How to create a procurement plan
After successfully adding the company to the site as a customer, you need to create a procurement plan. Now we will tell you step by step how to do it.
Step 1: It is necessary to click on the button "Purchase plans".
Step 2: After that, click on the "Create plan" button.
Step 3: After clicking the "Create plan" button, a page will open where we need to enter the necessary information about the procurement plan, namely: "Procedure type" , " Approximate start of the procedure" , "Purchase name" .
Fill in the "Notes" section as necessary.
Step 4: We continue to fill in the necessary information. Select the required customer in the "Purchaser" section , then select the required date in the "Start year" and "End year" sections . We enter the required amount in the "Expected cost" section , and by clicking on the "Determine by reference" button, we select the required item in the "Unified purchasing dictionary DKO21/CPV" section . If necessary, select the desired item in "Codes of the economic classification of budget expenditures (KEKV)" .
Step 5: Fill in the information in the "Source of funding" section . We select the necessary item in the "Source of purchase financing" and, if necessary, make a "Description of the source of financing" . Be sure to specify the required amount in the "Amount" section . If there is an additional source of financing, then we click on the button " Add a source of financing" and enter the information.
Step 6