The Purchases and procurements tab allows you to manage the connection between your Plan and actual tender competitions.
Viewing and Accessing Purchases
If your organisation uses the integration between Procurement Planning and Tendering, the Purchases and Procurements tab displays all purchases created within the Plan.
Direct Access: If you have credentials for Mercell Tendering, you can proceed directly to the procurement by clicking the provided procurement link.
Creating New Purchases
Purchase Without Items: Click "Create a new purchase without items."
Purchase With Items: If you need to add item groups to the purchase, you must initiate the purchase from the "Items" tab.
Linking to Existing Procurements
You can create a link between your current Plan and an existing procurement regardless of the procurement's status (excluding deleted, archived, or suspended ones).
To create the link, click Create link to purchase.
Note: Creating this link does not change the status or content of the existing purchase.
Deleting a Purchase Link
You can delete a purchase from the Purchases and acquisitions section.
When a purchase is deleted here, the status of the related items in the "Items to be
purchased" section automatically reverts to "Awaiting purchase." This allows you to add those items to a new competition if needed.
Article Ref: 131020251412
