EOaPR

[Updated: 28/11/2024]

Overview

Procurement Process Functional Overview [Document 1345967.1]

Setup

Setup

E1: 41: How to Create Item Master and Item Branch Plant Records Using Interoperability (R4101Z1I/P4101Z1/F4101/F4102/F4101Z1) (Doc ID 625451.1) [Updated: 04/05/2022]

E1: 43: Line Types in Procurement (P40205 / Inventory Interface) [Video] (Doc ID 625509.1) [Updated: 08/24/2021]

E1: 40: Order Activity Rules (P40204) (Doc ID 625485.1) [Updated: 05/04/2023]

E1: 40/41/42/43/45/49: Automatic Accounting Instructions for Distribution (AAI / DMAAI) [Video] (Doc ID 625475.1) [Updated: 08/10/2022]

E1: 43: Procurement Workflow (Doc ID 625708.1) [Updated: 09/03/2021]

E1: 43: Accounting in Procurement (Doc ID 625497.1) [Updated: 06/05/2022]

E1: 40: Multi-Currency In Distribution (Doc ID 625458.1) [Updated: 03/22/2018]

E1: 43: Supplier/Item Relationship FAQ (F43090 / P43090) (Doc ID 1619779.1) [Updated: 03/26/2024]

E1: 42/43: Setting Up and Adding a New Document Type in Distribution (Doc ID 1568134.1) [Updated: 05/29/2019]

Process

E1: 43: Purchase Order Entry Through Accounts Payable (Doc ID 625534.1) [Updated: 08/24/2021]

E1: 43: Returns to Vendor (P4314, P4312, P4310) (Doc ID 625690.1) [Updated: 12/16/2020]

E1: 43: Dual UOM Processing in Procurement (Doc ID 655652.1) [Updated: 01/03/2017]

E1: 43: Multiple Account Distribution Functionality in 8.11 and Above (Doc ID 659705.1) [Updated: 08/29/2023]

E1: 43: Best Practices for Purchasing Items Requiring Prepayments (P4310/P4312/P4314) (Doc ID 1461259.1) [Updated: 02/12/2018]

Cost and Price

E1: 43: Understanding Purchase Price Retrieval (P4310 / P41061 / P4105 / P43090) (Doc ID 625594.1) [Updated: 02/27/2018]

E1: 43: Purchase Order Receipts (P4312) Standard Cost Variance Written When Frozen Cost in Cost Components is Different from Item Cost (P4105) (Doc ID 658052.1) [Updated: 10/19/2017]

E1: 43: Supplier Catalog Price Item Updates (P41061 / F41061 / P43090 / F43090) (Doc ID 659278.1) [Updated: 08/24/2021]

E1: 43: Supplier Catalog Price Break and Warning Message (P4310 / P41061 / Error / Warning / Message) (Doc ID 1086489.1) [Updated: 05/31/2018]

E1: 43: Actual Cost and Adjustment Amount AAI (4371) Introduced to Separate General Ledger (F0911) Entries for Procurement Price Adjustments Created in Match Voucher to Open Receipt (P4314) (Doc ID 2643177.1) [Updated: 03/21/2021]

Order Entry

Purchase Order Entry

E1: 43: Purchase Order Entry (P4310) FAQ (Doc ID 1128793.2) [Updated: 06/02/2022]

E1: 43: Overview of Purchase Order Generation (P43011, P4371, R437001, R437002) (Doc ID 625474.1) [Updated: 01/24/2024]

E1: FIN: Customer/Supplier Information Hover Forms Displays Error When Search Type Is Not C or V (P03B700, P04700) (Doc ID 1518323.1) [Updated: 01/31/2019]

E1: 43: Order Revisions vs. Change Orders in Procurement (P4310/ F43199/ R43500/ F4311/ CO Ledger) (Doc ID 625539.1) [Updated: 01/30/2020]

E1: 42/43: P40HDR: Automatically Default Fields from the Header to Detail in Order Entry (P40HDR/P4210/P4310) (Doc ID 1095199.1) [Updated: 01/31/2019]

E1: 42/43: Payment Terms FAQ ( P0014, P04012, P4210, P4310, P4314 ) (Doc ID 1113761.1) [Updated: 10/04/2019]

E1: 43: Supplier Item Catalog and Discount Rules (P41061) (Doc ID 832964.1) [Updated: 03/22/2018]

E1: 43: Supplier Price Catalog and Purchase Order Generator FAQ (P41061 / P43011) (Doc ID 965188.1) [Updated: 10/16/2017]

