Grant Thornton Purchasing Course Manual

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Purchase Requisitioning in Business World - Course Manual 4.3.4 Documents Supporting documents can be attached to a single purchase line or to the whole purchase requisition using the paperclip icon. In the Document archive screen, select the relevant document type from the folder options on the left, then click Add a Document and upload the document from wherever it is saved. The icon turns blue to indicate an attached document: If an Engagement Letter is attached, the purchase requisition will be sent to the AP team for review during the approval process. Commented [JWB6]: More guidance re: what ‘Eng Letter’ represents in BW ie label of icon to drive WF Commented [MV7R6]: Await definition update 4.3.5 Saving or Submitting At the bottom of the screen you have the option to the purchase requisition for approval or so that you can return to it later and update it. Either option will produce a Purchase request number. Page 20 of 32 © Highpoint 2019 highpoint-services.co.uk
Purchase Requisitioning in Business World - Course Manual 4.4 Actions: Purchasing Screen All actions listed below happen in the following screen: Navigate to Your employment or Procurement ® Start Pages ® Purchasing 4.4.1 To view an existing Purchase Requisition Step 1a 1b Action In the Requisitions section, enter the Purchase Requisition number or label in the ‘Find purchases by…’ field and select the relevant order from the list. In the Requisitions section, click the relevant option (assuming there is a number higher than 0): • Draft – to see / amend an existing draft Purchase Requisition • In progress – to view a submitted Purchase Requisition • Sent – to view a sent Purchase Order 4.4.2 To view an expected delivery Step Action 1 In the Expected deliveries section, navigate to the date of the delivery. 2 Click the number in the date and select the relevant Purchase Order number. It will open in the Goods Receipt screen, this is covered in Section 6. 4.4.3 To begin a new Purchase Requisition Step Action 1 Click Purchase Request. 2 If creating the Purchase Requisition on behalf of someone else, change the name in the On behalf of Requsitioner field. 3 Enter a meaningful label in the Purchase request name field. 4 Select the Delivery date (if known). Page 21 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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