Create New Purchase - Revision history

Ruel: Created page with "640x640px To create a new Purchase:
2020-12-09T05:50:59Z

Created page with "center|thumb|640x640px <span style="font-size:12.0pt;line-height:115%">To create a new Purchase:</span> <span styl..."

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[[File:Oojeema Pro - Create New Purchase Process Flow.png|center|thumb|640x640px]]
<span style="font-size:12.0pt;line-height:115%">To create a new Purchase:</span>

<span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">1. <span style="font:7.0pt "Times New Roman""> </span></span>On the menu bar, click on “Purchase”. The Purchase list will be displayed.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">2. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Click “Create New Purchase” button.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">3. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Purchase form will be displayed. Fill it out:</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">a. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Purchase No. – system auto-generated</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">b. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Vendor – list of vendors will be displayed for selection. You can add new vendor by clicking “Add new Vendor” link from the Vendor dropdown list.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">c. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Date – for Purchase transaction date selection ''(displays current date by default)''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">d. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Document Number – for entry of reference document number ''(if any)''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">e. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Notes – for entry of remarks / notes for the Purchase</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">f. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Item – list of items will be displayed for selection. You can add new item by clicking “Add new Item” link from the Item dropdown list.</span>

''<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">g. <span style="font:7.0pt "Times New Roman""> </span></span></span>''<span style="mso-bidi-font-weight:bold">Description – for entry of selected item’s description ''(displays selected item’s description by default)''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">h. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Quantity – for entry of selected item’s quantity for purchasing ''(displays “1.00” by default)''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">i. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Price – for entry of item’s purchase price per quantity ''(displays gross purchase price from the Maintenance: Items by default (if any))''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">j. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Tax – for purchase tax type selection ''(displays “none” by default)'' </span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">k. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Amount – system calculated ''(Amount = Quantity x Price - tax amount)'' </span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">l. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Add a New Line – link for adding new item for purchasing</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">m. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Subtotal – sum of items’ amounts</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">n. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Total Purchases Tax – displays system calculated sum of purchase tax amount ''(if any)''</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">o. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Withholding Tax – for withholding tax (ATC Code) selection ''(displays “none” by default)'' </span>

<span style="mso-list:Ignore">• </span><span style="mso-bidi-font-weight:bold">None</span>

<span style="mso-list:Ignore">• </span><span style="mso-bidi-font-weight:bold">WTAX (1%) – pop-up selection of applicable ATC Code</span>

<span style="mso-list:Ignore">• </span><span style="mso-bidi-font-weight:bold">WTAX (2%) – pop-up selection of applicable ATC Code</span>

<span style="mso-list:Ignore">• </span><span style="mso-bidi-font-weight:bold">WTAX (5%) – pop-up selection of applicable ATC Code</span>

<span style="mso-list:Ignore">• </span><span style="mso-bidi-font-weight:bold">WTAX (10%) – pop-up selection of applicable ATC Code</span>

<span style="mso-list:Ignore">• </span><span style="mso-bidi-font-weight:bold">WTAX (15%) – pop-up selection of applicable ATC Code</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">p. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Total – system calculated ''(Total = Subtotal + Total Purchases Tax – Withholding Tax amount)''</span>

<span style="mso-bidi-font-weight:bold"><span style="mso-list:Ignore">4. <span style="font:7.0pt "Times New Roman""> </span></span>After filling-out the form, select saving option to finalize Purchase Voucher creation. Otherwise, click “Exit”, to discard entries and exit the form.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">a. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Save – click to save entries and exit back to Purchases list.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">b. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Save & New – click to save entries and open a new cleared Purchase form.</span>

<span style="mso-bidi-font-weight:
bold"><span style="mso-list:Ignore">c. <span style="font:7.0pt "Times New Roman""> </span></span></span><span style="mso-bidi-font-weight:bold">Save & Preview – click to save entries and view the created Purchase Voucher details.</span>