04 Purchasing Flow Survey

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04 Purchasing Flow Survey by Mind Map: 04 Purchasing Flow Survey

1. VENDORS / CONTACTS

1.1. - Who is responsible for registration?

1.1.1. Claudia Lopez - Finance

1.2. - Are they categorized?

1.2.1. - Expenses Refund - National providers - Foreign Suppliers

1.3. - In which currencies do the suppliers charge you?

1.3.1. - COP - USD

1.4. - What are the most common payment terms?

1.4.1. Same as Sales Flow

1.5. - Do they share suppliers between companies from the same country?

1.5.1. Yes

1.6. - Do you share suppliers between companies from different countries?

1.6.1. Yes

2. CREDIT NOTES

2.1. -How many are registered per month? What are the reasons for issuance?

2.1.1. At present they do not have credit notes, for: - defects in goods, - wrong values o - Differences of PO with Invoices

2.2. - Is there an approval process?

2.2.1. No

3. CURRENT REPORTS

3.1. - Expense Reports

3.2. - Vendor Reports

3.3. - Pending Reports

3.4. - Corporate Reports of this flow

4. PAYMENTS

4.1. - In which currencies do the payments take place?

4.1.1. COP USD depending on the purchases could be in EUR

4.2. -The document and the payment can be different currencies? What are the cases?

4.3. - What forms of payment are used?

4.3.1. - They can be billed in USD and paid in COP - Transfers - Checks - Forex Trading

4.4. - Do they handle customer-supplier compensation?

4.4.1. Yes, they make compensations.

4.5. - Do you handle electronic payments? With what banks? Have the structures?

4.5.1. They do Bancolombia The format already sent was pending the example of the text file

5. PURCHASE ORDER

5.1. - Do they have a centralized shopping area or does each budget area make purchases?

5.1.1. Centralized Shopping Area

5.2. - Do they send purchase orders to suppliers?

5.2.1. Yes

5.3. - How many OCs are issued per month?

5.3.1. 60 PO per month average

5.4. - Do you have purchase order approval?

5.4.1. Yes

5.4.2. - If yes, do they have approval levels?

5.4.2.1. Levels: - Regional Operations Manager - Latin American Vice-President - Oklahoma

6. BILLING

6.1. - How many invoices are registered per month?

6.1.1. 100 Invoices per month average

6.2. - Is there an approval process?

6.2.1. Acceptance of the good or service is the approval of the invoice so that it can be canceled by the area of Finance

6.3. - Do they have amortization of deferred expenses?

6.3.1. Yes, they have amortization of deferred expenses

6.4. - Do you have intercompany purchase invoices?

6.4.1. Yes, they have intercompany invoices.

7. ACCEPTANCE OF SERVICE / GOOD

7.1. - Do they have a level of approval for the good or service purchased?

7.1.1. All Service and purchases have approval levels.

7.2. - Is the acceptance of goods or services carried out by the central purchasing area or by budget managers?

7.2.1. Budget Managers

8. Types of Expenses

8.1. Operative Expenses

8.2. Recurring Expenses

8.3. Contractual expenses fixed amounts

8.4. Contracted Expenses variable amounts