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Difference between revisions of "Purchase Requisition"
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| − | == | + | ==Purchase Requisition== |
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. | ||
| − | ===== | + | =====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]] | ||
| − | ===== | + | =====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]] | ||
| − | * '''Adding Purchase Requisition Information''' | + | *'''Adding Purchase Requisition Information''' |
{| class="wikitable" | {| class="wikitable" | ||
| Line 58: | Line 58: | ||
**This can be seen in Item Master Maintenance Module. | **This can be seen in Item Master Maintenance Module. | ||
| − | ===== Editing Purchase Requisition ===== | + | =====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]] | ||
| − | * '''Editing Purchase Requisition Information''' | + | *'''Editing Purchase Requisition Information''' |
{| class="wikitable" | {| class="wikitable" | ||
| Line 117: | Line 117: | ||
**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. | ||
| − | ===== Purchase Requisition Options ===== | + | =====Purchase Requisition Options===== |
[[File:Purchase Requisition Options.png|center|thumb|Purchase Requisition Options]] | [[File:Purchase Requisition Options.png|center|thumb|Purchase Requisition Options]] | ||
| − | ===== Purchase Requisition Record Options ===== | + | =====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. | ||
| − | ===== Purchase Requisition View Record ===== | + | =====Purchase Requisition View Record===== |
[[File:Purchase Requisition View Record.png|center|thumb|Purchase Requisition View Record]] | [[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
Contents
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.