Versa Cloud ERP Purchase Plans let buyers collect and review purchasing decisions before creating purchase orders. The Purchase Plan Advisor prepares proposals from demand and supply information. Buyers can accept useful proposals, dismiss others and lock reviewed lines while the remaining planning information changes. Reviewed plan lines then provide the basis for creating purchase orders.
This separates two important stages: deciding what the business intends to buy and completing the supplier order through the normal purchasing process.
Collect the decisions before committing to an order
A buyer may review a supplier, a date range or a purchasing cycle. For each plan line, the relevant questions are concrete: which product, which supplier, how much and when?
That review matters when several people contribute information. Planning may identify the need, a buyer may confirm the supplier, and an inventory change may affect the quantity. A plan gives the team a place to assemble the purchasing decision before treating it as a supplier commitment.
Purchase Plans are available for businesses using Demand Brain planning, with the appropriate access assigned by an administrator. The team applies its own purchasing approval policy to the prepared decision.
Accept the proposals that fit the actual situation
Advisor proposals are recommendations. The buyer reviews their supporting demand and supply information, accepts useful proposals into the plan and dismisses proposals that do not apply.
Consider a hypothetical plan with 200 fasteners agreed with production and 30 replacement housings still under review. A customer change affects the housings but not the fasteners. The buyer can lock the reviewed fastener line, investigate the housing requirement and refresh the remaining planning information without reopening the settled quantity.
The buyer confirms the proposed quantity, supplier availability and timing before committing the order.
Preserve a reviewed line while other information changes
Versa Cloud ERP supports locking reviewed quantities while other planning information is refreshed.
This lets the buyer continue work on outstanding questions while keeping agreed quantities stable.
If the underlying need changes, the buyer should recheck the line and unlock it when it is ready to be reconsidered. Locking preserves a planning quantity; purchase approval remains a separate decision.
Create the purchase order, then complete purchasing
After reviewing the plan, create purchase orders from the reviewed lines. The resulting orders continue through the regular checks for pricing, approvals and supplier communication. Supplier confirmation remains distinct from creating an order record.
| Stage | What has been established |
|---|---|
| Advisor proposal | A suggested purchasing response for review |
| Reviewed plan line | The buyer's intended product, quantity and timing |
| Locked line | A reviewed quantity to preserve during planning refreshes |
| Purchase order | An order record that continues through purchasing controls |
| Supplier confirmation | The supplier's response to the order and its terms |
Versa Cloud ERP also provides the established P/O Planner, which prepares a purchasing list from known demand and planning inputs and allows buyers to adjust it before creating orders. It is another supported planning path, not a mandatory extra stage after Purchase Plans.
Keep reviewed decisions moving toward an order
Your buyer should not have to rebuild an agreed purchase every time planning data changes. Versa Cloud ERP Purchase Plans preserve reviewed quantities, keep proposals available for a decision and carry the selected lines into purchasing. Acceptance into the plan records the buyer's intention; the resulting order follows your business's approval process.
For the preceding step, read how buyers review demand and existing supply. You can also ask the Versa Cloud ERP AI Advisor about purchase planning.
