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Every setting and doctype that turns a purchase need into a paid supplier bill in ERPNext — Material Request through Payment Entry, in the order you configure them.
39 checks · 7 sections
Procure-to-pay in ERPNext is a chain of linked documents — Material Request → Request for Quotation → Supplier Quotation → Purchase Order → Purchase Receipt → Purchase Invoice → Payment Entry — each pulling data forward from the last. Get the masters and Buying Settings right first and the flow enforces your controls automatically. This is a reference to the actual doctypes and settings involved, so nothing gets configured out of order. Use it to sanity-check a new ERPNext buying setup or to audit one that grew organically. GST handling is provided by the India Compliance app; the rest is ERPNext core.
Supplier Group tree + 5 more
po_required + 7 more
Material Request with the right type + 4 more
PO from quotation or Material Request + 4 more
Purchase Receipt on delivery + 3 more
Purchase Invoice from PO/Receipt + 5 more
Supplier Scorecard per supplier + 4 more
All 39 checks across 7 sections as a clean branded Excel — each item with the guidance for why it matters, ready to share with your team. Free, no email required.
Material Request → Request for Quotation → Supplier Quotation → Purchase Order → Purchase Receipt → Purchase Invoice → Payment Entry. Each document pulls data forward from the previous one, so quantities, rates and taxes stay consistent across the chain.
In Buying Settings, enable po_required (and pr_required if you receive goods physically). ERPNext then enforces that a Purchase Order — and a Purchase Receipt — exist before a Purchase Invoice can be raised, giving you a three-way match before payment.
TDS is handled in ERPNext core via the Tax Withholding Category doctype — assign it to a Supplier or Purchase Invoice and it computes withholding using its rates, thresholds and accounts. GST (computation, e-invoice, e-way bill) is provided by the separate India Compliance app, not core ERPNext.
Two ways: set on_hold (with an optional Release Date) or the prevent_rfqs / prevent_pos flags directly on the Supplier, or drive it automatically from a Supplier Scorecard, which can warn or prevent RFQs and POs when a supplier's standing drops below your threshold.
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Kochi (Kadavanthra & Infopark) · Thiruvananthapuram · across India & overseas · In business since 2011