Purchasing overview

Purchasing in Epicor runs from a requirement (a job needs material, stock is running low, someone raises a requisition) through a purchase order, a receipt and finally a supplier invoice and payment. Each step is usually owned by a different person, and each leaves records the next step depends on.

Purchase to pay

Step	Who	Screens	Records
1. Identify the need	MRP, planner, requester	Process MRP, Generate Suggestions, Requisition Entry	SugPoDtl, ReqHead/ReqDetail
2. Create the PO	Buyer	New PO Suggestions, Purchase Order Entry, Buyer Workbench	POHeader, PODetail, PORel
3. Approve	Approval person	PO Approval (when over the buyer’s limit)	POHeader approval status
4. Receive	Receiving	Receipt Entry	RcvHead, RcvDtl, PartTran (PUR-...)
5. Inspect (if required)	Quality	Inspection Processing, DMR Processing	PartTran (INS-...), DMR records
6. Invoice	Accounts payable	AP Invoice Entry (matched to receipts)	APInvHed, APInvDtl
7. Pay	Accounts payable	AP Payment Entry	CheckHed, APTran

Pages in this section

• Buyers and suppliers: buyer limits and approvers, supplier settings that matter, and the supplier price update error
• PO suggestions: how suggestions are built, a sensible daily schedule, and fixing the scheduled task after upgrades
• Purchase orders: dates, GL accounts and receipts: due vs promise dates and supplier transit time, GL account defaulting, Purchase Advisor, receipts and inspection

Related sections

• Nonconformance and inspection for failed receipts and DMRs
• AP payments for paying suppliers
• Inventory transactions and WIP reconciliation