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1002
Click Requisition
Click Purchase Pre-Requisition List
Select PPR with the status “PENDING APPROVAL” by double clicking
Check the details of the PPR
Click Approve/Send Back/Reject
Approve – Approve the PPR
Send Back – Send back the PPR to the creator to amend
Reject – Reject the PPR. User(s) can no longer amend/use the PPR, and will need to raise a new PPR
When PPR is approved by approver, there will be a notification to notify user that PPR has been successfully approved. User can click “I Understand” or “Cancel”.
When approver clicks “Send Back”, there will be a popup box to prompt the approver to input the reason why he/she sent back the PPR. The input reason will appear in the PPR Internal Conversation.
Input reason for sending back
Click Send Back button
After approver clicks Send Back, there will be a notification to notify user that PPR has been successfully sent back. User can click “I Understand” or “Cancel” to dismiss the message.
Status of the PPR will be shown as “SENT BACK”
When approver clicks Reject, there will be a popup box to prompt the approver to input the reason why he/she rejected the PPR. The input reason will appear in the PPR Internal Conversation.
Input reason for rejecting
Click Reject button again
After approver clicks Reject, there will be a notification to notify user that PPR has been successfully rejected. User can click “I Understand” or “Cancel” to dismiss the message.
Status of the PPR will show “REJECTED”
1003
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
Select Supplier Code from the dropdown button – can select more than 1 supplier
Supplier Name will auto populate when Supplier Code is selected
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 will only display after PR is saved/submitted
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)
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
Input Internal Conversation (If required) and click Send button
Input External Conversation (If required) and click Send button
Click Submit/Save As Draft/Cancel
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”
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”
If "Cancel" is clicked, all information will be discarded