The setup of the procurement module
Import suppliers
When using the Procurement module, it is possible to import suppliers via a CSV file. This article explains how to set it up. Setting Up the Import Definition In the menu Application Management / Procurement / Suppliers, you can import suppliers ...
Configuration settings for Procurement
In the menu section Configuration Settings / Procurement, you will find settings that apply to the Procurement module. Also, read this article for more information on configuration settings. Make sure you understand what each setting does before ...
Sending orders from own domain via adding an SPF record
In essence, we send order requests from our domain (noreply@spend.cloud) along with our IP address (35.204.242.219). There is an option to send order requests from the client's own domain (e.g., inkoop@klantnaam.nl), but our IP address is still used. ...
How does procurement in Spend Cloud work?
The Procurement module allows you to track the entire procurement process from order placement to delivery and payment. It is possible to configure whether employees can make purchases independently, which suppliers they can buy from, and up to what ...
External application (Procurement API)
Visma | ProActive offers suppliers (external parties) the option to submit purchase orders to the Spend Cloud via an API. By presenting information in a certain way, purchase orders can be created in the Spend Cloud. You can use this if you already ...
Budgets
Within the Procurement module, there is the option to work with alerts for exceeding a budget. This is a setting that can be enabled by a ProActive consultant or the Support department. If enabled, as an Application Manager or within the procurement ...
Procurement procuration levels
The authorization (procuration) of an order is based on: - the supplier group to which the supplier belongs; - the authorization level of the ordering and reviewing employee(s). These two aspects are linked to the purchasing roles of employees. By ...
Adding and linking supplier groups
A supplier group is a collection of suppliers. Supplier groups play a significant role in determining which employees can place orders with which suppliers and who may review the orders. This allocation is always based on supplier groups. You can ...
Adding and linking a new supplier
Via Application Management / Procurement / Suppliers, you can manage all suppliers. After a supplier is added in Spend Cloud and linked to a supplier group, buyers can submit order requests for this supplier. Below, you will find more information on ...
Ledger translation
In the 'General Ledger Translation Table' menu, you can link a specific code to a general ledger account. When orders are placed through a webshop connection (OCI connection), the supplier can provide a product category code for each item when ...
Manage delivery and reception groups
In the 'Groups' menu within the application management of the Procurement module, you can manage delivery and receipt groups. In this article, we explain what these groups are and how to manage them. Receipt Groups A receipt group is a group of ...
Adding units
In the menu 'Units' within the application management of Procurement, you can find an overview of all the units that can be selected for a purchase request via a free order line or when creating the internal assortment. See examples of units here: By ...
Managing categories
You can link suppliers to one or multiple categories. This is important because it assists purchasers in navigating and quickly ordering from the right supplier. Categories visible to purchasers A buyer sees all the suppliers they are authorized to ...
Adding products to the Assortment
In the menu section Application Management / Procurement / Assortment, you can manage suppliers' assortments. Manually Adding an product By clicking the 'Add' button at the top of the overview, you can add a new product to the assortment. First, ...
Adding delivery addresses
Via Application Management / Procurement / Delivery Addresses, you will enter the menu section where you can manage the delivery addresses. Delivery addresses listed in this overview can then be selected when creating a purchase order request. By ...
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