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Procure to Pay cycle MobileERP 5TH Oct 2019 Version 1 Help


Procure to Pay Cycle Steps – how users will drive 0.

Post 3: Create Purchase Orders

1.

Post 3: PO Edit/Approve/Print/Send

2.

Post 8: Manual Material Inward and Purchase Bill Auto insert

3.

Post 8: Do Barcode Serial Number entry for incoming Goods

4.

Post 8: Do Incoming Quality Control Checks

5.

Post 2: Go to Bill passing and edit the bill

6.

Post 14: Passed Bill sent to Accounts to check Purchase Voucher

7.

Post 2: Payment Entry

8.

Post 14: Payment Voucher Entry against Purchase Voucher


Procure to Pay Cycle Steps – how users will drive


0. Post 3: Create Purchase Order


1. Post 8: Sees pending PO to be processed in ToDo

Click on Next to process this PO

Created by Planner from MRP


1. Post 8: PO Edit/Approve/Print/Send

Click on DO Work to edit/approve/print and send po to supplier


1. Post 8: PO Summary / Drilldown screen

Supplier Statistics


1. Post 8: PO Discussion screen


1. Post 8: PO Edit

If PO against Project

If PO against PR/ROP

If PO against RFQ/Quote Verify the Rate and taxes

IMP: Which store will receive material If PO against SO

If PO against Mfg Order


1. Post 8: PO Print/Send


2. Post 8: Will check all Pending PO / Store Inward

System identified pending inward against PO

When material received click next

PO send to Supplier


2. Post 8: When material received

CLICK DOWORK


2. Post 8: Click on Inward link to inward material


2. Post 8: Inward entry done and Bill Generated


2. Post 8: Click on Complete Link if all materials received

Click on Complete


3. Post 8: Do Barcode Serial Number entry for incoming Goods


4. Post 8: Do IQC – Incoming Quality Control Check


4. Post 8: GRN Prepared and Material Inward completed

NEXT GOTO BILLPASSING


5. Post 2: Bill Edit and Pass ïƒ Stock Increase at this stage

CLICK ON DOWORK


5. Post 2: Check Bill and discuss with Stores and Accounts

People who are part of this group of Bill Passing


5. Post 2: Bill Edit

Enter Bill No

Select Purchase Acc Check, Qty, rate and enter GST Percentage after reading Bill


5. Post 2: Approve Bill  Stock IncreasePurchase Voucher


5. Post 2: Bill Passing Completed


6. Post 14: Passed Bill sent to Accounts to check Purchase Voucher


6. Post 14: Checking Bill and Purchase Voucher Auto entry


7. Post 2: Payment Entry


8. Post 14: Payment Voucher Entry against Purchase Voucher


8. Post 14: Payment Voucher Entry against Purchase Voucher


8. Post 14: Payment Voucher Entry against Purchase Voucher


Performance of Procure to Pay Process Planner Performance

Store and StoreKeeper Performance


Management Procure to Pay Dashboard


Procure to Pay cycle best practices

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Procure to Pay Data Entry Walk-through  

Procure to Pay Data Entry Walk-through

Procure to Pay Data Entry Walk-through  

Procure to Pay Data Entry Walk-through

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