Discussion

Difference between revisions of "Purchase Requisition"

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<div style="text-align: center;">
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[[Purchase]] | [[Purchase Requisition]] | [[Import Purchase Order]] | [[Purchase Order]] | [[Purchase Receipt]]
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</div>
 
==Purchase Requisition==
 
==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.
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|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
−
|7.Project
+
|7.[[Project]]
 
|•Assigned Project for the Transaction
 
|•Assigned Project for the Transaction
 
|•Project List Provided in the Project Maintenance Module
 
|•Project List Provided in the Project Maintenance Module
 
|-
 
|-
−
|8.Item
+
|8.[[Item Master|Item]]
 
|•Item list to be requested on the transaction
 
|•Item list to be requested on the transaction
 
|•Item List Provided in the Item Master Maintenance Module
 
|•Item List Provided in the Item Master Maintenance Module
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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 [[Users]] Maintenance Module.
−
*Project should be on "ACTIVE" status when using it upon creating or editing a transaction.
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*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 [[Project]] Maintenance Module.
−
**This can be seen in Item Master Maintenance Module.
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*<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>
 +
**This can be seen in [[Item Master]] Maintenance Module.
 +
 
 +
*For detailed steps on how to create a Purchase Requisition, you can visit the Purchase Requisition Job Aids which can be found [[Purchase Requisition Aids|here]]
  
 
=====Editing Purchase Requisition=====
 
=====Editing Purchase Requisition=====
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|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
−
|7.Project
+
|7.[[Project]]
 
|•Assigned Project for the Transaction
 
|•Assigned Project for the Transaction
 
|•Project List Provided in the Project Maintenance Module
 
|•Project List Provided in the Project Maintenance Module
 
|-
 
|-
−
|8.Item
+
|8.[[Item Master]]
 
|•Item list to be requested on the transaction
 
|•Item list to be requested on the transaction
 
|•Item List Provided in the Item Master Maintenance Module
 
|•Item List Provided in the Item Master Maintenance Module
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Notes:
 
Notes:
  
−
*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.
 +
 
 +
*Requestor should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
 +
**Requestor can be seen on [[Users]] Maintenance Module.
  
−
*Requestor should be on "ACTIVE" status when using it upon creating or editing a transaction.
+
*Items should be on '''ACTIVE''' status when using it upon creating or editing a transaction.
−
**Requestor can be seen on User's Maintenance Module.
+
**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.
  
−
*Items should be on "ACTIVE" status when using it upon creating or editing a transaction.
+
*For detailed steps on how to edit a Purchase Requisition, you can visit the Purchase Requisition Job Aids which can be found [[Purchase Requisition Aids|here]]
−
**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=====
 
=====Purchase Requisition Options=====
 
[[File:Purchase Requisition Options.png|center|thumb|Purchase Requisition Options]]
 
[[File:Purchase Requisition Options.png|center|thumb|Purchase Requisition Options]]
 +
 +
*For detailed steps on how to export a Purchase Requisition, you can visit the Purchase Requisition Job Aids which can be found [[Purchase Requisition Aids|here]]
  
 
=====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.
  
 +
*For detailed steps on how to view, edit, print and Print a Purchase Requisition, you can visit the Purchase Requisition Job Aids which can be found [[Purchase Requisition Aids|here]].
 +
 +
<br />
 
=====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]]
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*The user can edit the details while viewing the record.
 
*The user can edit the details while viewing the record.
 +
 +
*For detailed steps on how to view a Purchase Requisition, you can visit the Purchase Requisition Job Aids which can be found [[Purchase Requisition Aids|here]]
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{| class="wikitable"
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|+Categories:
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! colspan="2" |'''Modules'''
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|-
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|Purchase
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|[[Purchase]]<nowiki> | </nowiki>[[Import Purchase Order]]<nowiki> | </nowiki>[[Purchase Requisition]]<nowiki> | </nowiki>[[Purchase Receipt]]
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|-
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|Maintenance
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|[[Item Master]]<nowiki> | </nowiki>[[Project]]<nowiki> | </nowiki>[[Unit of Measure]]<nowiki> | </nowiki>[[Users]]
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|-
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| colspan="2" style="vertical-align:middle;text-align:center;" |'''Job Aid Modules'''
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|-
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|Purchase Aids
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|[[Import Purchase Order Aid]]<nowiki> | </nowiki>[[Purchase Requisition Aid]]<nowiki> | </nowiki>[[Purchase Receipt Aid]]
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|-
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|Maintenance Aids
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|[[Item Master Aids]]<nowiki> | </nowiki>[[Project Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Users]]
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|}

Revision as of 13:54, 14 January 2021

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 Users Maintenance Module.
  • Project should be on ACTIVE status when using it upon creating or editing a transaction.
    • This can be seen in Project Maintenance Module.
  • Item should be on ACTIVE status when using it upon creating or editing a transaction.
  • For detailed steps on how to create a Purchase Requisition, you can visit the Purchase Requisition Job Aids which can be found here
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 Master •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 Users 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.
  • For detailed steps on how to edit a Purchase Requisition, you can visit the Purchase Requisition Job Aids which can be found here
Purchase Requisition Options
File:Purchase Requisition Options.png
Purchase Requisition Options
  • For detailed steps on how to export a Purchase Requisition, you can visit the Purchase Requisition Job Aids which can be found here
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.
  • For detailed steps on how to view, edit, print and Print a Purchase Requisition, you can visit the Purchase Requisition Job Aids which can be found here.


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.
  • For detailed steps on how to view a Purchase Requisition, you can visit the Purchase Requisition Job Aids which can be found here
Categories:
Modules
Purchase Purchase | Import Purchase Order | Purchase Requisition | Purchase Receipt
Maintenance Item Master | Project | Unit of Measure | Users
Job Aid Modules
Purchase Aids Import Purchase Order Aid | Purchase Requisition Aid | Purchase Receipt Aid
Maintenance Aids Item Master Aids | Project Aids | Unit of Measure Aids | Users
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