Embedded Files
Conduct Canvassing
Conduct Canvassing
Step 1: Access Canvass Module
Step 1: Access Canvass Module
Navigate to the side menu and click on 1. Procurement.
Select 1.2 Canvass.
Click Browse Purchase Request (Browse PR).
Step 2: Select a Purchase Request
Step 2: Select a Purchase Request
Purchase Requisition table will show.
From the checked purchase request list, select an item.
Double‑click to proceed with the canvass transaction.
Step 3: Review and Modify Details
Step 3: Review and Modify Details
Review the populated details.
Make any necessary modifications.
Specify the Project Phase and Project Description.
Step 4: Add Supplier Information
Step 4: Add Supplier Information
Click the Add Supplier button.
In the Canvass Info entry form:
Select the Supplier(s).
Confirm the quantity to be purchased.
Enter the unit price.
Select the currency (defaulted to the company profile).
Enter any additional remarks.
[NOTE] You can add multiple suppliers and adjust quantities for each as needed.
Step 5: Save the Transaction
Step 5: Save the Transaction
Click Save or Save & Print.
Click Yes to confirm saving the canvass transaction.
[NOTES]
To create a new Department, Requestor, Project, Project Phase, or Project Description:
Click the plus icon to open the entry form, or input the new list and press Enter.
A system message will prompt you to confirm registration.
Click Yes to open the registration form.
Click No to dismiss and clear the input field.
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Creating New Canvass Entries
Creating New Canvass Entries
Step 1: Access Canvass Module
Step 1: Access Canvass Module
Navigate to the side menu and click on 1. Procurement.
Select 1.2 Canvass.
Click the New Record button in the top toolbar to start a new entry.
Step 2: Enter Item
Step 2: Enter Item
Enter the item name in the text box.
If the product exists, it will automatically display in the table.
If the product does not exist, a validation message will appear asking: “Do you want to add new product?”
Click Yes to proceed with adding the new product.
Step 3: Quantity and Unit
Step 3: Quantity and Unit
After clicking Yes, the system begins processing the new product entry.
A Quantity and Unit dialog box will appear.
Enter the quantity and select the unit to be purchased.
Step 4: Review and Modify Details
Step 4: Review and Modify Details
Fill up the required details
Specify the Project Phase and Project Description.
Click the Add Supplier button.
In the Canvass Info entry form:
Select the Supplier(s).
Confirm the quantity to be purchased.
Enter the unit price.
Select the currency (defaulted to the company profile).
Enter any additional remarks.
Step 5: Save the Transaction
Step 5: Save the Transaction
Click Save or Save & Print.
Click Yes to confirm saving the canvass transaction.
Checking, Notation, Approval & Disapproval of Canvass
Checking, Notation, Approval & Disapproval of Canvass
Step 1: Open and Review the Transaction
Step 1: Open and Review the Transaction
In the filter buttons, select the purchase order transaction tagged as For Checking/For Notation/For Approval.
Double‑click the transaction to open the entry form.
Review the details and have them checked by the authorized personnel.
Step 2: Confirmation
Step 2: Confirmation
To check/note/approve/disapprove the transaction, click the check icon displayed on the right side of the field.
Click Yes to confirm checking/notation/approving/disapproving the transaction.
A success notification will display confirming the transaction has been checked/noted/approved/disapproved.
[Important Note]
[Important Note]
The processes for Checking, Notation, Approval, and Disapproval of Transactions are identical to those used in:
The processes for Checking, Notation, Approval, and Disapproval of Transactions are identical to those used in:
- Purchase Orders
- Purchase Requests
- Budget Request
Similarly, the following steps for Printing and Exporting Transaction Forms follow the same workflow across these modules.
Similarly, the following steps for Printing and Exporting Transaction Forms follow the same workflow across these modules.
Print and Export Purchase Request Form
Print and Export Purchase Request Form
Step 1: Print or Export
Step 1: Print or Export
Select the desired transaction.
Click View/Print in the action buttons.
To print the form, click the Print button.
To export the form, click the Export button.
Choose between Excel or PDF format.
The default file name will be the form’s Transaction Number.
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