Embedded Files
Create New Budget Request
Create New Budget Request
Step 1: Access Budget Request Module
Step 1: Access Budget Request Module
Navigate to the side menu and click on 1. Procurement.
Select 1.3 Purchase Order.
Click the New Record button in the top toolbar to start a new entry.
Step 2: Enter Budget Request Details
Step 2: Enter Budget Request Details
Fill in all the necessary and required fields (e.g., Budget For, Category, Subcategory, Project, Department, etc.).
Choose Payment Terms:
Full Payment
Partial Payment
Step 3: Add Item(s)
Step 3: Add Item(s)
Enter the item name in the text box.
If the product exists, it will automatically appear in the table.
If the product does not exist, a validation message will display:
“Do you want to add new product?”
Click Yes to proceed with adding the new product.
Step 4: Quantity and Price
Step 4: Quantity and Price
After clicking Yes or Selecting Item, the system begins processing the new product entry.
A Quantity and Price dialog box will appear.
Enter the quantity and Price of the item to be purchased.
Step 5: Save the Transaction
Step 5: Save the Transaction
Click Save or Save & Print.
Click Yes to confirm saving the Budget Request.
[Important Note]
[Important Note]
For steps on Checking, Notation, Approval & Disapproval of Transactions, as well as Printing and Exporting Transaction Forms, please go to Canvass Section. These processes are identical across Purchase Orders, Canvass Transactions, and Purchase Requests.
For steps on Checking, Notation, Approval & Disapproval of Transactions, as well as Printing and Exporting Transaction Forms, please go to Canvass Section. These processes are identical across Purchase Orders, Canvass Transactions, and Purchase Requests.
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