Discussion

Difference between revisions of "Purchase Requisition"

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'''Purchase Requisition'''
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== '''Purchase Requisition''' ==
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This module allows the user to create a document to create an order request on their company.
 
This module allows the user to create a document to create an order request on their company.
  
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'''Purchase Requisition List'''
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===== '''Purchase Requisition List''' =====
 
[[File:Purchase Requisition Record List.png|center|thumb|Purchase Requisition Record List]]
 
[[File:Purchase Requisition Record List.png|center|thumb|Purchase Requisition Record List]]
  
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===== '''Adding Purchase Requisition''' =====
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'''Adding Purchase Requisition'''
 
 
[[File:Adding Purchase Requisition.png|center|thumb|861x861px|Adding Purchase Requisition]]
 
[[File:Adding Purchase Requisition.png|center|thumb|861x861px|Adding Purchase Requisition]]
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Notes:
 
  
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* Requestor should be on "ACTIVE" status when using it upon creating or editing a transaction.
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* '''Adding Purchase Requisition Information'''
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** Requestor can be seen on User's Maintenance Module.
 
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* Project should be on "ACTIVE" status when using it upon creating or editing a transaction.
 
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* <span style="color: rgb(51, 51, 51)">Item should be on "ACTIVE" status when using it upon creating or editing a transaction.</span>
 
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** This can be seen in Item Master Maintenance Module.
 
  
 
{| class="wikitable"
 
{| class="wikitable"
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|•Quantity of Items
 
|•Quantity of Items
 
|•Number
 
|•Number
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|}'''Editing Purchase Requisition'''
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|}Notes:
 +
 
 +
*Requestor should be on "ACTIVE" status when using it upon creating or editing a transaction.
 +
**Requestor can be seen on User's Maintenance Module.
 +
*Project should be on "ACTIVE" status when using it upon creating or editing a transaction.
 +
*<span class="ve-pasteProtect" style="color: rgb(51, 51, 51)" data-ve-attributes="{&quot;style&quot;:&quot;color: rgb(51, 51, 51)&quot;}">Item should be on "ACTIVE" status when using it upon creating or editing a transaction.</span>
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**This can be seen in Item Master Maintenance Module.
 +
 
 +
===== Editing Purchase Requisition =====
 
[[File:Editing Purchase Requisition.png|center|thumb|863x863px|Editing Purchase Requisition]]
 
[[File:Editing Purchase Requisition.png|center|thumb|863x863px|Editing Purchase Requisition]]
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 +
* '''Editing Purchase Requisition Information'''
 +
 
{| class="wikitable"
 
{| class="wikitable"
 
!Field
 
!Field
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*The user can only edit the Purchase Requisition Entry if the record is on "DRAFT" status.
 
*The user can only edit the Purchase Requisition Entry if the record is on "DRAFT" status.
  
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* Requestor should be on "ACTIVE" status when using it upon creating or editing a transaction.
+
*Requestor should be on "ACTIVE" status when using it upon creating or editing a transaction.
−
** Requestor can be seen on User's Maintenance Module.
+
**Requestor can be seen on User's Maintenance Module.
  
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* Items should be on "ACTIVE" status when using it upon creating or editing a transaction.
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*Items should be on "ACTIVE" status when using it upon creating or editing a transaction.
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** This can be seen in Item Master Maintenance Module.
+
**This can be seen in Item Master Maintenance Module.
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** Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
+
**Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
−
* Project should be on "ACTIVE" status when using it upon creating or editing a transaction.
+
*Project should be on "ACTIVE" status when using it upon creating or editing a transaction.
−
** Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
+
**Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
  
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'''Purchase Requisition Options'''
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===== Purchase Requisition Options =====
 
[[File:Purchase Requisition Options.png|center|thumb|Purchase Requisition Options]]
 
[[File:Purchase Requisition Options.png|center|thumb|Purchase Requisition Options]]
  
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===== Purchase Requisition Record Options =====
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'''Purchase Requisition Record Options'''
 
 
[[File:Purchase Requisition Record Options.png|center|thumb|Purchase Requisition Record Options]]Notes:
 
[[File:Purchase Requisition Record Options.png|center|thumb|Purchase Requisition Record Options]]Notes:
  
 
*The user can only cancel the record if the Transaction is still on "PENDING" status.
 
