Procurement - Requisition Worksheet and Purchase Order

1. Requisition Worksheet - Consolidated all outstanding item it need to purchase for fulfil the project requirement 

1.1 Preview outstanding line in Requisition Worksheet .

Step 1 - Go to Requisition Worksheet

Step 2 - Select Special Order, Get Sales Orders action 

Step 3 - Enter filter options for get line from sales order

 i.    Select “Retrieve dimensions from” = Sales Line

*System will save the selected option until user change. 

ii.    Select Location in if you want to handle the material purchase for specific project only.

Click OK to get the sales order lines which is need to purchase project material.

System only get the outstanding line to requisition worksheet only.

1.2 Create Purchase Order from Requisition Worksheet

Step 1 - Click on Vendor No. column for the line which is need to create purchase order 

Step 2 - Please note, Vendor must select from Vendor Category in Requisition worksheet

Step 3 - Optional - if no vendor setup in vendor category, user can follow the steps below for create 

Note: list to be according to Vendor setup in Item Card.  List to be empty if vendor for the item is not recorded in item card

• • • • Click New to add line in Item Vendor Catalog to select vendor for the material.
      • Select Vendor no.
        • Note: vendor must exist in Vendor Card

Step 4 - Carry pout Action Message for Create PO

i. Make sure check box for Action Message only checked for the item it ready to create PO.

• • • If user want to create order for specific item only, user can use filter function to filter the item show on requisition worksheet only.

ii. Select Process, then Carry Out Action Message action

1.3 Purchase Order

i. Ener Project Code in PO Header.

ii. Make sure Location code is recorded in Order Line

iii. Update unit cost on the order line.  Please note, system will default last Direct Unit Cost to the order line and it may not the purchase price for the order.

iv. Enter Expected Receipt Data if needs

IMPORTANT:

System will not carry the extend text line from SO to PO, user must check and enter the specification for the item in PO. 

Example as below:

1.2 - Create Purchase Order for purchase to stock

Create Purchase Order

Step 1 - Select Purchase Order then select new action

Step 2 - Enter Purchase Order information

1. 1. 1. PO no. will auto assign by system
      2. Select vendor from vendor card for fill up Vendor Name
      3. Select project code “STOCK”
      4. In Order Lines Tab, select Type = Item
      5. Select Location – if purchase to stock, location should be MAIN
      6. Enter Quantity
      7. Unit of measure code default from item master, change if needs
      8. Enter Comment if needs