" details page.
2.3 General business operations for purchase orders
- See Common List Operations for common operations on the list page
- Add sales records, see sales records for details
- Common business operations, including changing the person in charge, adding relevant team members, printing, importing, exporting, editing, voiding, deleting, etc., see Common business operations
- Business operations combined with collaborative office, including forwarding, scheduling, reminders, making phone calls, sending emails, etc., see Common business for details Action