June

2011

V6.2

Training Course
OPE201: Fundamental Purchasing
 Sage ERP X3 Fundamentals Sage ERP X3 Advanced Sage ERP X3 Expert

Distribution
Contracts (Purchasing and Sales) Distribution and
CB 101 102 Loan Orders Inventory
Introduction & Packaging & Shipment Preparation
Purchasing Subcontracts
Purchasing Signature Management
Functional Overview Pre-Allocations (Pegging Function)
Sales and Purchasing Prepayments
(3 days) TEC102
Sales Reps and Commissions Radio Terminals
Development Sourcing: RFQs, Responses
Carrier Management
(4 days) Inter-Site and Intercompany Transactions Manufacturing (5 days)
Invoice Elements (Purchasing & Sales) Configurator
Kits, Options & Variants
Weighing
Price List Management (Advanced)
TEC103 Manufacturing (4 days) Optimisation ILOG

Installation Advanced Global Manufacturing

Production Costing Finance
(4 days)
Finance Multi-Legislation Set Up
Bank Communication & Reconciliation Operating Budgets
FIN201 - Budget Control/ Analytical Budget
Analytical Allocations
Finance Financial Data Extraction
(4 days) Statements & Reminders Factoring
Automatic Journals & Dimension Defaults
Advanced Payment Transactions
Month and Year End Processes Tools & Development
OPE201 - TEC101 - Fixed Assets Using BI in Sage ERP X3
Common Tools Inventory (3 days) Java Bridge Serveur
Distribution Components
(3 days) (3 days) Allocation Rules (Advanced)
Stock Counts EDM Version One
You Web Services
Serial Number Management
Are Crystal Reports
Reodering Replenishment Storage Plan
Here Valuation Methods and Price Adjustments
and cost calculations
OPE202 - OPE203 - Quality Control & Sampling
Inventory Manufacturing
Tools & Development
(2 days) (3 days) Advanced Common Tools
Advanced Development

Course Map
2 / Sage 2011 OPE201: Fundamental Purchasing
Objectives

Introduce the core purchasing processes supported by Sage ERP X3.

Review the integration of purchasing with the sales, stock,
manufacturing and accounting modules

At the end of this course you will be able to:

Execute the key purchasing transactions
Initialize the purchasing processes and follow them to completion
Generate reports
Understand and set up key parameters and common data required for
purchasing in Sage ERP X3

3 / Sage 2011 OPE201: Fundamental Purchasing

Introduction

This course provides an introduction to the fundamental purchasing

functionality. Additional purchasing capabilities are included in the
following advanced courseware.

Inter site and Intercompany Transactions. (Course DIS311)

Purchasing Signature Management ... (Course DIS302)
Contracts (Purchasing and Sales) ... (Course DIS303)
Invoice Elements (Purchasing and Sales) . (Course DIS309)
Price List Management (Advanced) .... (Course DIS301)
Sales and Purchasing Prepayments .. (Course DIS312)
Purchasing Subcontracts .. (Course DIS402)

4 / Sage 2011 OPE201: Fundamental Purchasing

Course Content

Overview
Reminder of previous course Receipt
Flow to generate a receipt
Purchase requests Transaction
Purchase request flow
Closing purchase request
Returns
Request for quotes Flow to generate a return
Request for quote flow Transaction
Responses
Reminders and price list generation
Invoices & Credit notes
Planning/ordering Invoice methodology
Planning/ordering Invoice controls
Grouping
Utilities
Purchase orders Utilities
Item & supplier features Inquires
Flow
Buyer planning
Transaction
Back to back orders

5 / Sage 2011 OPE201: Fundamental Purchasing

Course Content

Overview
Reminder of previous course Receipt
Flow to generate a receipt
Purchase requests Transaction
Purchase request flow
Closing purchase request
Returns
Request for quotes Flow to generate a return
Request for quote flow Transaction
Responses
Reminders and price list generation
Invoices & Credit notes
Planning/ordering Invoice methodology
Planning/ordering Invoice controls
Grouping
Utilities
Purchase orders Utilities
Item & supplier features Inquires
Flow
Buyer planning
Transaction
Back to back orders

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Overview

All purchasing transactions are associated with a site. The site must
be marked as a purchasing site for use during purchasing activities.

