Getting Started with Purchasing

User Guide › Purchasing

Purchasing supports Purchasing Officers, Warehouse Managers, Project Managers, and Finance Officers in recording purchases for goods and services. Your first task is to create and save a purchasing record.

Create your first purchasing record

1. Open Purchasing.
2. Create a new Purchasing record.
3. Enter the purchase information required for the goods or services being procured.
4. Save the record.

Confirm the result

After saving, the purchasing record opens with the entered purchase information. It is available from Purchasing for further processing.

Next steps

Open the saved Purchasing record to continue the purchasing process, including approval, supplier ordering, and receipt of the purchased goods or services.

Related pages

• Purchasing — Overview
• Purchase
• Purchasing — Learning Path
• Purchase
• Purchase
• List
• View the Purchasing List