Purchase Requisition

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

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.

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

Editing Purchase Requisition

File:Editing Purchase Requisition.png

Editing Purchase Requisition

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.