Convert Purchase Request

Procurement

Create Requisition

Operation Team will raise Purchase Request.

In order to place corresponding Purchase Order(PO), you need to firstly convert Purchase Request to Purchase Requisition

Check tutorial for: Create Requisition

Work with Requisition

Within the Purchase Requisition , there are some important things need to confirm:

Make sure there is Stock ID for each request line

Sometimes, operation team may request new item that is not yet being created in system. (or simply they are not sure which Stock ID to be used)

Therefore, you will need to assign Stock ID to proceed further. (If the stock ID is not yet created, please create new stock item first -- see Item Master )

Confirm Receiving Warehouse

Procurement across entity can be combined together. Please try to combine as much as possible to reach better price :)

Confirm Vendor

Enter Vendor in Bidding Tab (If it is a new vendor, please create the Vendor Master first )

Note: For purchase from Market, you can use "MARKET" directly. No need to create Vendor Master.

The purpose of Purchase Requisition is to collect and combine Purchase Request together,

Therefore, quantity of each request CANNOT be modified.

If you need to change the quantity, please first convert the Purchase Requisition to Purchase Order(PO)

And modified purchase quantity in Purchase Orders (PO).

Convert Requisition to Purchase Order

Step 1: Click "Remove Hold" (Staus will become "Open")

If your purchase requisition status becomes "Pending Bidding", it means you miss assign Vendor in the previous step

Please "Hold" back the requisition

--> Assign Vendor

--> "Remove Hold" again

Step 2: Click "Create Orders" to create Purchase Order(PO)

Click on "CREATE ORDERS",

You can see created PO in PURCHASE ORDERS tab.

You can click on Order Nbr. to further proceed

with that Purchase Order.

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