module:purchaseorder:purchaserequest:list
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module:purchaseorder:purchaserequest:list [2014/08/26 18:32] target |
module:purchaseorder:purchaserequest:list [2019/11/12 18:32] (current) target |
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| Purchase Request is an ordering process use to instruct someone to procure project requirements from local suppliers. | Purchase Request is an ordering process use to instruct someone to procure project requirements from local suppliers. | ||
| - | System Purchase Request list allows registration of Purchase Request for use within system modules. Purchase Request is directed to Purchasing department for further processing, this will require purchasing department to create purchase/ | + | System Purchase Request list allows registration of Purchase Request for use within system modules. |
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| + | Purchase Request is directed to Purchasing department for further processing, this will require purchasing department to create purchase orders and corresponding transfer job orders as the reference records. Items (Product or Service) | ||
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| + | Each successful registration adds to the number of purchase request in the list and provided with a system generated code to distinguish one request from another. | ||
| **Definition of Terms:** | **Definition of Terms:** | ||
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| Purchase Request Record/ | Purchase Request Record/ | ||
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| + | Procure - purchase/ | ||
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| + | Main item - this is the product or service you will avail from supplier | ||
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| + | Sub item - this is the item you will provide to supplier to get the main item | ||
| **User Involve:** | **User Involve:** | ||
| - | Project Manager or Supply chain is responsible for creating a purchase request to be processed and reported by purchasing department. They are all in charge of maintaining a transparent and accurate Purchase Request system. Item specification and material quality on request | + | Project Manager or Supply chain is responsible for creating a project related |
| + | |||
| + | Authorized users are also allowed to create PR to request their respective department requirement using the assigned department PIN. | ||
| **Forms:** | **Forms:** | ||
| - | Purchase Request- a system form use to instruct purchasing to procure listed items attached with detailed diagrams if necessary; formerly called Purchasing Job order (PJO) or Production Job order (PDJO) | + | Purchase Request- a system form use to instruct purchasing to procure listed items attached with detailed diagrams/ |
| **General Procedure/ | **General Procedure/ | ||
| - | **A. Creating a Purchase Request** | + | **A. Creating a Purchase Request |
| - | a.1. identify the items you need to purchase from local suppliers/ | + | a.1. identify the items you need to purchase from local suppliers/ |
| - | + | note: add item as sub item if it form part of an item | |
| - | a.2. fill-up a Purchase Request profile and list the items you need to purchase; see [[module:purchaseorder: | + | |
| + | a.2. fill-up a Purchase Request profile and list the items you need to purchase (or check items if a reference PL is selected); | ||
| + | |||
| a.3. click save to make a " | a.3. click save to make a " | ||
| - | **B. Sending a Purchase Request** | + | Note: User may select PR items base on the same project Parts list or from another PR. Just make sure that if you want to reference from PL plan ahead and itemize possible items accordingly and mark them as Main or Sub item. Main item would be the item or service you would avail from supplier while Sub item are raw materials, inventory or component you will provide. |
| + | |||
| + | **B. Sending a Purchase Request | ||
| b.1. select the Purchase Request you want to send and execute by Purchasing Department | b.1. select the Purchase Request you want to send and execute by Purchasing Department | ||
| Line 40: | Line 56: | ||
| b.3. click " | b.3. click " | ||
| - | **C. Executing a Purchase Request** | + | **C. Executing a Purchase Request |
| c.1. select a Purchase Request you want to execute | c.1. select a Purchase Request you want to execute | ||
| Line 48: | Line 64: | ||
| c.3. click " | c.3. click " | ||
| | | ||
| - | c.4. create Purchase Order/s by filling-up a purchase order profile; see [[module: | + | c.4. create Purchase Order/s by filling-up a purchase order profile; see [[module: |
| c.5. create Transfer Job Order/s by filling-up a Transfer JO profile; see [[module: | c.5. create Transfer Job Order/s by filling-up a Transfer JO profile; see [[module: | ||
| Line 56: | Line 72: | ||
| d.1. system automatically updates purchase request status to partial or complete when matching transfer job orders were updated | d.1. system automatically updates purchase request status to partial or complete when matching transfer job orders were updated | ||
| - | **E. Cancelling a Purchase Request** | + | **E. Changing |
| - | e.1. identify the Purchase Request for cancellation | + | e.1. select a purchase request you need to change in request quantity (PR Qty) |
| - | e.2. check PR status | + | e.2. consider status of request and discuss with Purchasing (about effect of changing order to supplier) |
| + | |||
| + | e.3. edit PR Qty given considerations | ||
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| + | e.4. click " | ||
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| + | Note: items added on PO will appear on PR with remark "items not on PR" | ||
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| + | **F. Cancelling a Purchase Request** | ||
| + | |||
| + | f.1. identify the Purchase Request for cancellation | ||
| + | |||
| + | f.2. check PR status | ||
| if PR status: | if PR status: | ||
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| -new or on-going: check if there is a related Purchase Order or Transfer JO then check the following condition/ | -new or on-going: check if there is a related Purchase Order or Transfer JO then check the following condition/ | ||
| - | | + | >if no related PO or TR inform Purchasing Department first |
| - | >if there is a Transfer JO report, PR can not be cancelled | + | |
| - | >if no Transfer JO, check supplier regarding the status of Purchase Order/s if can be cancelled, when allowed proceed to cancellation of PR | + | >if there is a Transfer JO report |
| + | |||
| + | >if no Transfer JO, check supplier regarding the status of Purchase Order/s if can be cancelled, when allowed proceed to cancellation of PR | ||
| -complete: completed PR can not be cancelled | -complete: completed PR can not be cancelled | ||
| - | e.3. click " | + | f.3. click " |
| **Notes:** | **Notes:** | ||
module/purchaseorder/purchaserequest/list.1409049144.txt.gz · Last modified: 2014/08/26 18:32 by target
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