E1: 43: Repost Open Purchase Orders (R43990) (Doc ID 631844.1) [Updated: 07/31/2024]

E1: 43/42: Frequently Asked Questions About User Reserved Fields in E1 Distribution (Doc ID 638621.1) [Updated: 02/01/2019]

E1: 43: Commit Failed Error When Revising a Purchase Order (P4310 / P43081) (Doc ID 644605.1) [Updated: 12/18/2013]

E1: 43: Common Errors Received During Purchase Order Entry (P4310) (Doc ID 1937160.2) [Updated: 07/19/2019]

E1: 42/43: Transfer Order (ST/OT) (Doc ID 2094796.2) [Updated: 03/25/2022]

E1: 43: Tabs and Processing Options added in Purchase Order Entry (P4310) [Video] (Doc ID 1937140.1) [Updated: 03/16/2022]

Blanket / Quote / Requisition Orders

E1: 43: Quote Orders in Purchasing (P4310 / R43530 / P4334 / P43360 / R43500 / R43530) (Doc ID 625540.1) [Updated: 05/14/2019]

E1: 43: Requisitions in Procurement (P4310 / P43060) (Doc ID 787522.1) [Updated: 04/21/2022]

E1: 43: Quote Orders in Purchasing FAQs (Doc ID 2275927.1) [Updated: 04/12/2023]

E1: 43: Blanket Orders in Procurement (P4310, P43060) (Doc ID 2284834.2) [Updated: 11/27/2018]

Kits

E1: 43: Kit Processing Overview and FAQ for Procurement (Doc ID 965282.1) [Updated: 03/30/2017]

Receipts

Purchase Order Receipts

Third step of receipts is a business decision. Usually inventory items are received however service orders can also be received.

E1: 43: Purchase Order Receipt FAQs (P4312) (Doc ID 1306869.1) [Updated: 10/04/2023]

E1: 43: Common Errors During Purchase Order Receipt (P4312) (Doc ID 2096350.2) [Updated: 04/05/2022]

E1: 43: Missing Purchase Order Receiver Records (P4312 / F43121 / Match Type / MATC) (Doc ID 625685.1) [Updated: 12/18/2013]

E1: 43: Understanding The Purchase Order Receiver Table (F43121) (Doc ID 625514.1) [Updated: 11/30/2020]

E1: 43: Receipt Options (RECOPT) in Purchase Order Receipts (P4312) (Doc ID 1066840.1) [Updated: 03/12/2021]

E1: 43: Purchase Order Lines Do Not Split on Partial Receipt (Doc ID 763445.1) [Updated: 09/12/2018]

E1: 43: Vouchered And Closed Lines Check box at Open Receipts Inquiry (P43214 / Receipt Reversal) (Doc ID 849742.1) [Updated: 09/25/2023]

E1: 43: Where to View Both Amount Ordered and Amount Received (P43041 / F4311 / F43121) (Doc ID 639026.1) [Updated: 08/28/2024]

E1: 43: Understanding When the Amount - Cost Variance (VARC) and Amount = Average Cost Difference (AVCO) Values are Updated in the Purchase Order Receiver File (F43121) (Doc ID 630828.1) [Updated: 02/20/2020]

E1: 43: Country of Origin in Procurement (P4312/P4312S/P43250/P4108) (Doc ID 1491732.1) [Updated: 12/18/2013]

E1: 43: Record in Cardex (F4111) When a Purchase Order Receipt (P4312) is Performed for a Purchase Order Item with Cost Different from Standard Cost (07 Cost) (Doc ID 635514.1) [Updated: 12/18/2013]

Receipt Routing and Outside Operations

E1: 30: 31: Outside Operations Setup, Execution and Accounting (P3103/R31410/R31802A/P4310/P4312) (Doc ID 627264.1) [Updated: 02/18/2021]

E1: 31: Outside Operations and Purchase Order FAQ (P3112, R31410, P4312) (Doc ID 755682.2) [Updated: 01/05/2022]

E1: 43: Receipt Routing (P4312 / P43250 / P43090 / P43091 / P43252) (Doc ID 2101173.2) [Updated: 04/06/2022]

Voucher Match (2-Way Receipts to Match / 3- Way, Orders to Match)

In this fourth and final step a voucher will be created.

