Running the Purchasing Process

In this video, you will learn how to create a purchase request – the first optional step in the purchasing process.

Julie Bowens has submitted a purchase request. This video will show you how the purchasing department completes the rest of the purchasing process so that Julie will get the items she needs for her team.

You can configure SAP Business One, Web client to use customer and vendor catalog numbers in parallel to your item codes. This means that you can use the item number of the vendor in the purchase order, as shown in the previous video Running the Entire Purchasing Process in SAP Business One, Web Client.

1. There are two catalog number management apps where you can filter, sort, expand, and collapse the BP catalog number records. From the Item Management group on the home page choose either:

   1. The Business Partner Catalog Numbers by BP tile to view and edit the catalog numbers grouped by business partners.

   2. The Business Partner Catalog Numbers by Item tile to view and edit the catalog numbers grouped by items.

2. Choose the Business Partner Catalog Numbers by Item tile and you’ll see the already defined catalog numbers grouped by items.

3. To expand an item row, choose the arrow. To expand all rows, choose Expand. The business partners defined for each item display with the BP code, name, and the business partner code for this item in the BP Catalogue No. Column.

4. To add records, choose Edit.

5. To create a new business partner catalog number:

   1. Go to the last row in the table and specify the item code for which you want to define a catalog number.

   2. Choose the business partner and enter the catalog number that the BP uses for this item.

   3. Repeat this action with more business partners for which you want to record the catalog number they use for this item.

   You can define multiple BP catalog numbers for the same item and the same business partner and set one as the default.

6. To duplicate a BP row, including the catalog number information, select the BP row and choose the Duplicate BP option.

7. To delete all catalog numbers related to a specific item, select the item row and choose Delete.

   To delete a catalog number related to a specific business partner and specific item, select the row and choose Delete. The deletion is irreversible after you choose Save.

8. To save all the changes to the catalog numbers, choose Save.