Grant Thornton Purchasing Course Manual

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Purchase Requisitioning in Business World - Course Manual 3.4.2 To begin a New Payment Request Form Navigate to Forms ® Forms ® Payment Request Form Step Action 1 Click into the Form description field and enter the following format ‘name of payee – reason for payment’. 2 Complete the relevant fields in the Payment Requisition section (you must at least complete the mandatory fields, indicated with a red asterisk * ). 3 Click the relevant button at the bottom of the screen to complete your entry: • Save as Draft (which can be later opened and amended – see action 4.4.1) • Submit form (which can only be viewed later - see action 4.4.1) 4 Click OK when informed of the assigned Form ID. The form has been successfully save/submitted. 3.4.3 To action a Rejected Payment Request Task Navigate to Tasks ® Payment Request Form… Step Action 1 Click the relevant task from your task list (which begins Payment Request Form Review…’) to open it in a new screen. 2 View the Workflow log section to see the reason for the rejection. 3 Click Task Complete. The workflow is completed. Page 14 of 32 © Highpoint 2019 highpoint-services.co.uk
Purchase Requisitioning in Business World - Course Manual Purchase Requisitions 4.1 Objectives The objectives of this section are to understand how to… • View/amend previously created Purchase Requisitions • Raise a Purchase Requisition using the Purchasing screen: 4.2 Overview Purchase Requisitions can be created in the Purchasing screen of Business World. The resulting request will be sent to the relevant approvers based on factors such as product, amount and cost centre. If approved, a Purchase Order will be created and sent to the Supplier. Key Learning Points: § Purchase Requisitions must be raised and approved prior to a purchase. § Purchase Requisitions are automatically distributed for approval by the person/s with the relevant authority. § When a Purchase Requisition has been approved, it becomes a Purchase Order (PO) and is automatically sent to the supplier. § When goods are received or services are rendered, the PO should be receipted. § When a Purchase Invoice arrives, it will be matched to the PO and receipts. A match will mean the invoice can be paid. § There are two types of Purchase Requisitions: o Direct: these are coded to chargeable Work orders and are authorised by a ‘Direct Work Order Manager’. o Indirect: these are coded to non-chargeable Work orders and are authorised by an ‘Indirect Work Order Manager’. 4.3 Screen Definitions: Purchasing Navigate to Your employment or Procurement ® Start Pages ® Purchasing 4.3.1 Purchasing screen The home screen is split into three sections: 4.3.1.1 New request Click the Purchase request button to begin a new Purchase Requisition. Page 15 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
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Grant Thornton Purchasing Course Manual

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