How to Convert Purchase Pre-Requisition (PPR) to Purchase Requisition (PR)

Category: 

Click Requisition

Click Purchase Pre-Requisition List

Select PPR with status of “PENDING PURCHASER REVIEW"

Click Convert to Request

Once PPR is converted to PR, there will be a notification button to notify user that PR has been converted successfully. User can click “I Understand” or “Cancel”.

Status of the PR will be “PENDING SUBMISSION"

The page will change from Purchase Pre-Requisition List to Purchase Requisition List.

To submit PR, double click on the PR with the status “PENDING SUBMISSION” to open it

A: Supplier Information

Select Supplier Code from the dropdown button – can select more than 1 supplier

Supplier Name will auto populate when Supplier Code is selected

B: General Information

Input PR Title (this is auto filled, extracted from PPR Title, can amend)

Select Procurement Type from dropdown button (this is auto filled, extracted from PPR, can amend)

Select Approval Route from the dropdown button

Approval Sequence is auto populated once Approval Route is selected

C: Request Terms

Select Delivery Address from dropdown button(this is auto filled, extracted from PPR, can amend)

Input Delivery Date (this is auto filled, extracted from PPR, can amend)

Input Notes (If required)

D: Adding Items

Select Supplier from dropdown button

UOM, Quantity, Currency, Unit Price, Tax Code can be amended

If required, can add more items – click +Add Manual/+Add Catalogue

+Add Manual

Input Item Code, Item Name

Select Category from dropdown button

Input Item Description

Input Model, Size, Brand (if required)

Select Supplier, UOM from dropdown button

Input Quantity

Select Currency from dropdown button

Input Unit Price

Select Tax Code from dropdown button

Tax Percentage will be auto populated once Tax Code is selected

+Add Catalogue

Select Items, click Add

Select Supplier from dropdown button

Input Quantity

Select Tax Code from dropdown button

Tax Percentage will be auto populated once Tax Code is selected

E: Internal Conversation

Input Internal Conversation (If required) and click Send button

F: External Conversation

Input External Conversation (If required) and click Send button

G: Save as Draft, Submit, or Cancel

Click Submit/Save As Draft/Cancel

Save as Draft

If clicked “Save As Draft”, there will be a notification button to notify user that PR has been converted successfully. User can click “I Understand” or “Cancel”.

Status of the PR will be “PENDING SUBMISSION”

Submit

If clicked “Submit”, there will be a notification button to notify user that PR has been converted successfully. User can click “I Understand” or “Cancel”.

Status of the PR will be “PENDING APPROVAL”

Cancel

If "Cancel" is clicked, all information will be discarded