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Difference between revisions of "Purchase Requisition"
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*The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Purchase Requisition]] | *The user should setup the following [[Maintenance]] Module in order to proceed on using the [[Purchase Requisition]] | ||
*#[[Item Master]] | *#[[Item Master]] | ||
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*#[[Users]] | *#[[Users]] | ||
*For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages: | *For detailed instructions on how to setup the needed [[Maintenance]] Module, the user may visit the following Job Aid pages: | ||
*#[[Item Master Aids]] | *#[[Item Master Aids]] | ||
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*#[[Users Aids]] | *#[[Users Aids]] | ||
Revision as of 21:08, 6 September 2021
Contents
Purchase Requisition
This module allows the user to create a document to create an order request on their company.
Requirements before using Purchase Requisition
- The user should setup the following Maintenance Module in order to proceed on using the Purchase Requisition
- For detailed instructions on how to setup the needed Maintenance Module, the user may visit the following Job Aid pages:
Purchase Requisition List
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.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.
- 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 here
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.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
- 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
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
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
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 |