Purchasing in Sage ERP X3 includes purchase requests

(requisitions), quotes, planning, orders, receipts, returns and
invoices

All purchasing are linked to suppliers

Each purchase document must include at least one product line

The purchasing process can be initialized from many different

starting points: purchase request, order, receipt or invoice

7 / Sage 2011 OPE201: Fundamental Purchasing

Overview
The different purchasing steps/flows

Purchase request Request for quote Purchase order Receipt Invoices

(GESPSH) (GESPOH) (GESPTH) (GESPIH)

Purchase request Purchase order Receipt Invoices

(GESPSH) (GESPOH) (GESPTH) (GESPIH)

Purchase order Receipt Invoices

(GESPOH) (GESPTH) (GESPIH)

Purchase order Invoices

and
(GESPOH) (GESPIH)

Supplier Product

Prices Receipt Invoices

(GESPTH) (GESPIH)

Invoices
8 / Sage 2011 OPE201: Fundamental Purchasing (GESPIH)
Overview

Purchases normally pass through a sequence of request, order,

receipt and invoice.

Purchases can be for stocked or non-stock managed product.

Unexpected receipts can be performed.

Invoices can be created for non-stock managed products (ex :

electric bill)

9 / Sage 2011 OPE201: Fundamental Purchasing

 Overview
Exercise n 1

10 / Sage 2011 OPE201: Fundamental Purchasing

Course Content

Overview
Reminder of previous course Receipt
Flow to generate a receipt
Purchase requests Transaction
Purchase request flow
Closing purchase request
Returns
Request for quotes Flow to generate a return
Request for quote flow Transaction
Responses
Reminders and price list generation
Invoices & Credit notes
Planning/ordering Invoice methodology
Planning/ordering Invoice controls
Grouping
Utilities
Purchase orders Utilities
Item & supplier features Inquires
Flow
Buyer planning
Transaction
Back to back orders

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Purchase requests

Used to manage and control the purchasing requests of an

organization.

The requests are used for all types of purchases such as offices
supplies (expensed), services from outside companies or normal
materials needed to supply production or customers..

Each purchase request may contain several lines.

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Purchase request
Purchase request flow

Pre
Commitment
commitment
Product

Supplier and
Purchase request Purchase order
(GESPSH) (GESPOH)

Prices Signature process

PR approval process

13 / Sage 2011 OPE201: Fundamental Purchasing

Purchase requests Purchasing > Requests > Requests

Prerequisits

Purchased
Category
item
Empty or
Life end date
after the PR
Active Yes

Requester Product Quantity Misc.

and site selection and unit Activities

Request Receipt Other

date site and Info
date

Supplier Signatures
Project
Price automatic Order date
search Prices
Dimensions
Purchase type
External reports Purchase request notes (BONDA)
Reports Purchase request list (PREQUISE)
Reports Detail purchase request list (PREQUISL)
Queries Purchase request to process (ACH009)
Queries Late Purchase request (ACH029)
Queries Purchased requests not ordered (ACH030)
Queries Purchase request not signed (ACH031)
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Purchase requests

Closing purchase requests

Once closed, it can no longer be used.

Two ways to close a purchase request:

Purchasing > Requests > Requests

Using the button close that will close the entire request

Using the right click on the lines in order to close just the
selected line

Purchasing > Requests > Close

Batch function that enables to close all the purchase requests
meeting the specified selection criteria

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Purchase requests
The following settings should be carried out for this function :

All the general parameter set on groups ACH and BUD

The sequence number PSH

The activity code PSH that defines the maximum

number of lines that a purchase request may contain

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Prices

Price entry is dependant on parameterisation.

