SCOPE OF SUPPLY

The Scope of Supply section allows administrators to define the specific goods, services, or deliverables a supplier is expected to provide under a procurement agreement. This interface enables users to configure and manage various scope entries for better clarity in contracts and purchase orders.

Follow these steps to access the Scope of Supply interface:

  1. Navigate to the Procurement module from the main menu
  2. Under the Secondary Master section, select Scope of Supply

Navigation to Scope of Supply

The Scope of Supply interface will display all existing scope entries and provide options to create new entries.

Creating a New Scope of Supply

Step 1: Initiate Scope of Supply Creation

Click the Add button in the toolbar to begin creating a new scope of supply.

Add Scope of Supply Button

Step 2: Complete the Scope of Supply Form

A scope of supply configuration form will appear with the following fields:

Scope of Supply Form

Scope of Supply Information

Field Description Required
Scope of Supply Enter the name or description of the scope of supply ✓ Yes
Description Provide additional details about the scope Optional
Remarks Add any additional comments or notes Optional
Active Status Toggle to enable/disable the scope of supply (enabled by default) ✓ Yes

Step 3: Save the Scope of Supply

After completing all required information, click the Save button to create the scope of supply entry.

Warning

Scope of Supply is a required field.

Managing Existing Scope of Supply Entries

Scope of Supply Listing View

Once created, all scope of supply entries are displayed in the Scope of Supply table.

Scope of Supply Listing

Actions

Scope of Supply Actions

Each scope of supply entry in the listing supports the following actions:

Edit Scope of Supply

Click the Pencil icon in the Actions column to modify the selected scope of supply information.

View Scope of Supply

Click the Eye icon in the Actions column to view complete scope of supply details in read-only mode.

Toolbar Features

Toolbar Icons

The Scope of Supply interface includes the following toolbar features:

Icon Feature Description
➕ Add Add Record Create a new scope of supply entry
📊 Export Export to Excel Download the scope of supply data as an Excel spreadsheet
🔍 Search Search Input Filter scope entries by entering keywords (searches across all columns)
🔄 Refresh Refresh Data Reload the scope of supply table to display the latest data
🔄 Restore Restore Entry Restore a previously deleted or archived scope of supply entry
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