Grant Thornton Purchasing Course Manual

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Purchase Requisitioning in Business World - Course Manual 2.3.3 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’. 2.3.4 Supplier Request Task Once the form has been reviewed it will be Approved or Rejected. If approved, the Supplier will be created. If rejected, it will be because the supplier already exists or because it has failed to meet the necessary criteria for creation. Either way, the form will be updated accordingly and then returned to you as a Task. The task instruction tells you to “Review the feedback from Purchase Management and choose to resubmit your request or accept the feedback”. To review the feedback, click the Supplier Request Status sub tab. 2.3.5 ‘Supplier Request Status’ Sub tab Only one of the two sections is completed, depending on whether the request was Approved or Rejected. • If approved, the new Supplier ID will be provided. • If rejected, a reason and comment will be given. If the supplier already exists, the ID will be provided. Page 8 of 32 © Highpoint 2019 highpoint-services.co.uk
Purchase Requisitioning in Business World - Course Manual At the bottom of the screen you have the option to workflow process. , which will complete the Or, if you have amended the supplier details based on the feedback, you can choose to and await the second review and subsequent approval/rejection. 2.4 Actions 2.4.1 To open an existing New Supplier Request form Navigate to Forms ® Forms ® New Supplier Request 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. 2.4.2 To begin a New Supplier Request form Navigate to Forms ® Forms ® New Supplier Request Step Action 1 Click into the Form description field and enter the following format ‘name of supplier – new supplier’. 2 Complete the relevant fields in the Supplier Details section (you must at least complete the mandatory fields, indicated with a red asterisk * ). 3 Complete the relevant fields in the Payment Details section. 4 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 3.4.1) • Submit form (which can only be viewed later - see action 3.4.1) Page 9 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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