Purchase Requisition

How to Raise a Purchase requisition and send it for Approval Step 1 : Purchase -> Transaction->Purchase Requisition

Step 2 : Click Purc.Calc Button step 3 : Purchase calculations screen opens up.

Select the brand
Select the From date and To Date e.g,01/May/2017 and 01/Aug/2017
Select Physical Stock as Required Only and Click Load Button

Step 4: Purchase requisition screen opens up again with system generated numbers for stock s to be purchased .

To increase or decrease Enter Actual Quantity and Enter Remarks for each item

Step 7 : Click Save This Document will go for Approval to the and a mail is automatically generated and sent to the procurement incharge How to give Approval for purchase requisition When the mail reaches the procurement incharge Step 1 : Click the icon next to the icon used for Module selction, Click Approval

Step 2 : The Approval screen opens up

To approve the requisition, fill the check box ,click Accept.
To refuse approval, Click Reject
To View the requisition before giving approval, Click Preview
To View past data, Click History
To alter the requisition, Click the Document number(Green color)

Step3: The requisition screen opens up Change the data under Actual Qty along with remarks.

Step 4: Click Update After Approval, the Purchase Order is displayed with the data approved and updated by the Procurement incharge.

Contents

Revisions

August 23, 2017 @ 09:41:11 [Current Revision] by arul
August 22, 2017 @ 04:36:59 by arul
August 19, 2017 @ 14:06:28 by arul
August 19, 2017 @ 13:36:50 by arul

Revision Differences

--- August 19, 2017 @ 14:06:28
+++ Current Revision
 Unchanged: &nbsp;
 Unchanged: <strong>How to Raise a Purchase requisition and send it for Approval</strong> <strong> </strong>
 Unchanged: Step 1 : Purchase -&gt; Transaction-&gt;Purchase Requisition
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/PR1.png"><img class="alignnone size-medium wp-image-7883" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ PR1-300x134.png" alt="PR1" width="300" height="134" /></a>
 Unchanged: Step 2 : Click Purc.Calc Button
 Unchanged: step 3 : Purchase calculations screen opens up.
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/PR2.png"><img class="alignnone size-medium wp-image-7884" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ PR2-300x61.png" alt="PR2" width="300" height="61" /></a>
 Unchanged: <ul>
 Unchanged:  <li>Select the brand</li>
 Unchanged:  <li>Select the From date and To Date e.g,01/May/2017 and 01/Aug/2017</li>
 Unchanged:  <li>Select Physical Stock  as Required Only and  Click Load Button</li>
 Unchanged: </ul>
 Unchanged: Step 4: Purchase requisition screen opens up again with system generated numbers for stock s to be purchased .
 Unchanged: <ul>
 Unchanged:  <li>To increase or decrease   Enter Actual Quantity and Enter Remarks for each item</li>
 Unchanged: </ul>
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/PR3.png"><img class="alignnone size-medium wp-image-7885" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ PR3-300x127.png" alt="PR3" width="300" height="127" /></a>
 Unchanged: Step 7 : Click Save
 Unchanged: This Document will go for Approval to the  and a mail is automatically generated and sent to the procurement incharge
 Unchanged: <strong>How to give  Approval for purchase requisition</strong>
 Unchanged: When the mail reaches the procurement incharge
 Unchanged: Step 1 : Click the icon next to the icon used for Module selction, Click Approval
 Unchanged: &nbsp;
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/PR4.png"><img class="alignnone size-medium wp-image-7886" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ PR4-300x230.png" alt="PR4" width="300" height="230" /></a>
 Unchanged: Step 2 : The  Approval screen  opens up
 Unchanged: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/PR5.png"><img class="alignnone size-medium wp-image-7887" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ PR5-300x205.png" alt="PR5" width="300" height="205" /></a>
+Added: <ul>
-Deleted: To approve the requisition, fill the check box ,click Accept.
+Added:  <li>To approve the requisition, fill the check box ,click Accept.</li>
-Deleted: To refuse approval, Click Reject
+Added:  <li>To refuse approval, Click Reject</li>
-Deleted: To View the requisition before giving approval, Click Preview
+Added:  <li>To View the requisition before giving approval, Click Preview</li>
-Deleted: To View past data, Click History
+Added:  <li>To View past data, Click History</li>
-Deleted: To alter the requisition, Click the Document number(Green color)
+Added:  <li>To alter the requisition, Click the Document number(Green color)</li>
-Deleted: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/PR6.png"><img class="alignnone size-medium wp-image-7888" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ PR6-300x132.png" alt="PR6" width="300" height="132" /></a>
+Added: </ul>
-Deleted: The requisition screen  opens up
+Added: Step3: The requisition screen  opens up
 Unchanged: Change the data under Actual Qty along with remarks.
-Deleted: Click Update
-Deleted: Step 4 : After Approval Requisition is Ready to make Purchase Order.
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-Deleted: <strong>How to give a Work flow approval for purchase requisition</strong>
-Deleted: When the person in-charge for Approval receives the mail, he needs to
-Deleted: Step 1 : Click the icon next to the icon used for Module selction.
-Deleted: Under that Click  Approval
-Deleted: &nbsp;
-Deleted: Step 2 : The  Approval screen  opens up
-Deleted: To approve the requisition, fill the check box ,click Accept.
-Deleted: To refuse approval, Click Reject
-Deleted: To View the requisition before giving approval, Click Preview
-Deleted: To View past data, Click History
-Deleted: To alter the requisition, Click the Document number(Green color)
-Deleted: The requisition screen  opens up
-Deleted: Replace the data under  Actual Qty which is system generated with  the quantity that is actually needed.
+Added: <a href="http:// help.goodbookserp.com/wp- content/uploads/ 2017/08/PR6.png"><img class="alignnone size-medium wp-image-7888" src="http://help.goodbookserp.com/ wp-content/uploads/2017/08/ PR6-300x132.png" alt="PR6" width="300" height="132" /></a>
-Deleted: Click Update.
-Deleted: &nbsp;
-Deleted: &nbsp;
-Deleted: &nbsp;
 Unchanged: &nbsp;
-Deleted: Step 4 : After Approval Requisition is Ready to make Purchase Order.
+Added: Step 4:  Click Update
+Added: After Approval, the Purchase Order is displayed with the data approved and updated by the Procurement incharge.

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Revision Differences