Procurement and sourcing home page

This article provides a list of the help articles and other resources that are available for procurement and sourcing.

Procurement and sourcing covers all steps from identifying a need for product and services, through procuring the product, receipt, invoice, and processing payment with vendors. Procurement processes can be configured toward specific business needs by defining purchasing policies and workflows. For general information, see Procurement and sourcing overview. Additional resources are listed below.

Purchase requisitions

• Purchase requisition overview
• Create a requisition for consumption
• Create a requisition that uses an RFQ
• Set up permissions for ordering products on behalf of someone else

Requests for quotation

• Requests for quotation (RFQs) overview
• Create a request for quotation
• Enter and compare RFQ bids and award contracts
• Create a scoring method for RFQs
• Create solicitation types and scoring criteria for RFQs

Vendor management and collaboration

• Set up vendor accounts
• Create a vendor account
• Create a vendor bank account
• Search for vendors
• Approve vendors for specific products
• Vendor collaboration with external vendors
• Vendor collaboration with customers
• Manage vendor collaboration users
• Set up and maintain vendor collaboration
• Inbound consignment inventory demo script(white paper)
• Monitor consignment inventory using vendor collaboration

Procurement product management

• Procurement catalogs overview
• Create purchase orders
• Importing vendor catalogs (blog post)
• Set up a procurement category hierarchy
• Set up policies for procurement category hierarchies
• Approve vendors for specific procurement categories

Procurement

• Purchase order overview
• Purchase order creation
• Approve and confirm purchase orders
• Create a purchase order
• Create a repeat purchase order
• Create a purchase order from a sales order
• Create a purchase order for a one-time supplier
• Create a purchase order with a delivery schedule
• Create a purchase return order
• Apply a purchase agreement when creating a purchase order
• Create a consignment replenishment order

Prices and discounts

• Purchase agreements
• Create a purchase agreement

Product receipt and invoicing

• Product receipt against purchase orders
• Overview of vendor invoices
• Vendor posting profiles

Procurement and sourcing workflows

• Procurement and sourcing overview
• Procurement and sourcing workflows
• Record the receipt of goods on the purchase order
• Purchase requisition workflow
• Defining business process workflows for purchase requisitions (white paper)
• Purchasing policies overview
• Create purchasing policies