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erp-manual:cloud:purchase:purchase-request

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erp-manual:cloud:purchase:purchase-request [2024/03/29 10:16]
Varun Nagrecha 		erp-manual:cloud:purchase:purchase-request [2024/04/27 05:35] (current)
Varun Nagrecha
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  ===== Start =====  ===== Start =====
   * Click on Purchase Request Menu and then click on Create New button   * Click on Purchase Request Menu and then click on Create New button
 +  * Click on Request from Production Menu and then open the Production Request for which Purchase Request has to be created. Click on Document Actions and click on Purchase Request.
  
  ===== Components of Purchase Request =====  ===== Components of Purchase Request =====
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  ===== Header =====  ===== Header =====
 +
 +{{popup>erp-manual:cloud:purchase:requestheaderview.png?400}}
  
 **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required: **Step 1:** Click edit Header. System will open a popup to edit the information of the header. following information is required:
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     * **Incharge User** or **Requested by**: This is the person who wants the item, by default system will set the name of the person creating the purchase request.     * **Incharge User** or **Requested by**: This is the person who wants the item, by default system will set the name of the person creating the purchase request.
     * **Comments**: Any comments that will help make the purchase.     * **Comments**: Any comments that will help make the purchase.
 +
 +{{popup>erp-manual:cloud:purchase:requestheaderedit.png?500}}
  
 **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup. **Step 2**: After the information that is required is keyed in, click on the Confirm button to close the popup.
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       * Budget breakup: For accounting purpose, provide details of budget code and cost center       * Budget breakup: For accounting purpose, provide details of budget code and cost center
       * Tax breakup: For legal purpose, provide details of the Tax applicable for this item.       * Tax breakup: For legal purpose, provide details of the Tax applicable for this item.
 +
 +
 +{{popup>erp-manual:cloud:purchase:requestlineitemsview.png?500}}
  
  
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     * Comments, Reference Code, etc.     * Comments, Reference Code, etc.
     * After editing is done, click **Confirm** to close the popup.     * After editing is done, click **Confirm** to close the popup.
 +
 +{{popup>erp-manual:cloud:purchase:requestlineitemsedit.png?500}}
  
 **Step 3:** Provide Budget Breakup. Click on Action button "..." to open menu specific to the item and select the option "Budget Breakup", a popup will open to provide budget details, and users can provide the following details: **Step 3:** Provide Budget Breakup. Click on Action button "..." to open menu specific to the item and select the option "Budget Breakup", a popup will open to provide budget details, and users can provide the following details:
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     * Payment date, Credit Days, Payment Terms and Mode of Payment     * Payment date, Credit Days, Payment Terms and Mode of Payment
     * After editing is done, click **Confirm** to close the popup.     * After editing is done, click **Confirm** to close the popup.
 +
 +{{popup>erp-manual:cloud:purchase:requestpaymentterms.png?400}}
  
  
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   * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to   * Transaction References: Document ID, Document Code, Document Date, Currency, Budget Used, any other Reference Document that this transaction refers to
   * Status of the document   * Status of the document
 +
 +{{popup>erp-manual:cloud:purchase:requestsummary.png?400}}
  
 ===== Save the Document ===== ===== Save the Document =====
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 Users can select the file to attach or drag and drop the file on the popup Users can select the file to attach or drag and drop the file on the popup
 +
 +{{popup>erp-manual:cloud:attachment.png?300}}
  
 **Step 2:** Click confirm to close the popup **Step 2:** Click confirm to close the popup
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 To add comment click on Add button and provide the comment in the popup. To add comment click on Add button and provide the comment in the popup.
 +
 +{{popup>erp-manual:cloud:comments.png?300}}
  
 Note: User can edit only their own comment, eg: User A cannot change comment of User B Note: User can edit only their own comment, eg: User A cannot change comment of User B
 +
 +
 +===== Approval =====
 +
 +After document is saved, click on Submit for Approval.
 +
 +To complete the approval process use the following steps:
 +  * In Purchase Request Menu click on Pending My Approval tab. The PR with approval pending by that user are listed.
 +  * Open the PR that is to be approved.
 +  * Place cursor on Review Status, approval list is shown. Click on ✔ to approve PR and click on ✘ to reject PR.
  
  
  
erp-manual/cloud/purchase/purchase-request.1711707369.txt.gz · Last modified: 2024/03/29 10:16 by Varun Nagrecha

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