Create a Purchase Request

Press Alt + Q and search for Purchase Requests. Press New and fill in the requested fields (Number, Description, Vendor):


Main fields:

FieldDescription
No.assign a number of series to the requests
Descriptionwrite a description
Vendor No.indicate the vendor number for which is performed the RDA. The field is optional. If completed it will be reported on the lines
Location Codeit is possible to indicate a location for goods
Job No.it is possible to indicate a Job reference
Category Codeyou can classify the requests by category
Requester No.resources can be selected by whether the person making the RDA is different from the user who is logged in
 User IDfields automatically filled in by the system
Creation Datefields automatically filled in by the system
Statusstatus of the request. The options are::


NB It is possible to manage the status, indirectly, by installing the Data Security app of Eos Solutions. Below is an example workflow:
-Open: the PRQ has been entered by the generic user and is still editable.
-Waiting for approval: the generic user is waiting for a specific administrative user (who has DataSecurity permissions) to fill in any missing data and approve the PRQ.
-Approved: the request has been approved by the administrative user.
-Closed: a purchase document was created bfrom the PRQ.

The goods / services for which the Purchase Request is made must be specified in the lines. You can, if necessary, specify dimensions such as Project Code, Department Code, Location Code.

NB

It is also possible to enter purely descriptive purchase requests if you do not know the Item code and / or Vendor name You can change the Type and Nr. without altering other information already in the line: From Functions -> Change Type / Nr.



Create a Purchase Request from Requisition Worksheets


On page Requisition worksheet add an item and set the Vendor No.


By pressing OK the system will create the Purchase Request:


On the Purchase Requests List:




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