Manage purchase for approved supplier

Create a purchase document

You can select the Approved Supplier List action on a purchase document to view a list of items available for the vendor in approved supplier records, and add the item to the purchase document directly. You can also manually add items to a purchase document

The system performs the following validations:

• The system allows you to purchase items that are certified for the vendor on the Approved Supplier List page. For more information, see Define approved suppliers.
• If the Order Date field value on the purchase document exceeds the Validity End Date field value of an approved supplier record on the Approved Supplier List page, the system checks the Validity Check field value and displays an error or warning message depending on the field value. For more information, see Define approved suppliers.
• The system displays an error if you select an item when the Vendor Certification Required toggle on the Item Card is turned on for an unapproved supplier. For more information, see Set up items.

Release a purchase document

While releasing a purchase document, the system displays an error message when:

• There are any items that are not certified for the vendor on the Approved Supplier List page.
• The Order Date field value on the purchase document exceeds the Validity End Date field value and the Validity Check field value is set to Error on the Approved Supplier List page for an item.
  For more information, see Define approved suppliers.

Post a purchase document

When posting a purchase document, the system performs the following validations:

• When the Posting Date field value on the purchase document exceeds the Validity End Date field value and the Validity Check field value is set to Error on the Approved Supplier List page for an item. For more information, see Define approved suppliers.
• If the facility numbers are set up, the system checks that the facility number assigned as a lot attribute matches the order addresses selected on the purchase document. If they do not match, the system displays an error or warning message, ensuring that purchases occur only from approved order addresses. For more information, see Set up facility numbers.