GENERATE PURCHASE ORDER
- Navigate to “Purchase Order” Window
- In “Purchase Order” Window, Select ‘Purchase Order’ Tab
- Create New Record in ‘Purchase Order’ Tab
- In New Record, Select Target Document Type as Purchase Order, Select respective Business Partner, Select Price List then save the record. Note the document number (For Ex.: 800007)
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- Next Select ‘PO Line’ Tab – Select new record, Add product(s) and Quantity then save the record.
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- While adding products itself we can check the product availability.
- Click on Inventory (Product Info) and check the available is added.
- We can go Inventory (Product Info) from any page.
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- Go back to ‘Purchase Order’ Tab and give complete.
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- Click on print icon and take the print out of Purchase Order if needed
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GENERATE MATERIAL RECEIPT
- Navigate to “Material Receipt” Window
- In “Material Receipt” Window, Select ‘Material Receipt’ Tab
- Create New Record in ‘Material Receipt’ Tab
- In new record, Select Document Type as MM Receipt, Select respective business partner and click on ‘Create Lines From’ button to add Purchase Order document number.
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- Select the Purchase Order and verify the quantity
- We can change the quantity if needed
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- Then complete the record.
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GENERATE INVOICE
- In “Material Receipt” Window – After gave complete to the record, Click on ‘Generate Invoice from Receipt’ button, select price list and generate the invoice.
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- Note down the invoice number. (For Ex.: 1000005)
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INVOICE (VENDOR)
- Navigate to “Invoice (Vendor)” Window. Select ‘Invoice’ tab.
- Select Lookup Record and paste the invoice number.
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- After the record is opened, give complete.
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PAYMENT
- Navigate to “Payment” Window.
- Create new Record in ‘Payment’ Tab.
- In New record, Select Document Type as AP Payment, Select Bank Account, Select business partner, Select invoice and save the record.
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- After the completion of Purchase Cycle, Click on Inventory (Product Info) and check the availability of the product is updated (Increased).
- We can go Inventory (Product Info) from any page.
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- In Inventory (Product Info) select pricelist version
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STATEMENT OF ACCOUNTS
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- Navigate to “Statement of Accounts (Trans)” window
- Select the business partner, account element, date and search
- Here we can check the vendor statements