Discussion

Difference between revisions of "Purchase Requisition"

(Tag: 2017 source edit)
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=====Adding Purchase Requisition=====
 
=====Adding Purchase Requisition=====
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[[File:Adding Purchase Requisition.png|center|thumb|861x861px|Adding Purchase Requisition]]
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[[File:Adding Purchase Requisition.png|center|861x861px]]
 +
<br />
  
 
*'''Adding Purchase Requisition Information'''
 
*'''Adding Purchase Requisition Information'''
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|•Date
 
|•Date
 
|-
 
|-
−
|4.Expiration Date
+
|4.Date Needed
−
|•Other Remarks for the transaction
+
|•Date when the request items are needed
 
|•Date
 
|•Date
 
|-
 
|-
−
|5.Date Needed
+
|5.Expiration Date
−
|•Date when the request items are needed
+
|•Other Remarks for the transaction
 
|•Date
 
|•Date
 
|-
 
|-
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|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
−
|7.[[Project]]
+
|7.[[Item Master|Item]]
−
|•Assigned Project for the Transaction
 
−
|•Project List Provided in the Project Maintenance Module
 
−
|-
 
−
|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
 +
|-
 +
|8.Description
 +
|•Description of the Item
 +
|•Alphanumeric
 
|-
 
|-
 
|9.Quantity
 
|9.Quantity
 
|•Quantity of Items
 
|•Quantity of Items
−
|•Number
+
|•Numeric
 +
|-
 +
|10.[[Unit of Measure|UOM]](Unit of Measure)
 +
|•Unit of Measure of an Item
 +
|•Unit of Measure assigned to an Item under Item Master Maintenance Module
 
|}Notes:
 
|}Notes:
  
 
*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 [[Users]] 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.
 
−
**This can be seen in [[Project]] Maintenance Module.
 
 
*<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>
 
*<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.
 
**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]]
+
*For detailed steps on how to create a Purchase Requisition, you can visit the Purchase Requisition Job Aids which can be found [[Purchase Requisition Aid|here]]
  
 
=====Editing Purchase Requisition=====
 
=====Editing Purchase Requisition=====
−
[[File:Editing Purchase Requisition.png|center|thumb|863x863px|Editing Purchase Requisition]]
+
[[File:Editing Purchase Requisition.png|center|863x863px]]
 +
<br />
  
 
*'''Editing Purchase Requisition Information'''
 
*'''Editing Purchase Requisition Information'''
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|•Date
 
|•Date
 
|-
 
|-
−
|4.Expiration Date
+
|4.Date Needed
−
|•Other Remarks for the transaction
+
|•Date when the request items are needed
 
|•Date
 
|•Date
 
|-
 
|-
−
|5.Date Needed
+
|5.Expiration Date
−
|•Date when the request items are needed
+
|•Other Remarks for the transaction
 
|•Date
 
|•Date
 
|-
 
|-
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|•Alphanumeric
 
|•Alphanumeric
 
|-
 
|-
−
|7.[[Project]]
+
|7.[[Item Master|Item]]
−
|•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 to be requested on the transaction
 
|•Item List Provided in the Item Master Maintenance Module
 
|•Item List Provided in the Item Master Maintenance Module
 +
|-
 +
|8.Description
 +
|•Description of the Item
 +
|•Alphanumeric
 
|-
 
|-
 
|9.Quantity
 
|9.Quantity
 
|•Quantity of Items
 
|•Quantity of Items
−
|•Number
+
|•Numeric
−
|}
+
|-
−
Notes:
+
|10.[[Unit of Measure|UOM]](Unit of Measure)
 +
|•Unit of Measure of an Item
 +
|•Unit of Measure assigned to an Item under Item Master Maintenance Module
 +
|}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.
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*Items 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.
 
**This can be seen in [[Item Master]] 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.
 
**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 [[Purchase Requisition Aids|here]]
+
*For detailed steps on how to edit a Purchase Requisition, you can visit the Purchase Requisition Job Aids which can be found [[Purchase Requisition Aid|here]]
  
 
=====Purchase Requisition Options=====
 
=====Purchase Requisition Options=====
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*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]].
+
*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 Aid|here]].
  
 
<br />
 
<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|864x864px]]
−
<br />Notes:
+
 
 +
 
 +
Notes:
  
 
*The user can edit the details while viewing the record.
 
*The user can edit the details while viewing the record.
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|-
 
|-
 
|Maintenance Aids
 
|Maintenance Aids
−
|[[Item Master Aids]]<nowiki> | </nowiki>[[Project Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Users]]
+
|[[Item Master Aids]]<nowiki> | </nowiki>[[Project Aids]]<nowiki> | </nowiki>[[Unit of Measure Aids]]<nowiki> | </nowiki>[[Users Aids]]
 
|}
 
|}

Revision as of 21:08, 6 September 2021

Purchase Requisition

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

Requirements before using Purchase Requisition
Purchase Requisition List
File:Purchase Requisition Record List.png
Purchase Requisition Record List
Adding Purchase Requisition
861x861px


  • 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.Date Needed •Date when the request items are needed •Date
5.Expiration Date •Other Remarks for the transaction •Date
6.Notes •Other remarks for the transaction •Alphanumeric
7.Item •Item list to be requested on the transaction •Item List Provided in the Item Master Maintenance Module
8.Description •Description of the Item •Alphanumeric
9.Quantity •Quantity of Items •Numeric
10.UOM(Unit of Measure) •Unit of Measure of an Item •Unit of Measure assigned to an Item under Item Master Maintenance Module

Notes:

  • Requestor should be on ACTIVE status when using it upon creating or editing a transaction.
    • Requestor can be seen on Users 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
863x863px


  • 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.Date Needed •Date when the request items are needed •Date
5.Expiration Date •Other Remarks for the transaction •Date
6.Notes •Other remarks for the transaction •Alphanumeric
7.Item •Item list to be requested on the transaction •Item List Provided in the Item Master Maintenance Module
8.Description •Description of the Item •Alphanumeric
9.Quantity •Quantity of Items •Numeric
10.UOM(Unit of Measure) •Unit of Measure of an Item •Unit of Measure assigned to an Item under Item Master Maintenance Module

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.
  • 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
864x864px


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 Aids
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