Purchase Request Scenario
Your company is organizing a corporate event and plans to distribute goodies to customers. Martin, from the Marketing Department, knows a supplier who offers the necessary items and initiates a purchase request. The request shall be approved by his manager and processed by a buyer from the Purchasing Department.
Steps
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Select the Relevant Organization Unit. See Home: Organization unit Selector.
- Martin begins by choosing the appropriate organizational unit for the requisition.
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Create a Purchase Requisition (as a Free-Form Request). See Purchase Request: Create.
- Martin creates a requisition within the application.
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Enter Requisition Details:
- Due Date: Enter the expected delivery date.
- Purpose: Specifies the reason for the purchase.
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Add Line Items:
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Item 1: Flip Charts and Papers
- Expense Type: Office Stationery
- Quantity Ordered: 50
- Unit of Measure: Each
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Item 2: Writing Pad with Blue Pens (bundle)
- Expense Type: Office Stationery
- Quantity Ordered: 200
- Unit of Measure: Each
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Item 1: Flip Charts and Papers
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Submit for Approval. See Purchase Request: Details.
- Martin submits the request for approval.
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Manager Approval.
- Martin’s manager, Tom, approves the requisition.
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Purchasing Department Review.
- Steve, a buyer, reviews and approves the request.
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Purchase Order Creation. See Purchase Order: Create.
- Steve creates a Purchase Order (PO) based on the approved requisition, enters the supplier's information, and sends the PO to the supplier.
- Note: Uploading a file with the proposal is required during this step.
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CFO Approval.
- Michael, a CFO, reviews and approves the purchase order, changing its status firstly to synchronizing, then to ordering.
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Warehouse Acknowledgment. See AP Invoice: Create and Good Receipt: Create.
- The warehouse manager continues with the AP Invoice and Good Receipt until all products are delivered, and the status is transferred to delivered.