Differences

This shows you the differences between two versions of the page.

--- erp-manual:cloud:purchase:purchase-request [2024/04/13 05:54]
Varun Nagrecha
+++ erp-manual:cloud:purchase:purchase-request [2024/04/27 05:35] (current)
Varun Nagrecha
@@ Line 3: / Line 3: @@
  ===== Start =====
   * 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 =====
@@ Line 108: / Line 109: @@
 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
@@ Line 120: / Line 123: @@
 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
+===== 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.

SARAS ennovations