E1: 43: Progress Payments in EnterpriseOne 8.10 and Higher (Doc ID 755823.1) [Updated: 08/28/2023]

E1: 43: Evaluated Receipts Processing - Voucher Creation in Batch (P4314/ R43800 / R470412) (Doc ID 625420.1) [Updated: 02/01/2019]

E1: 43: Retainage at Voucher Match (Doc ID 625591.1) [Updated: 08/18/2024]

E1: 43: Reversing / Deleting Vouchers and Receipts in Procurement (P4312 / P43214 / P0411 / P4314 / F43121 / Match Type / MATC) (Doc ID 625543.1) [Updated: 01/25/2019]

E1: 43: New Lines Added at Voucher Match (P0411/P4314) in Procurement (Doc ID 625563.1) [Updated: 05/06/2021]

E1: 43: Voucher Logging and Received Not Vouchered (RNV) Clearing Account Reconciliation (R09150) (Doc ID 986024.1) [Updated: 09/12/2019]

E1: 43: Received/ Vouchered Status Report (R43412 / F43121) (Doc ID 1073605.1) [Updated: 04/23/2019]

E1: 43: Unable to Reverse a Voucher and Rematch a Voucher (P0411 / P4314 / F0911 / F0411 / F43121 /F4311) (Doc ID 632864.1) [Updated: 10/08/2020]

E1: 43: Reversing / Deleting Vouchers and Receipts in Procurement (P4312 / P43214 / P0411 / P4314 / F43121) FAQs (Doc ID 2462204.1) [Updated: 05/03/2023]

E1: 43: Understanding Voucher Match Soft Rounding of Taxes with Voucher Match Tax Rounding Active (Doc ID 2659262.1) [Updated: 04/22/2020]

E1: 43: Troubleshooting Voucher Match Automation (Doc ID 2113597.1) [Updated: 03/25/2021]

E1: 43: Retainage at Voucher Match FAQs (Doc ID 2523360.1) [Updated: 08/18/2024]

E1: 43: Voucher Logging FAQ (P4314/P042002) (Doc ID 2430482.1) [Updated: 08/01/2018]

E1: 43: Voucher Match Automation (F0411Z1, R4304016, R4304020, R4304021, P4314, F43121) (Doc ID 1499920.1) [Updated: 04/05/2022]

E1: 43: Understanding Applying Tax on Landed Cost During Match Voucher to Open Receipt (P4314) (Doc ID 2662428.1) [Updated: 05/14/2020]

E1: 43: Voucher Logging (P4314/P042002) (Doc ID 625464.1) [Updated: 08/24/2021]

E1: 43: Voucher Match Automation FAQ (Doc ID 2113103.1) [Updated: 04/06/2021]

E1: 43: Matching, Adding, Cancelling and Closing Line Options in Voucher Match to Open Receipt (P0411/ P4314/ P43147) (Doc ID 625465.1) [Updated: 11/17/2022]

E1: 43: Common Errors Received During Voucher Match (P0411/P4314) [Video] (Doc ID 1932593.2) [Updated: 04/21/2022]

Approval Processing

E1: 43: Approval Processing in Procurement with Multiple Approvers (Case Study) (Doc ID 2081249.1) [Updated: 11/25/2015]

E1: 43: Approval Processing in EnterpriseOne (Doc ID 2090884.2) [Updated: 04/06/2022]

E1:43: Rejecting Requisitions in Approval Processing (Doc ID 2486043.1) [Updated: 03/08/2022]

E1: 43: Purchase Order Approval (P43081) Enhanced to Allow User Defined Email Notification Version (Doc ID 2643135.1) [Updated: 10/20/2021]

Landed Cost

E1: 43: Landed Cost in EnterpriseOne ( P41291 / P4312 / P43214 / P43032) (Doc ID 625419.1) [Updated: 04/05/2022]

E1: 43: Landed Cost FAQ (P41291 / P4312 / P43214 / P43032/ P43291) (Doc ID 1469399.1) [Updated: 12/07/2023]

E1: 43: Understanding Applying Tax on Landed Cost During Match Voucher to Open Receipt (P4314) (Doc ID 2662428.1) [Updated: 05/14/2020]

Taxes

E1: 43: Taxes in Procurement (P4310 / P4312 / P4314 / P4008 / P0004A / P01012 / P0022) (Doc ID 625467.1) [Updated: 09/28/2023]

E1: 43: Taxes in Procurement FAQ (Doc ID 2369883.1) [Updated: 08/24/2021]

E1: 43: Understanding Voucher Match Soft Rounding of Taxes with Voucher Match Tax Rounding Active (Doc ID 2659262.1) [Updated: 04/22/2020]