In Sage ERP X3, it is not necessary to enter prices for a conventional pairing of
Product/Supplier
Prices can be based upon any attributes which relate to the context of a
Purchase

Price entry screens are built using any criteria we like.

Prices are entered into a Price code using the parameterised screen.
Look at an example.
Purchasing > Prices > Price Entry Code T20
This is a conventional entry by Product/Supplier
Parameters > Purchasing > Prices > Parameters Code T20
This is the parameterisation which defines this Price Code

This topic is covered in more detail in the Advanced Distribution training

17 / Sage 2011 OPE201: Fundamental Purchasing

 Purchase requests
Exercise n 2.1. Purchase request

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Course Content

Overview
Reminder of previous course Receipt
Flow to generate a receipt
Purchase requests Transaction
Purchase request flow
Closing purchase request
Returns
Request for quotes Flow to generate a return
Request for quote flow Transaction
Responses
Reminders and price list generation
Invoices & Credit notes
Planning/ordering Invoice methodology
Planning/ordering Invoice controls
Grouping
Utilities
Purchase orders Utilities
Item & supplier features Inquires
Flow
Buyer planning
Transaction
Back to back orders

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Requests for quotes Purchasing > RFQs > RFQ

Used to look and evaluate a supplier or a group of suppliers by

collecting key sourcing data such as price, quantity, delivery lead-
times...

Text may be used to denote special conditions or terms

Quotes can contain many lines. A line consists of either an existing

product or a new one (undefined).

Each request for quote (RFQ) has a unique number. Activities with the
different suppliers are recorded concerning the RFQ and the line. This
allows result comparison and analysis of the responses.

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Purchase request for quote
Purchase request flow

Purchase request Request for quote Responses

Reminder Price list generation
(GESPSH) (GESPQH) (GESPPD) (FUNPPD3)
BONAOF2 - RFQ notes

Send Reminders (if required)

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Requests for quotes Purchasing > RFQs > RFQ

Order
Misc. Receipt request is
info date existing

Request for
Product, Quantity quotes notes
(BONAOF2)
unit and and unit
quantity

Suppliers to quote selection

Supplier type
Responses number
Reminders number and date
Printing status

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Requests for quotes Purchasing > RFQs > Responses

Responses

Used to record the supplier responses to a RFQ

There are several objectives in collecting responses:

Compare the responses of the suppliers

Use these responses to generate price lists automatically
Create a purchase order

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Requests for quotes Purchasing > RFQs > Responses

Responses

Site & Response Price

supplier date information

RFQ Supplier
number Product
and line number &
description

Price reason
Purchase unit
Quantity ranges
Delivery lead time
Receipt date
Currency
Price converter
Unit price
Validity date
Discounts and charges according to the price list structure

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Requests for quotes Purchasing > RFQs > Responses

Reminders

Used to record the number of reminders and the last reminders date for
each supplier on the quote.

Price list generation

Used to generate lines on existing or new price lists or to generate new

price lists from the RFQ responses provided by a supplier. This
processing can be initiated once responses have been entered and are
deemed satisfactory.

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Course Content

Overview
Reminder of previous course Receipt
Flow to generate a receipt
Purchase requests Transaction
Purchase request flow
Closing purchase request
Returns
Request for quotes Flow to generate a return
Request for quote flow Transaction
Responses
Reminders and price list generation
Invoices & Credit notes
Planning/ordering Invoice methodology
Planning/ordering Invoice controls
Grouping
Utilities
Purchase orders Utilities
Item & supplier features Inquires
Flow
Buyer planning
Transaction
Back to back orders

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Planning/Ordering
A useful tool for material managers and/or buyers to view and act on
requirements/demands generated by the organization.

Enterprise planning: Purchasing > Ordering > Enterprise planning

A multi-site, multi-product view of the events referenced over a given period.

