Click Requisition
Click Raise Requisition
This will open the Raise Requisition page on your screen
Select Type of Requisition from dropdown
Select Nature of Requisition from dropdown
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
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
Select Delivery Address from dropdown
Select Delivery Date
Input Note (if required)
Select +Add Manual or +Add Catalogue
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
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
Internal conversations are only visible to your organisation and entity.
Input Conversation (If required) and click Send button
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.