Kingdee Financials Procurement Tutorial298

Introduction

Kingdee Financials is a comprehensive enterprise resource planning (ERP) solution that includes a robust procurement module. This tutorial will provide you with a step-by-step guide to managing the procurement process in Kingdee Financials, from creating purchase requisitions and sending out purchase orders to receiving goods and paying suppliers.

Creating a Purchase Requisition

The first step in the procurement process is to create a purchase requisition. A purchase requisition is a document that outlines the goods or services that are being requested and specifies the quantity, price, and delivery date. To create a purchase requisition in Kingdee Financials, navigate to the "Procurement" module and click on the "Purchase Requisition" tab. From here, you can create a new purchase requisition by clicking on the "New" button.

When creating a purchase requisition, you will need to provide the following information:
Vendor: Select the vendor from whom you are purchasing the goods or services.
Item: Enter the item code or name of the goods or services.
Quantity: Specify the quantity of goods or services being ordered.
Price: Enter the price of the goods or services.
Delivery Date: Specify the date by which the goods or services are expected to be delivered.

Sending a Purchase Order

Once you have created a purchase requisition, you can send it to the vendor to request a purchase order. To send a purchase order in Kingdee Financials, navigate to the "Procurement" module and click on the "Purchase Order" tab. From here, you can create a new purchase order by clicking on the "New" button.

When creating a purchase order, you will need to provide the following information:
Vendor: Select the vendor from whom you are purchasing the goods or services.
Purchase Requisition: Select the purchase requisition that you want to convert into a purchase order.
Quantity: Specify the quantity of goods or services being ordered.
Price: Enter the price of the goods or services.
Delivery Date: Specify the date by which the goods or services are expected to be delivered.

Receiving Goods

When you receive the goods or services, you need to process a goods receipt in Kingdee Financials. To process a goods receipt, navigate to the "Procurement" module and click on the "Goods Receipt" tab. From here, you can create a new goods receipt by clicking on the "New" button.

When creating a goods receipt, you will need to provide the following information:
Purchase Order: Select the purchase order that the goods or services are being received for.
Item: Enter the item code or name of the goods or services.
Quantity: Specify the quantity of goods or services being received.
Unit Price: Enter the unit price of the goods or services.

Paying Suppliers

Once you have received the goods or services and processed a goods receipt, you can pay the supplier. To pay a supplier in Kingdee Financials, navigate to the "Accounts Payable" module and click on the "Payments" tab. From here, you can create a new payment by clicking on the "New" button.

When creating a payment, you will need to provide the following information:
Supplier: Select the supplier that you are paying.
Invoice: Select the invoice that you are paying.
Amount: Enter the amount that you are paying.
Payment Method: Select the payment method that you are using.

2025-01-17

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