Purchase Request

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Purchase Request

This is to create, edit or print Purchase Request.

Purchase Request has no effects on inventory movement and G/L entries and is usually used to record any stock item requested by internal staff.


To Create New Purchase Request

Go to Purchase > Purchase Request

Click on Create A New Request Quotation


PR1.png


Request By: The person who request the item.

Description: The reason of purchase request being issued.

Purchase Request No: <<New>> means to follow auto-running numbering (maintained at Document Numbering Format Maintenance), and the next possible number is displayed at the top bar of the window. You may click on it to key in any number you like.

Date: system date is automatically captured, you may click to change.


Details Column

Item Code: right click on '+' sign to add a new row and select an item; you may key in the first few number/letters of the item code/description/keywords and select from the lookup screen.

Description: this is called detail description... will capture the item description automatically (amendable)

Further Description: click to view/edit Further Description of this item. (the default content can be maintained at Stock Item Maintenance)

UOM: the default unit of measurement will be captured;

Qty: key in the quantity.

Creditor Code & Creditor Name: the supplier that you purchase from.


Functional Buttons:


PR2.png


CFB1.png to be save in K.I.V folder to be use later.


CFB2.png to be save as template. (Refer Common Function in Transaction)


CFB3.png to be save as recurrence. (Refer Recurrence)


CFB4.png to add / insert a detail row. (Insert)


CFB5.png to insert a detail row before the highlighted row. (Ctrl + Insert)


CFB6.png to delete highlighted row. (Ctrl + Delete)


CFB7.pngCFB8.png to move the detail row up/down. (Alt + Shift + Up/Down)


CFB9.png to undo (Ctrl + Z)


CFB10.png to select all detail rows (Ctrl + Alt + A), so that it can be deleted or modified in one shot (using Range Set)


CFB11.png range set (F12)... a range setting windows will be prompted. This is usually used to apply changes to several/all selected detail rows.


CFB15.png to prompt the item search screen (F9). Type a keyword, select search criteria, click on Search. From the search result, check the check-boxes to select items to be included into the document, then click on OK.


CFB16.png click on this button will display (at bottom section) instant information related to the highlighted item, such as Price History, Stock Balance ...


PR3.png to copy a purchase request which previously already save.


PR4.png to copy existing purchase request to a new purchase request.


CFB17.png to check the purchase request which have already been transferred. .


Edit tab:


PR5.png


Copy Whole Document: To copy the whole document to clipboard.

Copy Selected Details: To copy some item details to clipboard. (press ctrl+ highlight the item to copy)

Copy as spreadsheet: To copy the item details and paste into spreadsheet.

Paste Whole Document: To paste the whole document from the clipboard.

Paste Item Detail Only: To paste some item details from clipboard.

Undo Master: To undo (reverse one step) the header section.

Edit MRU Items: to edit /delete historical descriptions (which was keyed in previously). MRU = Most Recently Used

Can Transfer: If this is unchecked, this document will not be allowed to transfer to others document.


Click on Save & Preview,

PR6.png


PR7.png


Print Purchase Request Listing


PR8.png


PR9.png


PR10.png


Click on the shortcut label of Purchase Request or go to Purchase > Purchase Request, click on Others menu...


PR11.png


Manage Template: Refer Common Function in Transaction.

Manage Recurrence: Refer Recurrence.

Load Data Option: to specify the number of recent days when loading data instead of to load all data, so that the loading speed can be further improved. See also Common Function in Transaction.

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