Grant Thornton Purchasing Course Manual

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Purchase Requisitioning in Business World - Course Manual 4.3.1.2 Requisitions This section gives you access to Purchase Requisitions in any of three possible states: Draft (not submitted), In progress (submitted but not yet approved) and Sent (approved and sent as Purchase Orders). There is a search bar where you can view all types listed above and search for a specific request/order by number, name (a label you have assigned) or supplier. Clicking on a line will open that request/order. The Draft, In progress and Sent boxes have a number indicating the number of requests/orders of that type. Clicking the box will display the records (which can be sorted for easier searching) and clicking a line will open it. Draft items will open as Purchase Requisitions and can be amended and saved as draft or submitted. In progress items will open as Purchase Requisitions. You can Save as draft which will take it out of the approval workflow or you can make amendments and Submit which will force it to restart the approval workflow. Sent items will open as Purchase Orders. They cannot be amended. Page 16 of 32 © Highpoint 2019 highpoint-services.co.uk
Purchase Requisitioning in Business World - Course Manual 4.3.1.3 Expected deliveries This navigable calendar will display all POs based on their Delivery date. Click the number to see the list or POs and select the desired line to view it in the Goods Receipt screen. 4.3.2 Purchase request screen When you click Purchase request, the screen will open with a ‘breadcrumb trail’ leading back to the Purchasing screen. The various fields in this screen are described in the table below. Again the screen is split into different sections as they serve different functions. Field On behalf of Requisitioner Purchase request name Delivery date Description By default this will be you. If you are raising a Purchase Requisition for someone else, select their name here. A simple label you can enter to describe the purchase. This can be used when searching for your Draft, In progress and Sent items if entered properly. Enter to indicate when the goods or services are expected to be delivered (leave as default if unknown). The PO can then be seen in your Delivery calendar on the front Purchasing screen as a reminder. Click the Settings button to: Enter a default Supplier that will be assigned by default to each purchase line. Settings View/amend the Cost centre – this indicates which budget the purchase cost will come from. Enter an External reference (if requested by the Supplier) that will appear on the PO. Page 17 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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