PURCHASE REQUISITION CREATE

Purchase Requisition is an internal document used to request the procurement of goods or services within an organization.

The Purchase Requisition Create module allows users to initiate purchase requests by specifying procurement type, item details, billing/shipping terms, and attaching supporting documents. Users can add delivery schedules, allocate project quantities, and include special instructions for each item. This ensures a streamlined procurement process and helps track requisition records effectively.

  1. Click on "Procurement".
  2. Click on "Create" under "Purchase Requisition".

STEPS TO CREATE

A tab will open with the Purchase Requisition Form.

Purchase Requisition Form

Purchase Requisition Form

  • PR Date: The date on which the Purchase Request is created. By default, the current date will be selected.
  • Procurement Type: Specifies the type of procurement process.
  • Purpose: Enter the purpose or special conditions, such as a brief justification for the request.
  • PR Files: Upload file – Allows users to attach supporting documents for the PR.

Items Section

This section is used to enter the items that are being requested.

PR ITEMS

  • Upload Items: Allows bulk uploading of items using a predefined template.
  • Item Number: Required field for the PR item identifier.
  • Mftr Item Number: Required field for the manufacturer’s part number.
  • Description: Required field to describe the item.
  • UOM: Required field for Unit of Measure.

  • Quantity: Required field to specify the quantity.

    Add Project:

    • Project Number: Select the project number from the dropdown menu.
    • Project Quantity: Enter the project quantity.

    Add Delivery Schedule:

    • Date: Select the delivery date using the calendar icon.
    • Quantity: Enter the quantity details.

  • Special Instruction: Used to specify any unique handling or delivery requirements.

Add Button: Click the "Add" button to save the entered information. The added items will be displayed in the table below.

Billing & Shipping Details Section

PR BILLING

  • Delivery Terms: Defines the agreed delivery arrangement between vendor and requester.
  • Payment Terms: Specifies when and how payments should be made.
  • Shipping Mode: Indicates the preferred method of transportation (e.g., Air, Sea, Road).

Terms Section

PR TERMS

  • Retention Period: Specifies the duration for which the PR and related documentation must be retained.
  • Special Terms & Conditions: Additional contractual or operational conditions relevant to the PR.

Icons

ICONS

  • Refresh: Click to refresh the data displayed in the table.
  • Home Icon: Navigates to the home or main page of the application.
  • Back Icon: Navigates back to the previous page.