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Procurement

Procurement: an overview

Everything you buy in one place: purchase orders, bills, expediting and the procurement reports.

Written By Julia M.

Overview

Finances › Procurement is everything you buy: purchase orders, bills, expediting, and the reports, each on its own tab. Inside a project, the project’s Finances tab shows the same, for that project only.

Watch it: the Finances lesson in Campus, step 1, “Find your way around Finances”, chapter 1, “The four groups” (starts at 0:10).

The tabs

  • Purchase orders: every order, with what is waiting for sign-off, on the way, shipping after it is needed, and received but not paid.

  • Bills: what your vendors charged, what is due and what is overdue.

  • Expediting: every item on every order you have sent, most at risk first.

  • The reports: Margin, Vendor, Purchase order, Products, Installation and Variance.

Procurement’s Purchase orders tab, with an order open in the side panel

How it fits together

  • Every purchase starts as a purchase order, contractors’ work included.

  • When the vendor’s invoice comes in, it becomes a bill linked to that order.

  • Purchase orders usually come from an approved estimate with Convert to purchase orders.

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