This involves placing purchase orders and progressing them through goods-in and into stock. Supplier invoice handling is also covered. Allocation of this stock to your jobs is automatic but can be manually overridden if necessary.

There are two aspects to purchase order processing. One is referred to as ‘ad-hoc’ purchasing and the other as ‘scheduled’.

An ad-hoc purchase is one where you are buying something for your own benefit and Match-IT’s planning system knows nothing about it. A typical example would be general office supplies. In this case, you create a purchase order by selecting the supplier, then adding line items for the things you want to buy.

A scheduled purchase is one where you are buying something to meet a demand created by a sales order or a minimum stock level requirement. In this case Match-IT’s planning system knows about it and automatically creates entries in your purchase schedule. All you have to do to raise the purchase order for these is to pick them from the schedule.

No matter how the order is raised, its subsequent processing is the same.

Also note, if you raise an ad-hoc purchase for something that can be used to meet the demand for a sales order, or a minimum stock level, Match-IT’s planning system will make use of it and not add another entry in the purchase schedule.

To go through the scheduled purchasing route in the following pages you must first create a demand by taking and approving a sales order for something for which you have defined a Bill Of Materials.

To start down the ad-hoc route, go to the Raise Ad-Hoc Purchase Order page in this manual.

To start down the scheduled route, create a demand, and then go to the Create Scheduled Purchase Order page in this manual.