*The user can only cancel the record if the Transaction is still on "PENDING" status.
  
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<br />'''Purchase Requisition View Record'''[[File:Purchase Requisition View Record.png|center|thumb|Purchase Requisition View Record]]
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===== Purchase Requisition View Record =====
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[[File:Purchase Requisition View Record.png|center|thumb|Purchase Requisition View Record]]
 
<br />Notes:
 
<br />Notes:
  
 
*The user can edit the details while viewing the record.
 
*The user can edit the details while viewing the record.

Revision as of 11:55, 28 December 2020

Purchase Requisition

This module allows the user to create a document to create an order request on their company.

Purchase Requisition List
File:Purchase Requisition Record List.png
Purchase Requisition Record List
Adding Purchase Requisition
File:Adding Purchase Requisition.png
Adding Purchase Requisition
  • Adding Purchase Requisition Information
Field Description Expected Values
1.Requestor •User that request for the items to be purchased •User List provided in the Users Maintenance Module
2.Department •Reference number of the Invoice Transaction •Text
3.Transaction Date •Due date of the Sales Invoice •Date
4.Expiration Date •Other Remarks for the transaction •Date
5.Date Needed •Date when the request items are needed •Date
6.Notes •Other remarks for the transaction •Alphanumeric
7.Project •Assigned Project for the Transaction •Project List Provided in the Project Maintenance Module
8.Item •Item list to be requested on the transaction •Item List Provided in the Item Master Maintenance Module
9.Quantity •Quantity of Items •Number

Notes:

  • Requestor should be on "ACTIVE" status when using it upon creating or editing a transaction.
    • Requestor can be seen on User's Maintenance Module.
  • Project should be on "ACTIVE" status when using it upon creating or editing a transaction.
  • Item should be on "ACTIVE" status when using it upon creating or editing a transaction.
    • This can be seen in Item Master Maintenance Module.
Editing Purchase Requisition
File:Editing Purchase Requisition.png
Editing Purchase Requisition
  • Editing Purchase Requisition Information
Field Description Expected Values
1.Requestor •User that request for the items to be purchased •User List provided in the Users Maintenance Module
2.Department •Reference number of the Invoice Transaction •Text
3.Transaction Date •Due date of the Sales Invoice •Date
4.Expiration Date •Other Remarks for the transaction •Date
5.Date Needed •Date when the request items are needed •Date
6.Notes •Other remarks for the transaction •Alphanumeric
7.Project •Assigned Project for the Transaction •Project List Provided in the Project Maintenance Module
8.Item •Item list to be requested on the transaction •Item List Provided in the Item Master Maintenance Module
9.Quantity •Quantity of Items •Number

Notes:

  • The user can only edit the Purchase Requisition Entry if the record is on "DRAFT" status.
  • Requestor should be on "ACTIVE" status when using it upon creating or editing a transaction.
    • Requestor can be seen on User's Maintenance Module.
  • Items should be on "ACTIVE" status when using it upon creating or editing a transaction.
    • This can be seen in Item Master Maintenance Module.
    • Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
  • Project should be on "ACTIVE" status when using it upon creating or editing a transaction.
    • Past Transactions with "INACTIVE" item prior to its deactivation can still be used.
Purchase Requisition Options
File:Purchase Requisition Options.png
Purchase Requisition Options
Purchase Requisition Record Options
File:Purchase Requisition Record Options.png
Purchase Requisition Record Options

Notes:

  • The user can only cancel the record if the Transaction is still on "PENDING" status.
Purchase Requisition View Record
File:Purchase Requisition View Record.png
Purchase Requisition View Record


Notes:

  • The user can edit the details while viewing the record.
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