PROCUREMENT PLAN

Procurement Plan Management from Version (collecting more procurement plan) to Procurement Plan creation and its deployment (purchase order creation) comparing planned with actual figures (amount, price and quantity) with variance analysis (price variance, quantity variance and overall variance).

Two monitors are provided to check quantity and amount figures for the follow up purchase process, i.e. goods receipt and invoice receipt.

Two authorization roles are involved in the overall process: Purchase User and Purchase Manager

the following picture provides an overall process overview:

•      configuration of an outgoing email server is to be set up for sending out notification mail in approval processes to purchase manager

•      in purchase setting the following features should be activated through setting the proper indicator:

◦     purchase agreement

◦     vendor pricelist

•       in user master data the following settings have to be performed:

◦    notification via email (for purchasing manager only)

◦    manage vendor price list

Procurement Plan Version

•       approval process involving purchase manager (responsible of procurement plan version) who is informed via email

•       document attachment management

•       logical archiving features

•       activating standard activity features for managing activities in approval process

•       rejection text mandatory for entering reject reason

•       after approving it, the procurement plan version is visible in procurement plan management

•       in closing it, all related procurement plans are frozen, so all figures are frozen (this should be done after performing all transactions related to the involved purchase orders, i.e. goods receips and invoice receipts)

•       kanban view is available also for providing an overview of procurement version status

•       in kanban view all Odoo standard activities can be planned and performed

Procurement Plan

•       each Procurement Plan has to be assigned to a Procurement Plan Version; hence procurement plans are collected through the assigned procurement plan version

•       approval process involving purchase manager who is informed via email

•       document attachment management

•       logical archiving features

•       activating standard activity features for managing activities in approval process

•       rejection text mandatory for entering reject reason

•       vendor price list sub-screen for supporting unit price and target saving management

•       when approving it, a purchase agreement is automatically created with the agreement type entered at header level; this is for supporting the follow-on procurement process

•       POs are collected with reference to a procurement plan

•       new items can be entered at PO level (extra budget) and are taken into account in the follow-on analyses also

•       kanban view is available also for providing an overview of procurement plan status ordered (in column) by their version (see picture below)

•       in kanban view all Odoo standard activities can be planned and performed

Procurement Plan Version UPLOAD

all data should be uploaded into the related data structure before performing the three analyses detailed below:

·        variance analysis

·        quantity monitor

·        amount monitor

Variance Analysis

•       the overall variance is breakdown in price and quantity variances to detail the reason for it.

•       Extra budget lines are point out also (the overall amount is calculated as delta)

•       actual saving is calculated also to be compared with the target one

•       pivot view is available also to sum up delta figures

Quantity Monitor

•      the following figures are calculated according the control policy set at product master level:

◦   quantity to receive

◦   quantity to be invoiced (negative figured are related to a credit note to be asked)

Amount Monitor

•      similar figures are provided in amount monitor:

◦   amount to receive

◦   amount to be invoiced (negative amount is related to credit note to be asked)

•      pivot view is also available for summing up indicators related to the follow-on purchase process (goods receipt and invoice receipt)