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Setting up the procurement environment

Asset Management Suite

Procurement describes the process of obtaining new objects, assets, or devices for your company. Asset Management Suite helps you manage your procurement process and provides the templates that help you create and manage procurement-related configuration items. Creating and using these configuration items lets you track assets and resources for their entire lifecycle. You can also run reports and use filters to determine the status of items in your procurement process.

For an overview of the procurement process, you can see the following video:

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The Quick Start - Procurement Web part displays the items that must be completed in the order shown, when you first begin working in the Procurement portal. First you must set up the stockrooms, supplier companies, and catalogs, and then you enter the catalog items. After you prepare the procurement environment, you can create purchase requests and purchase orders.

See Performing the procurement

Table: Process for setting up the procurement environment

Step

Action

Description

Step 1

Create a stockroom.

Creating a stockroom is the first step of preparing the procurement environment. A stockroom lets you keep track of the catalog items.

See Creating a stockroom

Step 2

Create supplier companies.

Before you can create procurement catalogs, you must create company configuration items for suppliers from whom you purchase assets and consumables.

See Creating a company

Step 3

Create procurement catalogs.

Procurement catalogs house the information that you need to request assets.

See Creating a procurement catalog

Step 4

Add items to the procurement catalogs.

After you create a procurement catalog, you must populate it with the consumables, assets, or software that users can request.

See Adding items to the procurement catalog

Step 5

(Optional) Create bundles.

Bundles let you group frequently ordered catalog items together.

See Creating a bundle

Step 6

(Optional) Keep track of the consumable items in stock.

The Replenish Stockroom Quantities automation policy helps you keep track of the quantities of the consumable items in the stockroom. This policy also performs a reorder, if necessary.

See Replenishing stockroom quantities