Purchase equipment: supplier, order and receipt

Continue the Acme case

Acme buys one machine for $6,000 from Aster Equipment against the released project plan. Keep the quotation and business reason prepared in Core. A previous coordination approval does not replace Accounting's required purchase decisions.

Role and prerequisites

Tom starts the available company purchase request in Core Start process and tracks it in Started by me. Acme's assigned budget and controller reviewers decide independently. An admitted procurement operator then performs purchasing work; reviewers use their assigned Core dossiers. The supplier, permitted purchasing source and authority must be available in this installed release.

Prepare the purchase

1. Onboard Aster with its legal identity, contacts and due-diligence documents. Submit the supplier review; only independent activation makes it eligible for new orders.
2. Record one requisition line: machine, quantity 1, price $6,000. Submit the supported route with its required evidence and budget reference. Use the generated business total and resolved company context.
3. From the approved, unconverted requisition scope, prepare the purchase order for Aster. Do not create a second requisition merely because an employee request also exists; retain their evidence relationship through the supported process.
4. Submit the order for the required decision. The originator sends the approved order. Approval and sending remain distinct recorded actions.
5. Record receipt against the open order line: quantity 1, acceptable condition, delivery-note number/date and the actual attachment. Post through the permitted receipt action.

Verify the saved result

An active supplier, one approved/sent order and one posted receipt exist. Ordered and received quantity are both 1. The commitment is traceable; no supplier payment has happened. Over-receipt, an inactive supplier or an unrelated line must not produce a successful receipt. Changing the supplier clears dependent contract choices.

Next, match the invoice and record the payable. A missing delivery note is resolved before matching, not labelled a successful receipt.