Highlights critical events of users activities
Takes into account suggestions (MPS, MRP and statistical reordering)
Generates orders for restocking
Consumes POP on a purchasing contract

Planning workbench: Purchasing > Ordering > Planning workbench

View of the projected stock of a product over a given site and time period
Takes into account suggestions (MPS, MRP and statistical reordering)
View/Edit requirements
Generates firm or planned orders.

27 / Sage 2011 OPE201: Fundamental Purchasing

 Planning/Ordering
Exercise n 2.2. Planning/ordering

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Planning/Ordering Purchasing > Ordering > Grouping

Grouping allows the consolidation of many requirements (demands)

for one or more suppliers into one or more replenishment orders.

Key features:
Select the orders to be converted to either purchase requests or purchase
orders
Can generate purchase actions for one or many suppliers at once
A global processing equivalent to the enterprise and planning workbenches
Differentiate the internal requirements (internal vs. external)

Supplier Purchase Supplier Supplier Invoice

A A Receipt A
Order control
PR

PR Grouping of automatic generation

requirements
PR
Supplier Purchase Supplier Supplier Invoice
Receipt
B Order B B control

29 / Sage 2011 OPE201: Fundamental Purchasing

 Planning/Ordering
Exercise n 2.3. Grouping

30 / Sage 2011 OPE201: Fundamental Purchasing

Course Content

Overview
Reminder of previous course Receipt
Flow to generate a receipt
Purchase requests Transaction
Purchase request flow
Closing purchase request
Returns
Request for quotes Flow to generate a return
Request for quote flow Transaction
Responses
Reminders and price list generation
Invoices & Credit notes
Planning/ordering Invoice methodology
Planning/ordering Invoice controls
Grouping
Utilities
Purchase orders Utilities
Item & supplier features Inquires
Flow
Buyer planning
Transaction
Back to back orders

31 / Sage 2011 OPE201: Fundamental Purchasing

 Product features required for purchase

Mandatory fields for purchasing Product-site controls (optional)

Category Type of flow = Bought Quality control & sampling

Stock managed Buyers & planner management
Status = Active or not stocked Lots management
Location management
Service life end Empty or within range

Purchase Unit Input

Tax level Input

Accounting code Input

Quantity based fields

Delivery tolerance %
Mandatory PO request
Product Controls (optional)

Crossed coded product - supplier

Received product (choice for non-stock
Line document
Supplier based fields
only) control
Direct orders Price settings Parameters :
Package Unit Minimum order quantities
Purchasing lead times Product supplier attributes POHMINQTY
Receipt cost factor
ITMBPS

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Supplier features required for purchase

Attributes linked to addresses

Order address
Invoice address
Payment address

Financial attributes

Currency
Tax rule
Accounting code
Payment terms

Attributes linked to controls

Other Attributes Minimum amount order

Document global Multi-line order
Price structure controls Credit control & Dispute status
Type of supplier

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Purchase orders
This function manages:
Different types of orders (classic, inter-sites, inter-companies, Back-
to-Back PO, sub-contracting)
Revisions and the receipt acknowledgment
Prepayments

/ Sage 2011
 Purchase orders
Purchasing > Orders > Orders
Main features of a purchase order

Possible to be
picked from a
RFQ,POS and
POP Accounting
Site. Product Quantity & Unit Information

Supplier Receipt site Price & Misc.

