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Maintenance Assistant

Purchase Order Module Overview

© 2013 Maintenance Assistant Inc.
Purchasing without an RFQ

© 2013 Maintenance Assistant Inc.
1. Purchase request is made
User Generates

Parts

Purchase Request

Storeroom

Receipt

1

Purchase
Planning
Board

Purchase
Order

Supplier

© 2013 Maintenance Assistant Inc.
2. Generate purchase order
User Generates

Parts

Purchase Request

Storeroom

Receipt

1

Purchase
Planning
Board

2

Purchase
Order

Supplier

© 2013 Maintenance Assistant Inc.
3. Send to supplier
User Generates

Parts

Purchase Request

Storeroom

Receipt

1

Purchase
Planning
Board

2

Purchase
Order

3

Supplier

© 2013 Maintenance Assistant Inc.
4. Receive goods
User Generates

Parts

Purchase Request

Storeroom

Receipt
4

1

Purchase
Planning
Board

2

Purchase
Order

3

Supplier

© 2013 Maintenance Assistant Inc.
5. Add goods to parts storeroom
User Generates

Parts

Purchase Request

5

Storeroom

Receipt
4

1

Purchase
Planning
Board

2

Purchase
Order

3

Supplier

© 2013 Maintenance Assistant Inc.
Purchasing with an RFQ

© 2013 Maintenance Assistant Inc.
1. Purchase request is made
User Generates

Parts

Purchase Request

Storeroom

Receipt

1

Purchase

Purchase

Planning

Order

Board

RFQ

Supplier

© 2013 Maintenance Assistant Inc.
2. Generate RFQ
User Generates

Parts

Purchase Request

Storeroom

Receipt

1

Purchase

Purchase

Planning

Order

Board
2

RFQ

Supplier

© 2013 Maintenance Assistant Inc.
3. Send RFQ to supplier, receive back quote

User Generates

Parts

Purchase Request

Storeroom

Receipt

1

Purchase

Purchase

Planning

Order

Board
2

RFQ

Supplier
3

© 2013 Maintenance Assistant Inc.
4. Accept quote, generate purchase order

User Generates

Parts

Purchase Request

Storeroom

Receipt

1

Purchase

Purchase

Planning

Order

Board
2
4

RFQ

Supplier
3

© 2013 Maintenance Assistant Inc.
5. Send purchase order to supplier
User Generates

Parts

Purchase Request

Storeroom

Receipt

1

Purchase

Purchase

Planning

Order

Board
2

5

4

RFQ

Supplier
3

© 2013 Maintenance Assistant Inc.
6. Receive goods
User Generates

Parts

Purchase Request

Storeroom

Receipt
6

1

Purchase

Purchase

Planning

Order

Board
2

5

4

RFQ

Supplier
3

© 2013 Maintenance Assistant Inc.
7. Add goods to parts storeroom
User Generates

Parts

Purchase Request

7

Storeroom

Receipt
6

1

Purchase

Purchase

Planning

Order

Board
2

5

4

RFQ

Supplier
3

© 2013 Maintenance Assistant Inc.
Automated purchasing using stock triggers

© 2013 Maintenance Assistant Inc.
1. Low stock automatically generates RFQ, sends to supplier

1

Parts

Receipt

Storeroom

Purchase

Purchase

Planning

Order

Board

RFQ

Supplier

© 2013 Maintenance Assistant Inc.
2. Supplier responds with quote
1

Parts

Receipt

Storeroom

Purchase

Purchase

Planning

Order

Board

RFQ

Supplier
2

© 2013 Maintenance Assistant Inc.
3. Accept quote, generate purchase order

1

Parts

Receipt

Storeroom

Purchase

Purchase

Planning

Order

Board

3

RFQ

Supplier
2

© 2013 Maintenance Assistant Inc.
4. Send purchase order to supplier
1

Parts

Receipt

Storeroom

Purchase

Purchase

Planning

Order

Board

4
3

RFQ

Supplier
2

© 2013 Maintenance Assistant Inc.
5. Receive goods
1

Parts

Receipt

Storeroom

5

Purchase

Purchase

Planning

Order

Board

4
3

RFQ

Supplier
2

© 2013 Maintenance Assistant Inc.
6. Add goods to parts storeroom
1

6

Parts

Receipt

Storeroom

5

Purchase

Purchase

Planning

Order

Board

4
3

RFQ

Supplier
2

© 2013 Maintenance Assistant Inc.
Find out more at :
maintenanceassistant.com
Like us on Facebook:
facebook.com/maintenanceassistant
Follow us on Twitter:
@MA_CMMS

© 2013 Maintenance Assistant Inc.

