How to Raise a Purchase Requisition (PR)

Category: 

Click Requisition

Click Raise Requisition

This will open the Raise Requisition page on your screen

A: Raise Requisition

Select Type of Requisition from dropdown

Select Nature of Requisition from dropdown

B: Initial Settings

Select Currency from dropdown

Select Yes or No for "Have a Supplier?"

If Yes – Select Supplier Code from dropdown

Supplier Name will be auto populated when Supplier Code is selected

C: General Information

Input PR Title

Select Procurement Type from dropdown

Select Approval Route from dropdown

Approval Sequence will be auto populated when an Approval Route is selected

D: Request Terms

Select Delivery Address from dropdown

Select Delivery Date

Input Note (if required)

E: Adding Items

Select +Add Manual or +Add Catalogue

+Add Manual

If you choose +Add Manual, a new blank line item will appear.

Input Item Code, Item Name

Select Category from dropdown

Input Item Description

Input Model, Size, Brand (if required)

Select Supplier from dropdown

Select UOM from dropdown

Input Quantity

Select Currency from dropdown

Input Unit Price

Select Tax Code from dropdown

Tax Percentage will be auto populated once Tax Code is selected

+Add Catalogue

When you choose +Add Catalogue, a popup box will appear.

Select the items and click Add

Select Supplier from dropdown

Input Quantity

Select Tax Code from dropdown

Tax Percentage will be auto populated once Tax Code is selected

F: Internal Conversations

Internal conversations are only visible to your organisation and entity.

Input Conversation (If required) and click Send button

G: External Conversations

External conversations will be sent to your supplier/external stakeholders

Input Conversation (If required) and click Send button

You can click Save/Save As Draft

When Save As Draft is clicked, there will be a notification to notify user that PR has been converted successfully and the screen goes back to the Purchase Requisitions List. User can click “I Understand” or “Cancel” to dismiss the message. 

Status of the PR will be shown as “PENDING SUBMISSION”

To open the saved PR, double click the "PENDING SUBMISSION" item again.

User can either Submit/Save As Draft/Cancel

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

Status of the PR will be shown as “PENDING APPROVAL”

When Cancel is clicked, there will be a popup box to confirm if user wishes to cancel this request.

If Yes is clicked, this PR will be cancelled. There will be a notification to inform the user that this PR has been successfully cancelled. User can click “I Understand” or “Cancel” to dismiss the notification.

The PR status will be shown as “CANCELLED” in the PR List.