& address & discount Information
location s
Defaulted information: Order type:
Addresses intercompany Quality control;
Shipping rules Inter site Defaulted by the
price list Origin country;
Invoicing rules normal Intrastat factor;
Credit control rules Product tax code;
Invoicing elements
External reports Fixd footer purch order notes (BONCDE2)
External reports Tx-inc fxd f purch order notes (BONTTC2 )
Reports PO listing/receiving worksheet (PORDERE)
Reports Detail purchase order list (PORDERL)
Queries Orders to receive / supplier (ACH018)
Queries Orders to sign (ACH020)
Queries Late orders (ACH021)
Queries Prepayments not paid (ACH023)
Queries Orders not invoiced (ACH039)
Queries Ending todays receipts (STO001)
Approval Queries Order to receive lines (STO006)

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Purchase orders
Functions available from purchase order maintenance :

Signatures: Header and footer text Address: Options:

Possibility to approve if the right user Order address Customs information
Signatures history Shipment address Prepayments
Signature management Order status
Order enquiry
Transactions
Journal traceability
Settings that should be completed/review prior to purchasing

Default sequence counter POH

All the general parameter set on group ACH and BUD. These
same modules contain also the parameter values for the purchase requests.

Activity code : ANA, DEB, POH, PPR, STI and STS

They control the way the POs are managed

36 / Sage 2011 OPE201: Fundamental Purchasing

Back-to-Back orders

Back-to-Back orders are typically used for products which are

subject to special orders, purchased on demand or where the order
quantity makes it logistically advantageous.

Two styles of Back-to-Back purchase orders exist:

Received and Shipped.
These are managed in a conventional way by Receipt, which automatically
allocates to the Sales Order, and Shipment.
Direct
These are delivered Direct to the Customer by the Supplier.

The definitions for the situations leading to Back-to-Back orders are

managed in Sales
This topic is covered in more detail in the Sales module of this course

37 / Sage 2011 OPE201: Fundamental Purchasing

Inter-Site and Inter-Company orders

According to the parameterisation, a Purchase Order created for a

Supplier, who is another Site in the Folder, can automatically create
the mirror Sales Order.

The Site can be part of the same, or another, company

We use the descriptions
Inter-Site (within the same company)
Inter-Company (between sites of different companies)
Inter-Site orders have no commercial conditions and can not be Invoiced

The flows of Shipments/Receipts, Invoices, Returns, Credits and

Contract orders, and the Invoicing of Stock transfers, are also
managed.
This topic is covered in more detail in the Advanced Distribution training

38 / Sage 2011 OPE201: Fundamental Purchasing

 POs in Buyer Planning Purchasing > Orders > Buyer Planning

Buyer planning a workbench-style function that allows the processing

of lines for different suppliers, into multiple orders, using the
parameterization of the PO Entry

Site, date, etc

Dimensions
Planned O
Quantity receipt Dimensions
Product & units date inform.
R
D
E
Location Supplier Price R
reference inform. S
By right-click

Requirements to
Consider
39 / Sage 2011 OPE201: Fundamental Purchasing
 Prerequisites for back to
back orders

Purchase orders
Exercise n 2.4. Purchase orders and Buyer Planning

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Course Content

Overview
Reminder of previous course Receipt
Flow to generate a receipt
Purchase requests Transaction
Purchase request flow
Closing purchase request
Returns
Request for quotes Flow to generate a return
Request for quote flow Transaction
Responses
Reminders and price list generation
Invoices & Credit notes
Planning/ordering Invoice methodology
Planning/ordering Invoice controls
Grouping
Utilities
Purchase orders Utilities
Item & supplier features Inquires
Flow
Buyer planning
Transaction
Back to back orders

41 / Sage 2011 OPE201: Fundamental Purchasing

Receipts
Receipt is the physical flow of stock entry.

Sales deliveries => inter site transferences

Direct receptions PTHDIR Direct receipts Receipts Stock management

Purchase Orders Signature process Stock entry if applicable

PO must be approved
Authorized status in stock
management rules

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 Purchasing > Receipts > Receipts

Receipts Receipt cost factor

Purchase cost & company currency
Transaction group
Transaction Accounting information
Purchase type
Origin country
Tax code;
Standard or a subcontracting receipt
Invoicing elements
Miscellaneous stock data (lot)
The product must
Receipt be flagged as
date and received
packing Product Other
Site. slip Product status info.

