The procurement process lets you obtain new objects, assets, or devices for your company. Before you can start the procurement process, you must prepare the procurement environment.
See Setting up the procurement environment.
If you plan to start the procurement process with the activities of the Purchase Request workflow, you must also set up the Asset Management Suite workflows.
Table: Process for performing the procurement
Create a purchase request.
The creation of a purchase request initiates the procurement process.
In case your procurement process starts with the steps of the Purchase Request workflow, you also use the Purchase Request workflow to automatically create the purchase request.
For more information about the Purchase Request workflow, see the following knowledge base article:
If you do not use the Asset Management Suite workflows in your environment, you manually create the purchase request in the Symantec Management Console.
See Creating a purchase request.
Generate a purchase order.
Symantec recommends that you use the purchase requests to generate the purchase orders. However, you can also create a purchase order manually.
See Generating a purchase order.
After you create a purchase order and send it to the supplier, the procurement process pauses until the items on the order arrive.
Generate an invoice.
When a shipment arrives, you generate an invoice in the Symantec Management Console in preparation for receiving the items. Use the purchase order to generate the invoice.
See Generating an invoice.
As the final step of the procurement process, you receive the items and place them in the stockroom or pass them to the owner.
When you receive an item, you can specify how you want to handle it. You can create a new resource in the Configuration Management Database (CMDB) or you can update the existing item.
See Receiving an item.
(Optional) View procurement reports.
You can access the procurement reports in the Symantec Management Console, on the Reports page, under Reports > Service and Asset Management > Procurement.
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