VIENNA Advantage Procurement Implementation and Setup Guide
How to Setup Procurement Module
This section contains an overview of each configuration task you need to complete to set up the VIENNA Advantage Procurement module. For instructions on how to complete each configuration task, see the setups sections indicating each task.
Configuration tasks outlined in the below Configuration Task checklist are Required, and some are Optional. Required tasks with Defaults mean that the setup functionality comes with pre-seeded, default values in the database; however, you should review those defaults and decide whether to change them according to your business needs.
If you want or need to change them, you should perform that setup step. You need to perform Optional steps only if you plan to use the related feature or complete certain business functions.
Configuration Task | Required | Remarks / Addtional Information | |
---|---|---|---|
1 | Document Types | Required task with defaults | |
2 | Transaction Sequence | Required task with defaults | |
3 | Workflows | Optional | |
4 | Alerts / Notifications | Optional | |
5 |
Setups
Setup Document Type
Document Type in the VIENNA Advantage is defined to distinguish different business transactions.
Document Types define the parameters, controls, and processing rules for transactional documents as well as a name to be printed on the document. Following are the pre-seeded Document Types with VIENNA Advantage Procurement Module:
Purchase Requisition
Purchase Order
Blanket Purchase Order
Release Purchase Order
Please see the Document Type Setup Guide on how to set up Documents Types in VIENNA Advantage.
Setup Transaction Sequence
Transaction sequence is a unique document number generated by VIENNA Advantage ERP/CRM application while saving a particular transaction such as Invoices, Debit/Credit Notes, Sales / Purchase Orders, etc. all these transactions require a document number.
Please see the Transaction Sequence Setup Guide on How to set up Transaction Sequence in VIENNA Advantage.