Supplier Dock location Quantity Price &

& Unit discounts

Defaulted information: Receipt type:

All these fields are defaulted if the line is not direct
Currency Intercompany
Rate type Inter site
normal
Report Receipt notes (BONRCP)
Reports Purchase receipt list (PRECEIPTE)
Reports Detail purchase receipt list (PRECEIPTL)
Queries Receipt not posted (ACH032)
Queries Receipt not invoiced (ACH033)
Queries Invoices to declare (ACH038)
Queries Detail receipts not invoiced(ACH040)
Queries Receipt not closed today (CPT007)

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Receipts
Functions available from the receipts

Header and footer text Address: Options:

Shipment address Selection criteria
Customs information
Dimension header
Receipt situation
Receipt inquiry
Transaction
ADD INFO. Pay-to-supplier address, shipping mode and packing
Journal traceability

CLOSE. The receipt is closed and it will be no longer available for invoicing

Settings that should be carried out for this function

Sequence counter PTH

Activity Code PTH

It controls the maximum number of lines in the receipt screen

44 / Sage 2011 OPE201: Fundamental Purchasing

 Receipts
Exercise n 2.5. - Receipt

45 / Sage 2011 OPE201: Fundamental Purchasing

Course Content

Overview
Reminder of previous course Receipt
Flow to generate a receipt
Purchase requests Transaction
Purchase request flow
Closing purchase request
Returns
Request for quotes Flow to generate a return
Request for quote flow Transaction
Responses
Reminders and price list generation
Invoices & Credit notes
Planning/ordering Invoice methodology
Planning/ordering Invoice controls
Grouping
Utilities
Purchase orders Utilities
Item & supplier features Inquires
Flow
Buyer planning
Transaction
Back to back orders

46 / Sage 2011 OPE201: Fundamental Purchasing

Returns
Returns flow

PRTNQTY Return in
status A
For products not
managed in stock

PNHDIR Direct
Direct returns returns

Returns Return validation PURRMA

Return
authorization

Purchase receipts Stock issue

Authorized status in stock

management rules for
products managed in stock

47 / Sage 2011 OPE201: Fundamental Purchasing

 Returns
Purchasing > Returns > Returns
Transaction Transaction group
Accounting information
Destination country
Tax code
Invoicing elements
Default information: Receipt type:
Currency Intercompany
Rate type Inter site
Normal
Product Credit
Site. Supplier Product status on hold

Return Return Quant. Price & Other

date + reason & Unit discounts info
buyer

These fields default when the line is not direct

External reports Return picking tickets (BONPRERET )
External reports Fixed footer return notes (BONRET2 )
Reports Purchase return list (PRETURNE)
Reports Detail purchase return list (PRETURNL)
Queries Returns not validated (ACH024)
Queries Returns / supplier (ACH025)
Queries Returns pending Credit Memo (ACH027)
Queries Returns not posted (ACH034)
Queries Returns to declare (ACH041)
Queries Returns not closed today (CPT008)

48 / Sage 2011 OPE201: Fundamental Purchasing

Returns
Functions available from returns

Header and footer text Address: Options:

Shipment address Selection criteria
Customs information
Dimension header
Receipt situation
Receipt inquiry
Transaction
Journal traceability
ADD INFO. Pay-to-supplier address, shipping mode and packing

CLOSE. The receipt is closed and it will be no longer available for invoicing

Settings that should be carried out for this function

Sequence counter PNH

Activity Code PNH

It controls the maximum number of lines in the returns screen

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 Returns
Exercise n 2.6. Returns

50 / Sage 2011 OPE201: Fundamental Purchasing

Course Content

Overview
Reminder of previous course Receipt
Flow to generate a receipt
Purchase requests Transaction
Purchase request flow
Closing purchase request
Returns
Request for quotes Flow to generate a return
Request for quote flow Transaction
Responses
Reminders and price list generation
Invoices & Credit notes
Planning/ordering Invoice methodology
Planning/ordering Invoice controls
Grouping
Utilities
Purchase orders Utilities
Item & supplier features Inquires
Flow
Buyer planning
Transaction
Back to back orders

