Procurement
The Procurement module manages the chain from reporting a need to the goods entering the warehouse: requisition → sourcing (request for quotation, supplier price) → order → goods / service receipt → return. A supplier uses the same business partner card as a customer; price and lead time are proposed to the order from Tedarikçi Fiyatları (Supplier Prices). Stock is posted with the goods receipt; the supplier invoice and payment belong to Finance and are not covered in this guide.
End-to-end process and sample scenario: From requisition to goods receipt.
Key concepts
| Concept | Meaning |
|---|---|
| Satınalma talebi (Purchase requisition, TLP-…) | A notice that "this material is needed on this date". It carries no price or supplier; it enters purchasing's agenda once it is submitted. It is created manually, from a production order, from MRP or from a kanban signal. |
| Teklif isteği (Request for quotation, TKL-…) | The same list of items sent to several suppliers. The quotations received are compared side by side in the document; a draft order is created from the items that are decided. There is no stock or financial movement. |
| Satın alma siparişi (Purchase order, SA-…) | The commercial order placed with the supplier. It can be edited while Taslak (Draft); once finalized (after approval, if an approval rule applies) it is locked, opened for goods receipt and counted as in transit in planning. |
| Mal kabul (Goods receipt, MK-…) | Posting of the goods received against the order; the stock receipt is posted at the same time. Partial receipt is allowed. The document cannot be changed afterwards. |
| Hizmet kabulü (Service receipt, HK-…) | The record that a non-stock item (freight, maintenance, consulting…) has been received. There is no stock movement. |
| Mal kabul geri alma (Goods receipt reversal, MKG-…) | A return to the supplier or the correction of an incorrect receipt: a reverse stock posting. A line is reversed in full. |
| Tedarikçi iade talebi (Supplier return request, TIT-…) | The decision made before the goods are sent back to the supplier. The person who opens the request cannot approve it. |
| Tedarikçi fiyatı (Supplier price) | The item–supplier link: agreed price, lead time, minimum quantity, main supplier, block. A quotation decision updates the agreed price automatically. |
Tasks
Create a purchase requisitionReport a need and submit it to purchasing.Approve a requisitionApproval and rejection when an approval template is defined.Create an order from a requisitionDraft order with Requisition Source Assignment.Create a request for quotationAsk several suppliers about the items.Compare quotationsQuotation entry, comparison and decision.Create an orderNew purchase order to a supplier.Finalize an orderSubmission for approval, approval and finalization.Send an orderPDF, printing and e-mail.Change an orderEditing a draft; options for a finalized order.Close or cancel an orderGive up the remaining quantity or cancel the order.Create a goods receiptFull or partial goods receipt, split allocation.Create a service receiptReceipt of a non-stock item.Return to supplierReturn request and goods receipt reversal.Define a supplier priceAgreed price, lead time, main supplier.
Menu map
| Section | Screen | Description |
|---|---|---|
| Talep Yönetimi (Requisition Management) | Satınalma Talepleri · Satınalma Talebi Oluştur · Talep Kaynak Ataması (Purchase Requisitions · Create Purchase Requisition · Requisition Source Assignment) | Purchase requisitions |
| Kaynak Bulma (Sourcing) | Teklif İstekleri (Requests for Quotation) | Requests for quotation |
| Kaynak Bulma (Sourcing) | Tedarikçi Fiyatları · Kaynak Listesi ve Kota (Supplier Prices · Source List and Quota) | Supplier prices and source list |
| Kaynak Bulma (Sourcing) | Çerçeve Sözleşmeler · Çerçeve Sözleşme Oluştur (Outline Agreements · Create Outline Agreement) | Outline agreements |
| Kaynak Bulma (Sourcing) | Tedarikçi Prim Anlaşmaları (Supplier Rebate Agreements) | Finance topic — outside this guide |
| Sipariş Yönetimi (Order Management) | Satın Alma Siparişleri · Satın Alma Siparişi Oluştur (Purchase Orders · Create Purchase Order) | Purchase orders |
