Procurement Module

Setup for Procurement Module

• Add new Priorite
• Add fields to the Procurement module

Introduction to Procurement Module

• Icon Description Procurement module
• Procurement process and Definition
• Procurement Module Interface
• Item, Occurrence and Product specification in the Procurement process
• Navigate in the Procurement Module
• Procurement module Log
• Reports and Exports from the Procurement Process
• Send data to Revit model

Step 1: Add Items to Procurement module

• Create Tender Groups
• Add Priorities to Items Occurrences
• Add or Move Items to an Tender Group:

Step 2: Create and edit a Tender

• Create Tender
• Add Items to a Tender
• Display Tender Items Specification
• Edit Occurrences after it is added to a tender
• Use filter to display Items in Sub Group

Step 3: Distribute Tender

• Create Tender Report
• Export Tender Items to Excel

Step 4: Registration of Offers

• Registration new Offers
• Approve Offer and Supplier
• Registration of Offered Items
• Registration alternative Offered Items
• Add data to offered Items
• Update Offered Item specification

Step 6: Create Agreement with Supplier

• Create Agreement
• Add Items to the Agreement
• Select various offered Items for Occurrences of one Item in the agreement
• Change quantity of Item Occurrence in agreement
• Add New Occurrence of the agreed Item
• Move Items Occurrences in agreement to another Room.
• Delete Items Occurrences from agreement
• Generate Individuals of Items
• Change to alternative Item in the agreement

Step 7: Create an order

• Create new order
• Add Occurrences to the Order
• Change Item Quantity
• Move Items Occurrence to Another Room
• Create an additional order