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Invoices and Credits Parameters> Purchasing > Invoice Types

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 Invoices and Credits
Invoice and Credit flows

Inv. Type = STD

Invoice/credit notes invoices or credit
intercompany memos
PIHQTYAQR Billable
Accruals
Inv. Type = quantity
Activity code KIT = Active
Purchase receipts STD invoices

Inv. Type = Invoice

Purchase returns credit memos
Invoices Posting
on returns

Inv. Type = * Stock adjust-

Purchase orders STD invoices Invoice control ments
ACCIFA
Stock account interface

Inv. Type =
Purchase invoices STD invoices
PIHCPR
and * Issue cost
Adjustment invoices prices
complementary adjust-ments
invoices

PIHACCDAT
Accounting date
modification allowance

53 / Sage 2011 OPE201: Fundamental Purchasing

 Invoices and Credits Purchasing > Invoices> Purchase invoices

Transactions
Accounting information
Defaulted information: Tax code
Currency
Rate type
Pay to
Invoice type: Payment terms
Intercompany Discounts
Normal Tax rules
Invoice elements

Approval Quantity Other

Site. Accounting date to Pay & Unit info

Invoice Supplier Product Price &

type discounts

These fields default when line is not direct

Reports Invoice control notes (PBONFAC )

Reports Purchase invoice list (PINVOICEE)
Reports Detail purchase invoice list (PINVOICEL)
Queries invoices not posted (ACH035)
Queries Purchase invoice not posted (CPT002)
Queries Purchase accruals in progress(CPT010)
Queries Purchase invoice not posted (TRS004)

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Invoices and Credits
Functions available from a purchase invoice

Header and Address: Options: Functions:

Zooms:
footer text Billing address Selection criteria Accounting cancellation
Accounting document
Payment address Customs information
Invoice enquiry
Transaction
Journal traceability

POST Invoice. No longer modifiable and it will be posted in accounting

OPEN ITEMS management where the payment terms and status can be inquired

Settings that should be carried out for this function

Default sequence counter INP and INPC

Activity Code PIH
It controls the maximum number of lines in the invoice screen

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 Invoices and Credits
Exercise n 2.7./2.8./2.9

Invoices & Credit notes

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Course Content

Overview
Reminder of previous course Receipt
Flow to generate a receipt
Purchase requests Transaction
Purchase request flow
Closing purchase request
Returns
Request for quotes Flow to generate a return
Request for quote flow Transaction
Responses
Reminders and price list generation
Invoices & Credit notes
Planning/ordering Invoice methodology
Planning/ordering Invoice controls
Grouping
Utilities
Purchase orders Utilities
Item & supplier features Inquires
Flow
Buyer planning
Transaction
Back to back orders

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Utilities Purchasing > Utilities

Resynchronize BP balances
Function that reviews supplier related transactions and recalculates
totals that are used in various inquiries. Totals of the following
information can be corrected with this utility.
Suppliers movements
Open Orders
Open receipts
Unposted invoices

Commitment Resynchronization
This function synchronizes the purchase commitments or pre-
commitments created by the purchase request or purchase orders.
This process can be executed in either simulation mode or update
mode.

Inter-site contract control

This utility verifies the database coherence and the inter-site
contracts setup from previous Sage ERP X3 releases. A log file is
generated with any errors detected.

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Inquiries Purchasing > Inquiries

Requests Invoices
List of invoices
Invoice lines
Orders
Invoices by period
List of orders
Invoice hitlist
Order lines
Sub-contract orders
Returns
Order per period
List of returns
Return lines
Receipts Returns by period
List of receipts
Returns chart
Receipt lines
Receipts by period
Purchase journal traceability

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