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Purchasing module is the module where all purchases of goods and services within the institution are recorded and managed. The "Purchase Request" screen in this module is used to submit a new purchase request to the purchasing department.

Path: ERP > Sales-Distribution > Purchasing > Purchase Request

Transaction Type: Transaction type as "Purchase Request" will appear.
Department: Relevant department is selected from this field.
Title: Write the subject title for the purchase request.
Requester: The user information that displays this screen will automatically appear in the requester section. If the requester is different, you can change it from the popup.
To: In this field, select the user who will evaluate the request. User information in this field can also be specified from the XML setting. "User to be the default in the To field" Write the position ID of the user you want to be the default in the
Priority: Specify the priority status of your purchase request.
Process: Indicate at which stage the request is in this field.
Reference: In the Reference field, if you came to the purchase request from another screen For example; On the Internal Requests page. When you click "Convert to Purchase Request", the number of the relevant internal request will appear.
Delivery Date: Specify the delivery date for the products in question in the delivery date field.
Service: If the product you have requested is related to a service application, specify the relevant service application in this field.
Explanation: With the purchase request. You can specify the relevant explanation/detailed information.
Additional Information: You can enter additional information for your request in this field.
Entry Warehouse: In the entrance warehouse field, specify in which warehouse you will keep the product you have requested when you receive it.
Entry Project: If the product you have requested will be used for a project, you can project the relevant project in this field. specify.
Exit Project: If the requested product has already been purchased for a different project in stocks, it can be exited from that project and entered into the new project by selecting the exit project.
Exit Warehouse: If the requested product is available in stocks, it can be entered to a different location by selecting the exit warehouse.

Usage of the basket area is as follows

To add products to the basket, click on the "+" icon at the beginning of the basket row. A list of products will appear. From here, select the products one by one by clicking on their units. You can also add products to the basket by typing the stock code, barcode or serial number and pressing the "enter" key. The purchased products and services must be defined in the "Product-Stock Management" module and added to the products list.

You can change the quantities manually. Then click the "Save" button.

Recommendation: For detailed information about basket usage, you can review the "Basket Settings and Usage" document.

On this screen, you can click the "Update" button to change/update the information you want or click the "Delete" button to delete the request. You can also perform the following operations with the help of the icons in the upper right corner of this screen.

Convert Consumption Receipt: You can click on this link to convert the products you have requested into a consumption receipt.
Convert to Order: You can click on this link to convert the internal request you are on the update screen into an order.
Convert to Offer: You can click on this link to convert the internal request you are on the update screen into a quote.
Documents and Notes: You can add documents and notes related to the purchase request from this area.

Purchase Request Details: When you click on this icon, if you are making a budget movement in the transaction type, you can view the budget compliance check and access the demand fulfillment report.

With the help of other links, you can view the additional information of the request, the relevant relevant information. you can view alerts and perform operations such as printing, saving, copying.

Creating a Purchase Request via Data Transfer

You can use Data Transfer to create many purchase requests at once. Click the Data Transfer icon in the upper right corner of the purchase requisition record page.

Document: In this field, select the document that contains the product information. The format of your document must be as stated above.

Transfer Type: Make the relevant selection according to the code in your document (stock code, barcode or special code).

After specifying the necessary information, when you click the "Save" button, you will be directed to the order adding page. You can place the order after detailed selections.

When you click on the “List” button, you can list the products in the document you have added. You can also turn it into an order after listing it.

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About Workcube Objects

Purchase Request

All purchases of goods and services within the institution are first recorded as requests. After the request, it can be converted into a consumable receipt, offer or order with approval and rejection.

Type: WBO Version: Catalsyt v5 Licence: Standard Author: Workcube Core