Grant Thornton Purchasing Course Manual

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Purchase Requisitioning in Business World - Course Manual 3.3 Screen Definitions The Payment Request Form a single section and is very simple to complete. The fields and other elements of the screen are described below. Navigate to Forms ® Forms ® Payment Request Form 3.3.1 Header Section Field Form ID Form description Description The ID is auto assigned when saving a new request. The ID (or Form description) can then be entered when searching for an existing request The first field to be completed when creating a new request – should be the name of the payee and a reason for the payment. 3.3.2 Payment Requisition Section This section contains all the fields necessary to request the sundry payment. This includes the Payee name, Detail of payment reason, the Cost Center and Work order that should be charged and payee bank details. Page 12 of 32 © Highpoint 2019 highpoint-services.co.uk
Purchase Requisitioning in Business World - Course Manual 3.3.3 Saving or Submitting At the bottom of the screen you have the option to for approval or so that you can return to it later and update it. Either option will produce a Form ID. If you open the form while it is still under review, you will see a message at the bottom of the screen telling you it is ‘currently awaiting approval’. 3.3.4 Payment Request Rejected Task Once the form has been reviewed it will be Approved or Rejected. If approved, the payment will be created. If rejected, the form will be updated with a reason and then returned to you as a Task. Clicking on the task will open the form. The Workflow log contains the reason for the rejection. At the bottom of the screen you only have the option to , which will complete the workflow process. Any corrections or amendments to the request would have to be submitted in a new form. 3.4 Actions 3.4.1 To open an existing Payment Request Form Navigate to Forms ® Forms ® Payment Request Form Step Action 1 Click into the Form ID field. 2 Begin typing the ID or description of the request. 3 Click the relevant option from the list provided and [TAB] to open the form. If there is a ‘currently awaiting approval’ message, the form can be viewed but not amended. If there is no such message, the form is in ‘Draft’ mode and can be amended and saved again as ‘Draft’, or submitted for approval. Page 13 of 32 © Highpoint 2019 highpoint-services.co.uk
Page 1 and 2: Purchasing in Business World Course
Page 3 and 4: Contents Introduction .............
Page 5 and 6: Purchase Requisitioning in Business
Page 11: Purchase Requisitioning in Business

Grant Thornton Purchasing Course Manual

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