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            Knowledge Base Asset Infinity Help Center Purchase & Requisitions - Item & Assets How to Raise Purchase Requisition/Requests?

            How to Raise Purchase Requisition/Requests?

            By processing a purchase requisition, appropriate controls can monitor the credibility of purchase, as well as identify the relevance for a products/purchase within the system.  In Asset Infinity, users can raise detailed requisitions as per one's business needs. 

            Create New Requisitions

            Apart from adding locations, categories, assets or inventory into the system, there are few more add ons required for raising a Purchase Request. 
            1. Request Types
            The Request Type page categorizes the requisition into a purchase or service request, it further differentiates based on merchandise or supply required. The given form will open:
            Request TypeRequest Type
            1. Request Mode - To categorize a request into a purchase request or a service request (service request is created for work orders). Select mode from the given options.
            2. Request Type - Enter the name of the request type in the given field

            Raise Purchase Requisition

             The purchase requisition is present under the Help desk section on the navigation menu as well as on the dashboard. This form given below will open:
            Purchase Requisition Form
            To create a new purchase requisition in this section, the user is required to enter the following details:
            1. Request Types 
              1. Depending upon the selected Request Type, the request tab will open up. The request types added by the users will be displayed on the click of this field.
              2. To create a request type, the user requires selecting the Request Type, under the Application Settings section.
            2. Requested On Date – The date on which the PR is created, set as the current date in the system. A PR can be only be proposed for the current date and future date.
            3. Required Date –The date on which the requisite is required, to be chosen from the calendar in the given field, is the required date. The selected date should be the current date or a future date.
            4. Location 
              1. The user requires choosing a location for which PR will be generated. It’s a single select drop-down option. 
              2. The Locations page under the Application Settings section, in the navigation menu, is used for adding locations within the application that will bind on any of the pages/forms.
            5. Department
              1. Users may or may not specify the department for PR requests. Select a department from single select drop-down options.
              2. Departments can be created in the Departments under the Application Settings section present in the navigation menu. 
            6. Requested By
              1. The user who has raised the PR will be present in this field.
              2. The user can also select the "Reported by" user from the drop-down on click of this field. To add users, go the Manage Users page under the User Settings menu.
            7. Upload File – The user can upload files via browsing through this system.
            8. Description – Text field where the user can enter details of PR requests if required. 
            9. There are four types of requests: “For Asset,” “For Items,” “For Catalog” and For Free Text for Asset”. The user can raise multiple requests (types) by clicking on the +Add more button(s).
            1. For Asset 
              1. Select assets from the drop-down. The available stock and unit will be reflected in the given field for the selected asset
              2. Enter the required quantity
              3. Enter the average price
              4. Add a description for reference
            2. For Item
              1. Select item from the drop-down
              2. The available stock and unit will be reflected in the given field for the selected item
              3. Enter the required quantity
              4. Enter the average price
              5. Add a description for reference
            3. For Catalog
              1. Click on the Catalog field
              2. Select the Asset and Category from the drop-down in the Catalog pop-up (Remarks and Average price will be displayed for the selected Catalog)
              3. Enter the quantity required
            1. Free Text for Asset
              1. Free Text for Asset is used for raising purchase requests for those assets or items that are not added or cannot be included in the system.
              2. Click on the Free Text for Asset field.
              3. Enter the Name of the Asset in the field.
              4. Enter the quantity required.
              5. Enter the average price of the asset.
            Click on the Save button to complete the process.
            Purchase Requisition ListPurchase Requisition List
            All the generated PR requests will bind together and will be displayed in the grid. Status of the generated PRs will be displayed in the grid.
             
            1. Requisition No.

            The column displays the requisition number for the created PR. The PR# will be auto-generated.

            2. Request Type

            The request type selected while creating PR will be displayed in the next column.

            3. Requested On

            The created date of the PR will be shown.

            4. Required Date

            The date on which the commodity requested is required.

            5. Location

            PR is raised for the given location.

            6. Department

            Department name

            7. Status

            Status of Purchase Requisition:

            1. Pending - PR is pending for approval
            2. Approved - PR has been approved and a PO can be raised for the same.
            3. Completed - PO has been raised against the approved PR.


            Filters on the PR list

            1. Users can filter the PR generated based on:
              1. Request Type
              2. Location
              3. Requested by
              4. Status 
            2. Search PR directly by entering Requisition no. 
            3. Users can print the generated PR.
            4. Users can copy an existing PR and generate a new one.
            5. All the raised purchase requisitions can be exported to excel with complete details.
            6. Some other functionalities and features can be enabled for users:
              1. Users can make the department and description field mandatory or non-mandatory on the Purchase requisition page.
              2. The department field on the page can also be disabled or enabled as per user requirement.
              3. Any additional information can be captured by creating customs on the page. Users can add a custom field using the Custom Field page given under the Advanced Settings.


            Updated: 17 Dec 2019 12:51 PM
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