Procurement Type
The Procurement Type (PRCUTYP) table allows you to establish and maintain the types of procurement that are allowed in Advantage Procurement. Procurements must have assigned to them a Procurement Type; a Procurement Type acts like a template. The Procurement Type defines:
The types of transactions that can be associated with a procurement
A list of milestones that are tracked during each procurement state
Options for configuring Procurement TypesOptions for configuring Procurement Types
Determine which procurement states apply to the procurement type
Determine within each of the procurement states, the following:
Which transactions (transaction codes) apply to the state
The first transaction listed acts as the "default" transaction for the state
Transaction Codes can only be added that belong to the Procurement (PROC) Transaction Category as defined on the Transaction Control (DCTRL) table.
Which milestones should be tracked for this procurement state:
Which of these milestones are required for the procurement state to be completed
How many days should it take to complete each of these milestones (from the start of the state)
Examples of Procurement TypesExamples of Procurement Types
Unclassified - Procurements that do not fit into any other defined procurement type. The Unclassified Procurement Type defaults to transactions, if the Procurement Type field is left blank on submit. This Procurement Type comes pre-loaded with CGI Advantage and cannot be deleted.
Delivery Order - Orders made from an established master agreement.
Decentralized Purchase - Purchase orders that do not need to be processed by a central purchasing office.
Purchase Order - Purchase orders that must be processed by a central purchasing office.
Master Agreement - Master Agreement defines prices and terms and conditions for goods and services.
Contract - Establishes a contract or complicated order.
Professional Services - Procurement for professional services.
Construction - Procurement for construction goods and services.
CGI Advantage Procurement allows you to define as many procurement types as your business requirements dictate (for example, small purchases, capital equipment, construction, professional services). For each procurement type, milestones and the business rules for processing are assigned.
Defining Procurement Types consists of the following steps:
