Purchase Request is the document used for procurement request.
Follow below steps for Purchase Requesst flow:
1, Search "Purchase Request"
2, Click "+New" to create a new Purchase Request (By Requester)
3, Fill the PR
1) General Information: Request Date (Must be >=Today) / Request Type / Order Type / Reason For Request...
2) PR Title
3) Remark (if any)
4) Requisition Information: Division (this field decides the Budget to be counted) / Department (this field decides the workflow to be used) / Cost Center / System Code...
5) Delivery Information: Location / Delivery Instruction / Expected Delivery Date...
6) Purchase Request Line: Item, Quanaity, Previous Order No, Previous Vendor Name, Suggested Vendor Name, Estimated Cost...
4, After filling the information needed, click "Send Approval Request" to send the request approval to the approval (set in Approval Actors)
*Email will be sent to the approver according to the "Approval Actors" setup
5, The next approver will receive the email, the click the link to Approve / Reject / Return
*Another way is to take action in "Requests to Approve - Purchase Requests"
*Batch Job is allowed for multiple Purchase Request
6, Once the PR is approved, notification email witht the Purchase Requisition Report to be sent.
the Procurement User need to click "Start Quotation", and then update the Quotation Line and Vendor Quotation
7, Procurement User click :Syn Quotation Line" to copy the Purchase Request Line to the Quotation Line
*User can add additional line in the Quotation Line
8, Click “Add Vendor Quotation" to add the quotation from multiple vendors
Select Vendor / Currency / Trade Terms / Price Validity
Enter Unit Cost from the Vendor Quotation, Item Delivery Lead Time (Date Formula E.g. 3W / 7D / 1M). If the item has no quote from the vendor, check the box "No Quote"
*The Quotation Summary shows the Vendor Quotations created.
9, After updating Quotation Line and Vendor Quotation, Click "Send Approval Request"