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Purchase Module Overview

  • 1. Maintenance Assistant Purchase Order Module Overview © 2013 Maintenance Assistant Inc.
  • 2. Purchasing without an RFQ © 2013 Maintenance Assistant Inc.
  • 3. 1. Purchase request is made User Generates Parts Purchase Request Storeroom Receipt 1 Purchase Planning Board Purchase Order Supplier © 2013 Maintenance Assistant Inc.
  • 4. 2. Generate purchase order User Generates Parts Purchase Request Storeroom Receipt 1 Purchase Planning Board 2 Purchase Order Supplier © 2013 Maintenance Assistant Inc.
  • 5. 3. Send to supplier User Generates Parts Purchase Request Storeroom Receipt 1 Purchase Planning Board 2 Purchase Order 3 Supplier © 2013 Maintenance Assistant Inc.
  • 6. 4. Receive goods User Generates Parts Purchase Request Storeroom Receipt 4 1 Purchase Planning Board 2 Purchase Order 3 Supplier © 2013 Maintenance Assistant Inc.
  • 7. 5. Add goods to parts storeroom User Generates Parts Purchase Request 5 Storeroom Receipt 4 1 Purchase Planning Board 2 Purchase Order 3 Supplier © 2013 Maintenance Assistant Inc.
  • 8. Purchasing with an RFQ © 2013 Maintenance Assistant Inc.
  • 9. 1. Purchase request is made User Generates Parts Purchase Request Storeroom Receipt 1 Purchase Purchase Planning Order Board RFQ Supplier © 2013 Maintenance Assistant Inc.
  • 10. 2. Generate RFQ User Generates Parts Purchase Request Storeroom Receipt 1 Purchase Purchase Planning Order Board 2 RFQ Supplier © 2013 Maintenance Assistant Inc.
  • 11. 3. Send RFQ to supplier, receive back quote User Generates Parts Purchase Request Storeroom Receipt 1 Purchase Purchase Planning Order Board 2 RFQ Supplier 3 © 2013 Maintenance Assistant Inc.
  • 12. 4. Accept quote, generate purchase order User Generates Parts Purchase Request Storeroom Receipt 1 Purchase Purchase Planning Order Board 2 4 RFQ Supplier 3 © 2013 Maintenance Assistant Inc.
  • 13. 5. Send purchase order to supplier User Generates Parts Purchase Request Storeroom Receipt 1 Purchase Purchase Planning Order Board 2 5 4 RFQ Supplier 3 © 2013 Maintenance Assistant Inc.
  • 14. 6. Receive goods User Generates Parts Purchase Request Storeroom Receipt 6 1 Purchase Purchase Planning Order Board 2 5 4 RFQ Supplier 3 © 2013 Maintenance Assistant Inc.
  • 15. 7. Add goods to parts storeroom User Generates Parts Purchase Request 7 Storeroom Receipt 6 1 Purchase Purchase Planning Order Board 2 5 4 RFQ Supplier 3 © 2013 Maintenance Assistant Inc.
  • 16. Automated purchasing using stock triggers © 2013 Maintenance Assistant Inc.
  • 17. 1. Low stock automatically generates RFQ, sends to supplier 1 Parts Receipt Storeroom Purchase Purchase Planning Order Board RFQ Supplier © 2013 Maintenance Assistant Inc.
  • 18. 2. Supplier responds with quote 1 Parts Receipt Storeroom Purchase Purchase Planning Order Board RFQ Supplier 2 © 2013 Maintenance Assistant Inc.
  • 19. 3. Accept quote, generate purchase order 1 Parts Receipt Storeroom Purchase Purchase Planning Order Board 3 RFQ Supplier 2 © 2013 Maintenance Assistant Inc.
  • 20. 4. Send purchase order to supplier 1 Parts Receipt Storeroom Purchase Purchase Planning Order Board 4 3 RFQ Supplier 2 © 2013 Maintenance Assistant Inc.
  • 22. 6. Add goods to parts storeroom 1 6 Parts Receipt Storeroom 5 Purchase Purchase Planning Order Board 4 3 RFQ Supplier 2 © 2013 Maintenance Assistant Inc.
  • 23. Find out more at : maintenanceassistant.com Like us on Facebook: facebook.com/maintenanceassistant Follow us on Twitter: @MA_CMMS © 2013 Maintenance Assistant Inc.