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
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.
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.
to be save as template. (Refer Common Function in Transaction)
to be save as recurrence. (Refer Recurrence)
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.
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,
Print Purchase Request Listing
Click on the shortcut label of Purchase Request or go to Purchase > Purchase Request, click on Others menu...
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.
|AutoCount Accounting 2.0 & 2.1
|AutoCount Accounting 1.8 / 1.9
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