Tracking of indented item with the help of BaaN ERP system

Procedure of Indent, Procurement & Receipt of material.

There are 5 major steps in Indenting , Procurement & Receiving of the material.

1. Indenting of Material
2. Approval & Sanctioning
3. Raising Planned INV Purchase Order
4. Placing Purchase Order
5. Receipt of the material

Indent – Whenever user dept required any material & needs to be procure then he has to raise the indent in pre-printed format. The most important thing required while indenting is the ‘Item code ‘

How to find item code using BaaN ?

Open ‘ Display item data session ‘ ( Session No. tiitm050m000)

 

Select Search Key 1 from ‘ORDER’ Menu.

Click find & enter keyword of the item.

Thus you can find correct itemcode , it’s full description , UOM , last price etc.

Fill the indent & send to sanctioning authority for sanction.

Approval & Sanctioning of the indent – This is the only manual step which can not be track with the help of BaaN as till now no data regarding indent is enter in BaaN system.

Raising Planned INV Purchase Order.

After Sanctioning of the indent , the indent will be forwarded to Purchase dept.

Purchase Assistant will raise Planned INV Purchase Order for the indent.

The PRP gives detail about the itemcode & other data along with detail about last purchase. It helps purchaser to finalise the Purchase Order.

The INV no. remains in the system till the time Purchase not raised Purchase Order. As soon as Purchaser places Purchase Order , The INV no. disappers from the system.

Thus tracking of INV no. helps to find out whether Purchaser has raised P O or not.

How to find out INV no. of the indent ?

Open ‘Print Planned INV Purchase Order Session’ ( Session No.Idinv3420m000)

Enter Itemcode or range of itemcode and take print out or view on screen.

Placing of Purchase Order - The Purchaser places Purchase Order on selected supplier. Once the Purchase order is placed ,the INV no. disappears from the system. Now we can track our indent by checking ‘Pending Purchase Order by Suppliers session’ ( Session No. Idinv0429m000) 

Also you can check ‘Display Receipt Session’ (Session No. Idpur4531m000) to check the material is received or not. Once the material is received in the Store, the Store person make receipt entry in BaaN.

Thus we can track our indent with the help of different sessions of BaaN ERP system.

Thank you.

TRIVESH POONIWALA

ROLL NO. 60 ,

DBM Jan 2010 Sunday Batch

Welingkar , Mumbai.