Stage 1: Choosing an Item
Go to Purchasing Responsibility--Items--Master Items
Click on tools and choose “Categories” to view the below screen.
Stage 2: Creation of Requisition
Create a new Requisition for the item viewed in Stage 1.
Click on Distributions to View the charge Account.
Save and Submit for Approval
Stage 3 : Checking the Status of Requisition
Query for the Requisition Number and click Find.
hence it shows the status as approved.
To see the approval status, please follow the below navigation.
Stage 4 : Creation of Purchase Order
Query for the Requisition
Click on Automatic as shown in the above figure to create a Purchase Order
Click on “Create” button to create a Purchase order
View the shipment screen to change the “Match Approval Level” to “2-Way”.
Click the “Receiving Controls” to make sure that the “Routing” is made as “Direct Routing”
Click Save and submit for Approval.
Stage 5: Creation of Receipts
Query with the Purchase order created in the above stage.
Check the check box near to the lines that are received and click save.
Click the “Header Button” to view the Receipt Number.
Stage 6: Checking the On Hand
Query for our Receipt and make sure the Organization is the same as we received.
Below screen will show that our inventory has been increased by 5 quantities.
Stage 7: Check the Material Transactions
Query for the item and date as below
Below screen shows the source and transaction Type
Below screen shows you the Serial Numbers of the items received.
Stage 8: Creation of Invoice
Navigate to any Purchasing Responsibility and view à Requests
Check the status of the program.
Stage 9: Checking the Invoice
Query for the Purchase order as below,
Click “Actions” Button then tick the “Validate Check Box” and press “Ok” to validate the invoice
Below screenshot will give you the status of the invoice
Stage 10: Creation of Accounting and Payment
Once invoice got approved, we can “Create Accounting” and “Create Payments” via “Action” Button in the “Invoice Form” as we validated the invoice.
Go to Purchasing Responsibility--Items--Master Items
Click on tools and choose “Categories” to view the below screen.
Stage 2: Creation of Requisition
Create a new Requisition for the item viewed in Stage 1.
Click on Distributions to View the charge Account.
Save and Submit for Approval
Stage 3 : Checking the Status of Requisition
Query for the Requisition Number and click Find.
hence it shows the status as approved.
To see the approval status, please follow the below navigation.
Stage 4 : Creation of Purchase Order
Query for the Requisition
Click on Automatic as shown in the above figure to create a Purchase Order
Click on “Create” button to create a Purchase order
View the shipment screen to change the “Match Approval Level” to “2-Way”.
Click the “Receiving Controls” to make sure that the “Routing” is made as “Direct Routing”
Click Save and submit for Approval.
Stage 5: Creation of Receipts
Query with the Purchase order created in the above stage.
Check the check box near to the lines that are received and click save.
Click the “Header Button” to view the Receipt Number.
Stage 6: Checking the On Hand
Query for our Receipt and make sure the Organization is the same as we received.
Below screen will show that our inventory has been increased by 5 quantities.
Stage 7: Check the Material Transactions
Query for the item and date as below
Below screen shows the source and transaction Type
Below screen shows you the Serial Numbers of the items received.
Stage 8: Creation of Invoice
Navigate to any Purchasing Responsibility and view à Requests
Check the status of the program.
Stage 9: Checking the Invoice
Query for the Purchase order as below,
Click “Actions” Button then tick the “Validate Check Box” and press “Ok” to validate the invoice
Below screenshot will give you the status of the invoice
Stage 10: Creation of Accounting and Payment
Once invoice got approved, we can “Create Accounting” and “Create Payments” via “Action” Button in the “Invoice Form” as we validated the invoice.
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