Purchasing workflow (entry guide)

The context of this article

The purchasing module follows the flow of Request → Approval → Order → Receipt → Invoice. The screens used will differ slightly depending on whether the item is equipment/outsourced or manufacturing raw materials.

If you're unsure which screen to open, first check the overall diagram and reading order by role in this article.

Overall Diagram of Purchasing Operations

Equipment and Outsourcing Flow

This is used for tasks that involve manually creating purchase orders one by one, such as purchasing office supplies or outsourcing specific tasks.

flowchart LR
    A[起票者] -->|購入依頼| B[購入依頼ハブ<br/>/app/purchase-hub]
    B --> C[承認ハブ<br/>/app/approval-hub]
    C -->|承認OK| D[発注書作成エディタ<br/>/app/purchase-order-editor]
    D -->|メール送付| E[仕入先]
    E -->|納品| F[入荷記録]
    F --> G[仕入請求書]

Raw Material Flow

In the ordering process for raw materials used in manufacturing, we process numerous items in bulk in conjunction with MRP (Material Requirements Planning).

flowchart LR
    MRP[MRP不足<br/>リスト] -->|カートに追加| A[購入依頼カート<br/>/app/pr-cart]
    A --> B[承認ハブ<br/>/app/approval-hub]
    B -->|承認OK| C[発注ワークベンチ<br/>/app/purchase-workbench]
    C -->|一括発注書作成 F11| D[発注書作成エディタ<br/>/app/purchase-order-editor]
    D -->|F12 メール送付| E[仕入先]
    E -->|納品| F[材料受入]
    F --> G[仕入請求書]

One-line explanation of each screen

request

Approval

order

Master

Inventory and Invoice

Articles You Should Read First, by Role

Purchasing Officer (Equipment and Outsourcing)

1. Purchasing workflow (This article) 2. Purchase Request Hub 3. Purchase Order Creation Editor 4. Supplier management

Purchasing (raw materials)

1. Purchasing workflow (This article) 2. Purchase Request Cart 3. Ordering Workbench 4. Material acceptance

Approvers

1. Purchasing workflow (This article) 2. Approval Hub 3. Purchase Request Details (Company-wide)

Accounting Staff

1. Purchase invoice 2. Inventory Record / Material acceptance 3. Account titles and payment management are Accounting manual See

System Administrator

1. Approval Workflow Settings 2. Supplier Master (Permissions and group settings)

Glossary

FAQ

Q: Why are the screens separated into equipment and raw materials?

Equipment requests are mostly one-off requests of one to a few items, making a style of creating one request form per applicant suitable. Purchase Request Hub This is suitable. Since raw materials experience large shortages all at once with MRP, "combining multiple items into a cart for batch processing" is recommended. Purchase Request Cart This is more practical.

Q: What is the difference between the Order Workbench and the Order Creation Editor?

• Workbench: Ideal for creating purchase orders from multiple items in a single batch. Particularly effective for raw materials.
• Editor: Suitable for individually adjusting unit prices and quantities for each supplier before finalizing a purchase order. Use it when you need to carefully handle small quantities of items.

Both are linked via F11, and pressing "Create Purchase Order" from the workbench will take you to the editor.

Q: When should I use the standard purchase order form?

Only in special cases where the requirements cannot be met using the two screens above (e.g., duplication of past orders, one-time orders to exceptional suppliers) Creating a purchase order (standard form) Use this. For daily tasks, you should basically use either the workbench or the editor.

Next Steps

Please start with the "First Article to Read" that corresponds to your role. You can jump to detailed articles for each screen from the corresponding section of the overall diagram.