Beschaffung
Discover a wealth of knowledge on procurement-related processes such as creating and managing products, booking runs, and incoming invoices. Explore how to handle returns, incoming goods, and orders. Find answers to common questions and learn about advanced topics like batch and lot control, inventory accounts, and bill of materials. This collection provides comprehensive information that enables efficient navigation and usage of procurement features.
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procurementProcurement in Scopevisio: control all merchandise management from ordering and goods receipt to supplier invoice processing in one integrated system.
Procurement settingsProcurement settings in Scopevisio: configure order import behaviour, product-supplier assignments and other procurement process settings in master data administration.
Roles and rights for procurementProcurement roles and rights in Scopevisio: assign standard user profiles for purchaser, warehouse manager, warehouse clerk and internal sales roles.
Order controlOrder control in Scopevisio: monitor all open orders and delivery status using traffic-light indicators to prioritise shipments and track progress.
Order enquiryCreate purchase enquiries in Scopevisio to request prices, delivery times and product details from one or more suppliers before placing an order.
Order suggestionsOrder proposals in Scopevisio procurement: view which products need reordering per location and supplier, with quantities, values and urgency indicators.
OrdersPurchase orders in Scopevisio: create and manage purchase contracts with suppliers, track order confirmations and monitor the goods receipt workflow.
Incoming goodsGoods receipts in Scopevisio procurement: record full or partial deliveries using supplier documents, with different starting points for each scenario.
ReturnsReturns in Scopevisio procurement: transfer posted goods receipts to full or partial returns when deliveries are faulty, incorrect or incomplete.
Incoming invoicesIncoming invoices in Scopevisio procurement: automatically verify supplier invoices by integrating the invoice receipt book with purchase orders and goods receipts.
Questions and answersProcurement FAQ in Scopevisio: answers about placing orders without order management, efficiency gains and FIFO automation.
Booking runsPosting runs in Scopevisio procurement: transfer all transactions to financial accounting at period close by selecting the relevant period and starting the run.
Further informationAdditional procurement functions in Scopevisio: stock overview per product and location with valuation price, average price, batch and expiry date details.
Batches and lotsBatch management in Scopevisio: label products for batch tracking, record batches on goods receipts and trace stock movements using the FIFO principle.
Product groups, valuation methods, stock accountsProduct group valuation methods in Scopevisio: configure moving average, FIFO or LIFO valuation for product groups to correctly map inventory costs.
Requirement request or internal requestRequirement requests in Scopevisio: document internal product needs with product, quantity, deadline and optional project reference for consolidated procurement.
Inventory
Financial statements, transfer to financial accountingTransfer stock movements to Scopevisio financial accounting as part of periodic financial statements, including goods receipt reconciliation and value alignment.
Parts listsBills of materials in Scopevisio: define which components make up a target product; only the target product appears on quotations, orders and invoices.
Basic navigation in Scopevisio - example procurementBasic navigation in the Scopevisio procurement module: understand the menu bar structure and navigate efficiently between process steps and forms.