About Purchasing transactions

Purchasing provides you with several purchase transaction types.

• Purchase requisition

• Purchase order

• Receipt

• Supplier invoice

• PO return

• Purchasing debit memo

To view the full list of your available purchasing transaction types, go to Purchasing > All > Transactions and select the desired transaction.

Purchasing workflows

When you create a new purchasing transaction, you define all line items and associated data that will be processed in a workflow. Each workflow begins with a new transaction, which can only be converted to the next available transaction type. The transaction definition defines the next available conversion option.

Converting a transaction moves the transaction to the next step in the workflow. For example, a transaction might move from a Purchase requisition to a Purchase order, as defined by the transaction definition A template for a transaction that contains the accounting settings, workflow rules, and other configuration options that determine the transaction's behavior. Security options within a transaction definition ensure their proper use. Transaction definitions are used in the Purchasing, Order Entry, and Inventory applications for both standard and advanced workflows..

You can create draft transactions if the transaction definition's security settings are set to New document or convert. For example, if the transaction type that you want to create has a Create policy that's set to Convert only, you can only copy an existing transaction and save the new transaction as draft. You can then convert the duplicate into the desired transaction.