Purchase Request with RFP Scenario

Steps

1. Select the Relevant Organization Unit. See Home: Organization unit Selector.
   • Jack begins by choosing the appropriate organizational unit for the requisition.
2. Create a Purchase Requisition (as a Free-Form Request). See Purchase Request: Create.
   • Jack creates a requisition within the application.
3. Enter Requisition Details:
   • Due Date: Enter the expected delivery date.
   • Purpose: Specifies the reason for the purchase.
4. Add Line Items:
   • Item 1: MRO Plant Maint and Shutdown Operations Engineers
     • Expense Type: MRO
     • Quantity Ordered: 5
     • Unit of Measure: Resource per day
5. Submit for Approval. See Purchase Request: Details.
   • Jack submits the request for approval.
6. Manager Approval.
   • Jack’s manager, Tim, approves the requisition.
7. RFP initiating by RFP Manager. See RFP: Create.
   • Mark, RFP Manager, manually creates an RFP based on the details from the PR and submits it for vendor review and proposal submission.
   • Note: Uploading a file with the proposal is required during this step.
8. Select Vendor and Upload Proposal:
   • Vendor: Mark selects Protekt Engineering Services as the vendor.
   • Proposal Document: Mark uploads the proposal document received from the vendor.
9. Purchase Order Creation. See Purchase Order: Create.
   • Markus, the buyer, creates a Purchase Order (PO) based on the selected proposal details from the RFP, enters the supplier's information, and sends the PO to the supplier.
10. CFO Approval.
    • Michael, a CFO, reviews and approves the purchase order, changing its status firstly to synchronizing, then to ordering.
11. 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.