E1: 43: Understanding Applying Tax on Landed Cost During Match Voucher to Open Receipt (P4314) (Doc ID 2662428.1) [Updated: 05/14/2020]

Tolerance Rules

E1: 43: Tolerance Checking (P4322 / P4312 / P43060 / P4314) (Doc ID 625605.1) [Updated: 04/05/2022]

Supplier Analysis

E1: 43: Supplier Analysis (P4310 / P4312 / P4314 / P43230 / R04602 / F0401) (Doc ID 662211.1) [Updated: 11/21/2019]

Subcontract Processing

E1: 43: Job Cost Integration with Subcontract Management (Doc ID 625527.1) [Updated: 08/24/2021]

E1: 43: Financial AAIs Used in EnterpriseOne Subcontract Order Entry (P4310) (Doc ID 625531.1) [Updated: 12/30/2021]

E1: 43: Subcontract Management (P4310, P4314) (Doc ID 625724.1) [Updated: 10/09/2023]

E1: 43: Order Log Revisions (Doc ID 639601.1) [Updated: 08/29/2023]

Commitments and Encumbrances

E1: 43: Encumbrance Rollover (R4317) (Doc ID 625473.1) [Updated: 10/19/2020]

E1: 43: Encumbrance/Commitment Processing (Doc ID 625480.1) [Updated: 05/22/2023]

E1: 43: P4310 Cancel Date (CNDJ) Populated Automatically and Cancel Date Error 43CND (Doc ID 625565.1) [Updated: 08/29/2023]

E1: 43: Encumbrance Purge / Rebuild / Repost Process (Doc ID 625633.1) [Updated: 02/01/2019]

E1: 43: Commitment / Encumbrance FAQ (P4310 / R40910 / P40230A / F4311 / F43199 / F0902) (Doc ID 625641.1) [Updated: 07/08/2021]

E1: 43: Multiple Unit Of Measure and Commitments (P4310 / R4317 / P402301 / P512100) (Doc ID 625672.1) [Updated: 09/15/2023]

E1: 43: Commitment/Encumbrance Best Practices (Doc ID 646593.1) [Updated: 08/28/2023]

E1: 43: Checklist for Troubleshooting Commitment/Encumbrance Integrity Issues (Doc ID 657403.1) [Updated: 09/30/2019]

E1: 43: Suggestion if R4317 Encumbrance Rollover Was Not Performed (Doc ID 1338685.1) [Updated: 12/18/2013]

Budget Checking

E1: 43: Budget Checking FAQ (P4310, P43070, P43081) (Doc ID 625586.1) [Updated: 06/08/2023]

E1: 43: Budget Checking in Procurement (P4310, P14101, P14102, P14103) (Doc ID 625532.1) [Updated: 02/01/2017]

E1: 43: Budget Checking in Procurement (P4310, P14101, P14102, P14103) (Doc ID 2197137.2) [Updated: 04/21/2022]

Purges

E1: 43: Procurement Data Files Purges (Doc ID 661344.1) [Updated: 08/17/2016]

Interoperability

E1: 43: Inbound Purchase Order Interoperability P4311Z1/R4311Z1I (Doc ID 625454.1) [Updated: 04/05/2022]

E1: 43: Receipt Routing Interoperability (Doc ID 625648.1) [Updated: 06/13/2019]

E1: 43: Receipts Interoperability Functionality (Doc ID 644889.1) [Updated: 08/29/2023]

E1: 43: Outbound Purchase Order Interoperability (P4310/F4301Z1/F4311Z1/P0047/R00460/R47019) (Doc ID 2734211.1) [Updated: 12/04/2020]

Tag Files

E1: 43: Tag Files in EnterpriseOne Procurement (Doc ID 1078783.1) [Updated: 08/24/2021]

Reports

Various reports can be run throughout the Procurement process.

E1: 43: Purchase Order Print FAQ (R43500) (Doc ID 1142862.1) [Updated: 11/22/2021]

E1: 43: Procurement Reports (Doc ID 1613152.1) [Updated: 09/10/2019]

Rebate Processing

E1: 43: Purchasing Rebates (P4340/ P43243/ R43400) (Doc ID 760625.1) [Updated: 02/10/2014]

Flex Accounting

E1: 43: Flex Accounting in Procurement (Doc ID 786376.1) [Updated: 08/24/2021]

Advanced Cost Accounting (ACA)

Flexible Accounting for Distribution [Document 756543.1]

How To Advanced Cost Account (ACA) Setup [Document 758634.1]

How To Advanced Cost Account (ACA) Examples in Distribution [Document 625595.1]