Dynamics AX R2 Business Series-procurement business process

In the blog Dynamics AX R2 Business series, Reinhard has made a plan for this series, so let's start with the business as planned.

International practice, starting from procurement.

1. Main responsibilities of purchasing

To put it simply, the main responsibility of procurement is to obtain raw materials from suppliers to ensure the production and operation of the enterprise.

Comprehensively point out that the main responsibility of procurement is quality and quantity, timely and appropriate price for the production and operation of enterprises to provide raw materials. Quality, mainly refers to the procurement to do a good job of supplier qualification assessment, and to cooperate with quality control of raw material quality. The quantity, mainly refers to guarantees the enterprise production, the operation at the same time, does not buy also many buys. Timely, mainly refers to the procurement to track procurement progress, to ensure that the production, operation, raw materials are not in advance nor postponed. Suitable price, mainly refers to the supplier inquiry, comparison, bargaining.

2, procurement of the main work content

1. Check purchase requisition
2. Supplier evaluation
3. Quotation negotiation
4. Sign a contract
5. Track Purchase Progress
6. Cooperate with warehouse to do warehousing work
7. Reconciliation
8. Cooperate with finance to settle payment with supplier

3, the main business process of procurement

Let's take a look at the main business flowchart for sourcing.

The following combination of business, detailed the procurement process.

2. (Check the purchase request) from the flowchart can be seen, the procurement process has two starting points. One is a planned order and one is a purchase request. In this step, the purchaser, regardless of the channel, receives information about the products that need to be procured. Final purchase requisition is generated by checking and confirming.
4. (Supplier evaluation and quotation negotiation) the purchaser begins to make an inquiry. In this step, the purchaser can finally determine the supplier, material price, delivery.
6. (sign a contract) Purchasing personnel to create a purchase order, enter the above materials, prices, delivery and so on. (Purchase request and purchase inquiry can actually be done online only, the system can start directly from the purchase order creation).
8. (signed contract) procurement personnel need to do the purchase order confirmation, after posting, the confirmation sheet printed out, sent to the supplier. Confirmation of this thing, in fact, our company submitted to the supplier of the order certificate, proof that both parties agree to the details of the order.
10. (Tracking the purchase progress) the warehouse workers in the supplier will load the goods and start the truck driver.
12. (with warehouse to do warehousing work) The truck driver calls the purchaser, who finds an idle time and unloading location in the system. The purchaser then takes the place and time tells the truck driver.
14. (with warehouse to do warehousing work) when the truck arrives, the purchaser checks the system for the information on the purchase order and the delivery list provided by the truck driver, enters the receipt information and discrepancies into the system, and prints the receipt list.
16. (with warehouse to do warehousing work) warehouse receiver to check the goods, check the quantity on the receipt list.
18. (with warehouse to do warehousing work) after receiving the goods, the warehouse receiver will return the receipt list to the procurement staff.
20. (with warehouse to do warehousing work) the purchaser signs on the truck driver's delivery list and the truck driver is ready to go.
22. (reconciliation) A receipt list is posted in the system by the purchasing staff.
24. (reconciliation) then the procurement staff to do product receipt list, after posting, the product receipt sheet printed out, sent to the supplier. The information on the product receipt form can prove to the supplier that the goods are in our warehouse. These goods are now our property and can be used.
26. (reconciliation) Finally, the purchaser receives the invoice from the supplier. When the purchaser posts the invoice, it means that the company must pay for the goods that the supplier has already shipped.
28. When all lines of a purchase order are posted, the purchase process in the system ends.
30. (payment) in conjunction with financial and vendor settlement payments.

This section Reinhard mainly on the overall business process of purchasing. In the next section, Reinhard to talk about the main documents involved in the procurement business.

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Dynamics AX R2 Business Series-procurement business process