By default in Erply for a purchase document you have the Purchase Order and Purchase Invoice. However, there's also the option of including the use of the Purchase Waybill and Purchase Invoice-Waybill. Here’s why it’s good to use that option.
Why use them and how do they work?
Those extra document types are very beneficial for planning ahead and for when you have different people doing different parts of a purchase process, for example one group of people who create orders, a second group who take the products in when stock arrives, and a third group who create and receive invoices for the products.
Those document types are also needed when using WMS (Warehouse Management System).
How those document types work are:
- Purchase Order - Still works the same way, order to the supplier.
- Purchase Waybill - You take the stock in from the supplier, but they haven’t sent the Invoice yet.
- Purchase Invoice - The products have already come to your warehouse with Purchase Waybill and now the supplier is sending an Invoice for those products that arrived.
- Purchase Invoice-Waybill - Works as Purchase Invoice worked before, so the stock arrives at your warehouse with the invoice.
So the documents work with the same logic as the sales document. Waybill moves the stock and invoice just creates payments for stock that has already arrived.
This is beneficial to use when you have a group of people who creates orders, other group who take the products in when stock arrives, and a third group who creates and receives invoices for the products.
How can I enable Purchase Waybill and Purchase Invoice-Waybill?
You can enable those document types from Settings -> Configurations -> Inventory and Purchase - Enable Extra Features.
There you have this option:
If that is ticked and saved then the extra document types for purchase are enabled on your account.