Purchase Orders & Procurement in e:corg ERP

The session covered:

• Creating purchase orders (manual entry and auto-generation)

• Working with suppliers via contracts, price lists, payment rules, and logistics settings

• Price controls that block purchases above negotiated rates

• Approval workflows for non-standard conditions and price deviations

• Mapping supplier nomenclature/SKUs to internal products

• Importing data from external files for fast onboarding

• Automatic creation of related documents (invoices, receipts, payment records)

• Predefined reports for order status, supplier info, volumes, and payment timelines

• Q&A with live demonstrations

Features:

• Maintaining supplier price lists and negotiated terms
• Enforcing price controls; visual variance checks invoice vs PO
• Triggering approval workflows when conditions or prices change
• Role-based permissions for buyers; limited-rights buyers cannot purchase outside policy
• Full audit trail: all changes captured in the PO history

Topics:

• Tracking payment status and late payments across periods
• Configuring payment rules and due dates per supplier
• Defining partners vs counterparties for clean reporting and data exchange
• Access control for risk-sensitive operations

The system supports:

• Logistics parameters for warehouse receiving

• Hiding POs from warehouse staff until shipment/release is confirmed

• Partial deliveries per agreed schedule

• Recording cancellation reasons when adjusting PO quantities

Demonstration included:

• Automatic document flow from POs (invoices, receipts, payment entries)

• Creating multiple linked documents from a single PO

• Preparing documents for intermediary/related payments

• Integration-ready approach for external data import

Shown in the webinar:

• Order status reports (awaiting approval, awaiting receipt/shipment, closed)

• Supplier payment behavior and late-payment tracking by period

• Purchase volumes and supplier analytics

• Saved filters and reusable report views for business teams

• Update supplier price lists to keep them current and accurate

• Buyers follow approval when prices exceed negotiated terms

• Managers review POs pending approval

• Accounting posts invoices only after PO confirmation

• Users document cancellation reasons on PO quantity changes

• Procurement monitors payment due dates to avoid late payments

• Complete supplier-product ↔ internal product mapping

✔ Price compliance & governance — Block over-price purchases, route exceptions to approval.

✔ Data integrity — Clear partner/counterparty definitions, SKU mapping, full audit trail.

✔ Faster cycles — Auto-generated documents and bulk imports reduce manual work.

✔ Visibility — Ready-made reports on statuses, volumes, and supplier payment behavior.