Configure Purchase Processes

Before you can start managing purchase processes, you need to configure the rules and values that define the company's purchasing policies.

First, you must define the general setup, such as which purchase documents are required and how their values are posted. This general setup is typically performed once during the initial implementation. Initial values may be set up automatically with the Setup Questionnaire, which is a component of the Rapid Implementation Methodology toolkit.

You must also set up the periodic or daily tasks needed for registering information about the company's vendors. Each vendor is represented as a vendor card that holds master data to define the rules and values that apply to the vendor.

A separate series of tasks related to creating vendor master data is to record the vendors' discount and price agreements in windows linked to the vendor cards.

The following table describes a sequence of tasks with links to the topics that describe them. These tasks are listed in the order in which they are generally performed.

To	See
Configure general rules about purchase processing, how values are posted, and which document number series to use.	Set Up General Purchasing Rules and Values
Enter information about new vendors to define how to handle purchase processes with each vendor.	Create New Vendor Accounts
Enter the different discounts and alternative prices that the vendor grants depending on item, quantities, or date.	Record Purchase Price, Discount, and Payment Agreements

See Also

Other Resources

Configure Sales Processes
Design Products
Configure Finance Processes
Application Setup and Administration