Embedded Files
Creating New Purchase Request
Creating New Purchase Request
Step 1: Access the Purchase Request
Step 1: Access the Purchase Request
Navigate to the side menu and click on 1. Procurement.
Select 1.1 Purchase Request.
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 to purchase 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: Purchase Request Details
Step 4: Purchase Request Details
Select the Project Name and the Requested By field (person requesting).
Choose the Requesting Department.
Fill in other necessary information.
Click Save to record the purchase requisition.
[NOTES]
For creating a new Project, Requested By, Supplier, and Department, the user can either click the plus icon to open the entry form or input the new list and press Enter.
A system message will appear, prompting the user to confirm if they want to add/register the new list.
Clicking Yes will open the respective registration form.
Clicking No will dismiss the message and clear the input field.
Checking, Reviewing, Notation and Approval of Purchase Request
Checking, Reviewing, Notation and Approval of Purchase Request
Step 1: Open Transaction
Step 1: Open 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.
Step 2: Review and Check
Step 2: Review and Check
Review the details and have them reviewed/checked/noted/Approved by authorized personnel.
To check the transaction, click the check icon displayed on the right side of the field.
A validation message will appear. Click Yes to check/review/note the transaction.
Step 3: Confirmation
Step 3: Confirmation
A success notification will display confirming the transaction has been reviewed/checked/approved.
Print and Export Purchase Request Form
Print and Export Purchase Request Form
Step 1: Access the Form
Step 1: Access the Form
Select the desired transaction.
Click View/Print in the action buttons.
Step 2: Print the Form
Step 2: Print the Form
A preview window that contains the form will open.
Click the Print button to print the form.
The system will then display the Print dialog box, where you can select printer settings and confirm printing.
Step 3: Export the Form
Step 3: Export the Form
Click the Export button.
Choose between Excel or PDF format.
The default file name will be the form’s Transaction Number.
Void Purchase Request Form
Void Purchase Request Form
Step 1: Select and Void
Step 1: Select and Void
Select the transaction you wish to void or cancel.
Click Void in the action buttons.
Step 2: Confirm Action
Step 2: Confirm Action
A confirmation message will appear.
Click Yes to proceed with voiding the transaction.
Click No to cancel the action.
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