Grant Thornton Purchasing Course Manual

More documents

Recommendations

Info

Notices Highpoint Implementation and Training Services Ltd has made every effort to supply accurate, complete and up to date information in this document. However, if changes are made to the system, the information in this document may no longer be accurate at the time of use. Highpoint Implementation and Training Services Ltd assumes no responsibility for any errors or omissions that may occur in the document. Microsoft® Excel, Windows® and Microsoft® SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other brand names, product names and company logos are trademarks or registered trademarks of their respective owners. This document contains information that is proprietary to Highpoint Implementation and Training Services Ltd. Please do not reproduce this document, or make it available to any third party either directly or indirectly in any format. If you do require more copies for any purpose please contact Highpoint Implementation and Training Services for authorisation. All rights reserved. Highpoint Implementation and Training Services © 2019
Contents Introduction ........................................................................................................... 5 Training Basics ................................................................................................................................ 5 Introducing the Course ................................................................................................................... 5 Supplier Requests .................................................................................................. 6 2.1 Objectives ................................................................................................................................. 6 2.2 Overview .................................................................................................................................. 6 2.3 Screen Definitions ..................................................................................................................... 7 2.3.1 Header Section ................................................................................................................................ 7 2.3.2 ‘Supplier Request’ Sub tab ............................................................................................................... 7 2.3.3 Saving or Submitting ....................................................................................................................... 8 2.3.4 Supplier Request Task ...................................................................................................................... 8 2.3.5 ‘Supplier Request Status’ Sub tab ..................................................................................................... 8 2.4 Actions ..................................................................................................................................... 9 2.4.1 To open an existing New Supplier Request form ............................................................................... 9 2.4.2 To begin a New Supplier Request form ............................................................................................. 9 2.4.3 To action a Supplier Request Task .................................................................................................. 10 Payment Requests ............................................................................................... 11 3.1 Objectives ............................................................................................................................... 11 3.2 Overview ................................................................................................................................ 11 3.3 Screen Definitions ................................................................................................................... 12 3.3.1 Header Section .............................................................................................................................. 12 3.3.2 Payment Requisition Section .......................................................................................................... 12 3.3.3 Saving or Submitting ..................................................................................................................... 13 3.3.4 Payment Request Rejected Task .................................................................................................... 13 3.4 Actions ................................................................................................................................... 13 3.4.1 To open an existing Payment Request Form ................................................................................... 13 3.4.2 To begin a New Payment Request Form ......................................................................................... 14 3.4.3 To action a Rejected Payment Request Task................................................................................... 14 Purchase Requisitions .......................................................................................... 15 4.1 Objectives ............................................................................................................................... 15 4.2 Overview ................................................................................................................................ 15 4.3 Screen Definitions: Purchasing ................................................................................................ 15 4.3.1 Purchasing screen ......................................................................................................................... 15 4.3.2 Purchase request screen ................................................................................................................ 17 4.3.3 Purchase Line ‘Zoom’ ..................................................................................................................... 19 4.3.4 Documents .................................................................................................................................... 20 4.3.5 Saving or Submitting ..................................................................................................................... 20 4.4 Actions: Purchasing Screen ..................................................................................................... 21 4.4.1 To view an existing Purchase Requisition ....................................................................................... 21 4.4.2 To view an expected delivery ......................................................................................................... 21 4.4.3 To begin a new Purchase Requisition ............................................................................................. 21 4.4.4 To attach a document ................................................................................................................... 22 4.4.5 To split the cost of a line ................................................................................................................ 23 4.4.6 To save the Purchase Requisition as Draft ...................................................................................... 23
Page 1: Purchasing in Business World Course
Page 5 and 6: Purchase Requisitioning in Business

Grant Thornton Purchasing Course Manual

You also want an ePaper? Increase the reach of your titles

Delete template?

Save as template?