Agreements, vendor returns, and reports

Purchase Agreements at /procurement/agreements manage negotiated quantity and price commitments. Vendor Returns at /procurement/returns reverse received goods. Reports at /procurement/reports analyze purchasing.

#Purchase agreements

1. Open /procurement/agreements/new.
2. Choose the vendor, default warehouse, validity dates, and lines with agreed quantity and price.
3. Save the Draft.
4. Select Confirm.
5. Use Create Release to enter release quantities and notes.

Each successful release creates a Draft purchase order and increments released quantity atomically. The action rejects a release above the remaining committed quantity.

Agreement states are Draft, Confirmed, Closed, and Cancelled. Close a fulfilled or expired agreement. Cancel an agreement that should never receive further releases.

#Vendor returns

Open /procurement/returns/new.

1. Choose the source receipt.
2. Select the return source location and the vendor return destination required by the form.
3. Enter only variants and quantities that were received and remain returnable.
4. Save the Draft and confirm it.

Confirmation posts the outbound reversal. Return states are Draft, Done, and Cancelled.

#Purchase reports

Open /procurement/reports for purchase analysis, vendor cost trends, and procurement expense categories. The Purchase dashboard also shows spend by vendor, on time in full performance, and RFQ pipeline metrics.

Reports rely on actual order and receipt states. Draft orders do not represent committed or received spend.

#Common problems