Wiki source code of 2 PECOS P2P
Last modified by Admin User on 2023/06/30 10:27
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1.1 | 1 | The contents are designed for users who need to create and manage Purchase Requisitions, Receipts and Manage Orders. |
| 2 | It provides a source of reference for all requisitioning activities and is laid out in easy to follow sections which cover each topic using a step by step approach. | ||
| 3 | |||
| 4 | * Building Requisitions ([[Shopping Basket>>doc:PECOS P2P.3 Searching.3-1The Shopping Basket]] [[image:cartIcon.png||height="15" width="15"]]) by [[Searching>>doc:PECOS P2P.3 Searching.WebHome]] for Items to add or [[Adding non-catalogue Items>>doc:.4Non-Catalogue Items.WebHome]]. | ||
| 5 | * Managing the detail of the [[Basket>>doc:.5Manage the Shopping Basket.WebHome]] (delivery information, quantity, price) setting the [[Finance Accounts [[image:search_directory_icon.png||height="15" width="15"]]>>doc:.5Manage the Shopping Basket.5-6Financial Tracking and Tax.WebHome]] that will pay for the line items and adding [[Comments, Attachments and Item Information[[image:attch_empty.png||height="15" width="15"]]>>doc:.5Manage the Shopping Basket.5-9Comments, Attachments and Item Information.WebHome]] required by suppliers and approvers. | ||
| 6 | * [[Submitting the Requisition (Basket)>>doc:.5Manage the Shopping Basket.5-11Submitting the Basket]] for approval which are then turned into orders that are transmitted to suppliers. | ||
| 7 | * PECOS enables each organisation to apply its business approval processes and rules to the submitted requisitions and orders which may result in these being [[Returned>>doc:.11Returned Orders and Requisitions.11-2 Returned Orders]] for amendment or [[Cancellation>>doc:.10 Cancellation.WebHome]]. | ||
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| 9 | When there are orders that repeat on a regular basis PECOS supports this through both: | ||
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| 11 | * [[Blanket Orders>>doc:.7Blanket Orders.WebHome]] (also referred to as //"Contract Orders"// or //"Call-Off Orders"//) | ||
| 12 | and | ||
| 13 | * [[Templates>>doc:.6Templates.WebHome]] (list of line items that are ordered on a regular basis which can be shared or saved as private) | ||
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| 15 | Once submitted, users will need to find their documents (requisitions, orders or related invoices) using the [[Document Search>>doc:.8 Document Search.WebHome]] so they can undertake further processing such as: | ||
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| 17 | * Check their [[Status>>doc:.8 Document Search.8-5 Document Statuses]] | ||
| 18 | * Record [[Receipts>>doc:.12Receiving.WebHome]] or [[Returns>>doc:.13Returns.WebHome]] of line items | ||
| 19 | * Process [[Change Orders>>doc:.9Change Orders.WebHome]] | ||
| 20 | * Entering and Settling Invoices | ||
| 21 | |||
| 22 | Occasionally an order or a requisition needs to be [[Cancelled>>doc:.10 Cancellation.WebHome]] | ||
| 23 | |||
| 24 | For detail on the generic elements of PECOS you should explore the specific help on using PECOS or the additional module on [[PECOS Reporting >>doc:PECOS Reports.WebHome]]. | ||
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| 26 | For Administrators who configure the PECOS application suite they should reference Administering PECOS. |