Purchasing & Inventory: Creating Requisitions

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6 comments

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    Anonymous User

    Dereck

     

    Many thanks for your query. 

     

    As you have found our system is based on actual products being created in the application, so there would be no way to add a product to a purchase order or a receiving if it is not previously created in the application.  You would need to create these products in advance to then accurately purchase and receive them in the application.

     

    Within the Property-->Administration settings there is the ability to enable zero cost receiving.  You can find further documentation on this here :

    https://fc.force.com/customer/s/article/Purchasing-Inventory-Administration-Property-Preferences-Receiving

     

    Let us know if you should have any further questions!

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    Anonymous User

    Dereck

     

    Many thanks for your query. 

     

    As you have found our system is based on actual products being created in the application, so there would be no way to add a product to a purchase order or a receiving if it is not previously created in the application.  You would need to create these products in advance to then accurately purchase and receive them in the application.

     

    Within the Property-->Administration settings there is the ability to enable zero cost receiving.  You can find further documentation on this here :

    https://fc.force.com/customer/s/article/Purchasing-Inventory-Administration-Property-Preferences-Receiving

     

    Let us know if you should have any further questions!

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    Fourth Customer Community

    Question from @Selina Routh​ on this:

     

    I have the same question. I would like to electronically route and create a purchase order for items that are not 'products'.  For example, I am attending an educational lunch. The expense goes to Travel Meals, but we don't have that as a 'product' so I created this product to match the GL. Seems kind of a silly way to solve the problem. I wish adaco had the ability to create and route a purchase order for approval without a purchase requisition and product. We may try out the 'ad hoc' process. Or I think our only other alternative at this point is to create products that match our GL.  Thank you for any input/advise ! ​

     

    Best,

    Rozz

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    Fourth Customer Community

    Question from @Selina Routh​ on this:

     

    I have the same question. I would like to electronically route and create a purchase order for items that are not 'products'.  For example, I am attending an educational lunch. The expense goes to Travel Meals, but we don't have that as a 'product' so I created this product to match the GL. Seems kind of a silly way to solve the problem. I wish adaco had the ability to create and route a purchase order for approval without a purchase requisition and product. We may try out the 'ad hoc' process. Or I think our only other alternative at this point is to create products that match our GL.  Thank you for any input/advise ! ​

     

    Best,

    Rozz

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    Rene Yard

    Hi, and thank you for your query

     

    In your example of obtaining an approval on expenses when it is not a product, I suggest using manual invoicing.  Below is a link to the article that details out that feature:  https://fc.force.com/customer/s/article/Purchasing-Inventory-Manually-Entering-an-Invoice

     

    Best, 

    Rene’

     

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  • Avatar
    Rene Yard

    Hi, and thank you for your query

     

    In your example of obtaining an approval on expenses when it is not a product, I suggest using manual invoicing.  Below is a link to the article that details out that feature:  https://fc.force.com/customer/s/article/Purchasing-Inventory-Manually-Entering-an-Invoice

     

    Best, 

    Rene’

     

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