Purchasing Quick Start Checklist
Purchase Requisitions Process | Details |
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Add a Purchase Requisition | POUPPR – Main Panel |
Generate a PR Number | POUPPR – Ellipsis Button |
Select a Vendor | POUPPR – Vendor Tab (Ellipsis Lookup) |
Select a Shipping Address | POUPPR – Ship To Tab (Lookup) |
Select a Purchase Order Type | POUPPR – Details Tab (PO Type Field) |
Enter the Quantity, Units, Description, and Unit Price | POUPPR – Details Tab (Quantity, Units, Unit Price, and Description Fields) |
Select a Key and Object or FQA | POUPPR – Items Tab (GL Account Fields) |
Add a Product ID (if Applicable) | POUPPR – Items Tab (Product ID Field) |
Save the Record | POUPPR – Main Tab (Save Button) |
Workflow Approvals Process | Details |
Enable the Workflow Tab (if applicable) | Workflow Task List field (set to Enable) |
View Pending Approvals | POUPPR – Workflow panel on Options bar |
Approve or Reject a Request, Add Comments as Desired and Submit it | POUPPR – Pending Approvals Tab (Accept or Reject Button) |
Purchasing Maintenance Process | Details |
Dis-encumber a Purchase Order | |
Close or Cancel a Purchase Order | POUPPR – Req. Codes Tab (Req. Codes Field) |
Reopen a Purchase Order | POUTRO – Reopen Purchase Order |
Copy a Purchase Order | POUPPR – Tools Tab (Copy PR Button) |