Purchase Item

Epic focuses on the requesting, authorising and tracking purchase items. A Purchase Item is a tangible material or a bought-in service. A purchase item maps to a line item on a purchase order. Purchase items are divided into materials and subcontracts. This division is for clarity only - both are processed identically.

Categories
A purchase item is a categorised record.

Cost Centre
Purchase items are assigned to cost centres - most normally tasks. Purchase items can be viewed via the purchases plug-in or on the project editor.

Lifeline
A purchase item has its own lifeline - a sequence of statuses through which it passes. This sequence is dependent upon the business process.

Categorised Costs
Purchase items normally record a single figure for their cost.
H
owever following the principle of progressive disclosure, you can choose to view and use 'categorised' costs for the purchase item.
Epic actually stores up to three fields for the cost of a purchase.
Each field can represent anything you choose, for instance estimated cost, committed cost and actual cost.
However note that for price calculations, Epic simply sums all of these fields.
By default, when using only a single figure, Epic simply uses the first of the fields.
Categorised costs have nothing to do with the purchase item record's categories.

 

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