M3 Procurement User Guide - Infor

1 M3 Procurement User GuideVersion September 20, 2016 Copyright 2016 Infor . All rights NoticesThe material contained in this publication (including any supplementary information) constitutes andcontains confidential and proprietary information of gaining access to the attached, you acknowledge and agree that the material (including anymodification, translation or adaptation of the material) and all copyright, trade secrets and all otherright, title and interest therein, are the sole property of Infor and that you shall not gain right, title orinterest in the material (including any modification, translation or adaptation of the material)

2 By virtueof your review thereof other than the non-exclusive right to use the material solely in connection withand the furtherance of your license and use of software made available to your company from Inforpursuant to a separate agreement, the terms of which separate agreement shall govern your use ofthis material and all supplemental related materials ("Purpose").In addition, by accessing the enclosed material, you acknowledge and agree that you are required tomaintain such material in strict confidence and that your use of such material is limited to the Purposedescribed above. Although Infor has taken due care to ensure that the material included in this publicationis accurate and complete, Infor cannot warrant that the information contained in this publication iscomplete, does not contain typographical or other errors, or will meet your specific requirements.

3 Assuch, Infor does not assume and hereby disclaims all liability, consequential or otherwise, for any lossor damage to any person or entity which is caused by or relates to errors or omissions in this publication(including any supplementary information), whether such errors or omissions result from negligence,accident or any other limitation, export control laws and other applicable export and import laws govern youruse of this material and you will neither export or re-export, directly or indirectly, this material nor anyrelated materials or supplemental information in violation of such laws, or use such materials for anypurpose prohibited by such AcknowledgementsThe word and design marks set forth herein are trademarks and/or registered trademarks of Infor and/orrelated affiliates and subsidiaries.

4 All rights reserved. All other company, product, trade or servicenames referenced may be registered trademarks or trademarks of their respective InformationRelease: date: September 20, 2016 Document Number: this Order Settings for the Purchase Weight in Purchase , Delivery Advice and Transport Notification for and Connect Delivery Note and Package to a PO Packing Instruction and Make Available for a Purchase Order , Release and Display Purchase and Release Planned Purchase / Fashion Matrix plug-ins for purchase Purchase Order Change Aggregated Purchase Order and Follow Up Activities for a Purchase Purchase - Procurement User Guide | 3 Purchase Order Order - Confirmation of Shipment Advice for Transport Notification for for Monitoring and Follow Up Activities for a Purchase for Purchase per Company and for Purchase for Release of Planned Purchase for Supplier and - Purchase - Request for - Supplier Chain Type - Agreements with Settings for Agreements with Agreements in

5 Purchase | M3 Procurement User GuideContentsExtended Quality Inspection in the Receiving Receiving Flow for Purchase Extended Quality Goods Receipt per Package and Quality Inspection of Away Purchased for Extended Quality for Goods Receiving, Quality Inspection, Claims and Quality Settings for Component Exchange with Supplier in Core Management Component Exchange between Customer and a Component for Component Exchange with Components for the Component Exchange Cores to Purchase Authorization for Authorization in Order Batch Business Engine Administrator's Guide for Purchase Order Batch Entry.

6 239M3 Procurement User Guide | 5 ContentsPurchase Order Batch for Purchase Order Batch Purchase Order Batch Evaluation and and Display Supplier Settings for Supplier Evaluation and Delivery Time Purchase Quality Inspection Supplier Evaluation and and Print ABC Classification for Contract Contract Management (GCM) - Contract Management (GCM) - Worked Origin for Grower Matrix - Selection Matrix - Printing Settlement for a Grower VAT on a Grower customer order invoices during grower agreement control for settlement in | M3 Procurement User GuideContentsRequest for Purchase Inquiry and Create Purchase a Purchase Quotation and Create Agreements from Purchase Inquiry Purchase Inquiry from a Planned Request for Purchase Purchase Quotations and Print Purchase Purchase Quotation with Basic Settings for Settings for Subcontracted Settings for Subcontracted Operations.

7 340 Managing Subcontracting in Order for Subcontracted for Subcontracted Delivery a Purchase Order to a Purchase Delivery Agreement for Purchase Delivery and Print Purchase Delivery Settings for Purchase Delivery Schedule - Procurement User Guide | 7 ContentsManaging Purchase Delivery Goods Receipt for Delivery Schedule | M3 Procurement User GuideContentsAbout this GuideIntended AudienceM3 Business Engine User Documentation provides guidance for end users and consultants regardingunderstanding basic concepts and using key processes in M3 Business Engine. Further informationabout the available programs and functionalities is available as field help StructureM3 Business Engine User Documentation is a task-oriented documentation, providing descriptions onperforming specific procedures, defining settings and running specific, step-by-step procedures.

8 Tosome extent, this documentation set also contains conceptual documents, providing backgroundinformation or describing requirements and how they are matched in M3 Business following table provides a brief overview of the most common sections that appears in this describes what kind of information the document the consequence of a process completed or a how the results can be , if applicable, any changes that have been implementedin the System is AffectedDescribes the prerequisites of a process or a you startLists all relevant parameters with a detailed to SetDescribes, if applicable, the concept or the purpose of the conceptand when and how it is an overview (often as a flow chart)

9 Of the activities in all the activities above and provides a summary of when,where and how to carry them DescriptionDescribes, if applicable, how to carry out a settings these stepsLists other documents that contain relevant AlsoMore InformationInformation and help about accessing and using M3 Business Engine User Documentation as anInfocenter is available as InfoCenter the help by clicking the question mark in the top right corner after deploying the Procurement User Guide | 9 Related product documentation is available on the Infor Xtreme portal. You can find documentation posted to the product records on the Download Products page.

10 Lookhere first for installation guides and release notes. You can browse or search for product documentation on the Documentation questions or feedback, contact Infor Xtreme | M3 Procurement User Guide1 Procurement OverviewProcurement OverviewThis document is an overview of the basic Procurement flow, which includes purchase orders,confirmations, and goods receipt. This document also highlights some special functions in theprocurement Procurement User Guide | 11 The basic Procurement flow includes both the manual creation of purchase orders and their automaticcreation from planned orders and purchase Purchase OrderYou can create Planned Purchase Order manually, via MRP calculation, or by PO OrderThis step includes both the manual creation of purchase orders and their automatic creation fromplanned orders and purchase ConfirmationConfirming a purchase order can consist of one or more of the following activities.