Purchasing FAQs

Why aren't certain work orders offered?

Only validated work orders can serve as the source of a PR.

Why is the item that I am searching for not offered on the list of items?

Only Direct purchase items ("Direct purchase" box checked on the item sheet) can be handled through a purchase request.
Only items managed in inventory with a means of procurement filled in can be handled through an Inventory purchase request.
Be default, "Model" items are not offered, but you can check the "Model" box in the item search form.

Why aren't the lines of my purchase request or my order appearing?

To receive a purchase request without an order, the purchase request must have the "To be processed" status.
To receive an order, it must have the "Issued" status; see Issuing an order.

Why is the total amount received excluding VAT (on a purchase requisition, order or transfer request) sometimes different from the total of amounts excluding VAT of receipt lines?

Because the variation in the unit price of a product code is stored for each each receipt line and applied to the entire receipt.

In what case is the total amount received excluding VAT (for a purchase requisition, order or transfer request) not equal to the total of the amounts excluding VAT on the receipt lines?

If you receive the same reference (item or service) in several lines and at a different unit price.
The total amount received excluding VAT is then equal to the most recent unit price of the reference, multiplied by the total quantity received.

How are the additional costs distributed over the order lines?

When the order is closed, the overall additional costs of the order are broken down on a prorata basis according to the amounts of the order lines.

Any order lines for which the amount is zero are excluded from the breakdown of additional costs.
In the event that the amount is zero for all order lines, the additional costs are distributed evenly across all lines.

Why are the Overall additional costs for the order no longer present?

When the order is invoiced, the overall additional costs of the order are carried over to the invoice. They will be broken down in proportion to the amounts on the invoice lines.
In this way, if the order is invoiced in two separate instances, the overall additional costs will only be on the first invoice.
It is still possible to change the overall additional costs on the invoices.

Why is the "Cancel" action is not offered for the service?

To be cancelled, a service must not be referenced in any other entity (supplier catalog, purchase request, work order template, etc.).
In addition, you must have the required rights; see Profile, Rights for changing the status of objects.