• Click on Purchase Request Menu and then click on Create New button
• There are following components of Purchase Request
  • Header
  • Line Items
    • for Each item further information that is required are as follows:
    • Budget breakup
    • Tax breakup
  • Additional Info
  • Payment Terms
  • Attachment
  • Comments
  • Summary

Step 1: Click edit Header. System will open a popup to edit the information of the header. following information is required:

• Supplier Name: Select the supplier for the item.
• Currency: Provide the currency of the purchase, by default system will show local currency
• Required by Date: Specify the date by when the items are required, this will help purchase department to make priority to complete your purcahse
• 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.

Step 2: After the information that is required is keyed in, click on the Confirm button to close the popup.

• Line Items: Add items that are required
  • for Each item further information that is required are as follows:
  • 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.
• Additional Info: Additional info depends on your configuration, it mainly contains following columns:
  • Tax ID, First name, Last name of the supplier
• Payment Terms:
• Attachment
• Comments
• Summary