| Fason (Subcontracting) | Fasoncudaki Stok · Fason Sevk ve İadeleri · Fasona Malzeme Sevki Oluştur · Fasondan Malzeme İadesi Oluştur (Stock at Subcontractor · Subcontracting Shipments and Returns · Create Material Shipment to Subcontractor · Create Material Return from Subcontractor) | Subcontracting |
| Mal ve Hizmet Kabulü (Goods and Service Receipt) | Mal Kabulleri · Teslim Alınacaklar · Mal Kabulü Oluştur (Goods Receipts · Due for Receipt · Create Goods Receipt) | Goods receipts |
| Mal ve Hizmet Kabulü (Goods and Service Receipt) | Hizmet Kabulleri · Hizmet Kabulü Oluştur (Service Receipts · Create Service Receipt) | Service receipts |
| Tedarikçi Faturaları (Supplier Invoices) | Gelen e-Faturalar · Faturalanmamış Kabuller · İthalat Masrafları · Konsinye Hesaplaşmaları · Tedarikçi Prim Hesaplaşmaları (Incoming e-Invoices · Uninvoiced Receipts · Import Costs · Consignment Settlements · Supplier Rebate Settlements) | Finance topic — outside this guide |
| İade Yönetimi (Return Management) | Tedarikçi İade Talepleri · Mal Kabul Geri Almaları · Mal Kabulünü Geri Al · Hizmet Kabul Geri Almaları · Hizmet Kabulünü Geri Al (Supplier Return Requests · Goods Receipt Reversals · Reverse Goods Receipt · Service Receipt Reversals · Reverse Service Receipt) | Return management |
| İade Yönetimi (Return Management) | İade Faturaları (Return Invoices) | Finance topic — outside this guide |
| Ana Veriler (Master Data) | Tedarikçiler (Suppliers) | Suppliers |
| Analitik (Analytics) | Harcama Raporu · Açık Siparişler · Teklif Tasarrufu · Tedarikçi Performansı · Tedarikçi Değerlendirme (Spend Report · Open Orders · Quotation Savings · Supplier Performance · Supplier Evaluation) | Procurement reports |
Incoming deliveries are in the menu under Lojistik Yönetimi › Gelen Teslimat › Gelen Teslimatlar (Logistics Management › Inbound Delivery › Inbound Deliveries); they are described together with goods receipts on the Goods receipts page. Approval templates are defined in Yönetim › Onay Süreci › Onay Şablonları (Administration › Approval Process › Approval Templates).
Document statuses at a glance
| Document | Statuses (in order) |
|---|---|
| Purchase requisition | Taslak (Draft) → (Onay Bekliyor (Pending Approval)) → Talep Edildi (Requested) → Kısmen Siparişte (Partially Ordered) → Siparişe Bağlandı (Fully Ordered) · also İptal (Cancelled), Geri Çekildi (Withdrawn) |
| Request for quotation | Taslak (Draft) → Teklif Bekleniyor (Awaiting Quotations) → Kısmen Karara Bağlandı (Partially Decided) → Karara Bağlandı (Decided) · also İptal (Cancelled) |
| Purchase order | Taslak (Draft) → (Onay Bekliyor (Pending Approval)) → Sipariş Verildi (Ordered) → Kısmi Teslim (Partially Received) → Teslim Alındı (Received) · also Kapatıldı (Closed), İptal (Cancelled) |
| Supplier return request | Onay Bekliyor (Pending Approval) → Onaylandı (Approved) → Kapandı (Closed) · also Reddedildi (Rejected), İptal Edildi (Cancelled) |
| Outline agreement | Taslak (Draft) → Yürürlükte (In Effect) → Kapandı (Closed) · also İptal Edildi (Cancelled) |
Goods receipt, service receipt and reversal documents have no status: they take effect as soon as they are saved and cannot be changed; corrections are made with a reverse document.
Permissions
The permission for each screen is listed in the summary of its own page. The main permission families:
| Permission | What it grants |
|---|---|
erp-procurement-requisitions.* | Requisition: view, create, edit (editing and submitting), delete (cancelling; editing someone else's requisition), approve (approval vote) |
erp-procurement-rfqs.* | Request for quotation: view, create, edit (sending, quotation entry, decision), delete (cancelling) |
erp-procurement-orders.* | Order: view, create, edit (editing, finalizing, submitting for approval), approve, delete (cancelling), close (closing) |
erp-procurement-receipts.* | Goods receipt: view, create |
erp-procurement-service-acceptances.* | Service receipt: view, create |
erp-procurement-return-requests.* | Return request: view, create, approve |
erp-procurement-receipt-reversals.* | Goods receipt reversal: view, create |
erp-procurement-item-suppliers.* | Supplier prices: view, create, edit, delete, import |
erp-procurement-sourcing.* | Source list and quota, requisition source assignment: view, edit |
erp-procurement-contracts.* | Outline agreement: view, create, edit |