Asset Infinity | Help Center
            Knowledge Base Asset Infinity Help Center Purchase & Requisitions - Item & Assets Raising a Purchase Request

            Raising a Purchase Requisition

            ·       The purchase requisition form will open:

            1. Select the Request type and location from  the drop down, both the fields are mandatory.
            2. Select  the user name in the Requested by field and Requested Date from drop down. 
            3. The user can also mention the required date, add description and upload asset related files.
            4. There are four types of request: “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.
              1. For Asset - Select asset from the drop down > The available stock and unit will be reflected in the given field for the selected asset > Enter required quantity > Enter average price> Add description for reference > Select department from the drop down.
              2. For Item - Select item from the drop down > The available stock and unit will be reflected in the given field for the selected item> Enter required quantity > Enter average price> Add description for reference > Select department from the drop down.
              3. For Catalog – Click on the Catalog field > 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) > Enter the quantity required > Select the department from the drop down. The total price will be displayed in the form. Catalog and Quantity are mandatory field.
              4. Free Text for Asset – Click on the Free Text for Asset field > Enter the Name of the Asset in the field >Enter the quantity required > Enter the average price of the asset > Select the department from the drop down. The total price will be displayed in the form. Free Text for Asset is used for raising purchase request for those assets or items that are not added or cannot be included in the system.
            5. Click on the Save button to complete the process.


            User can create new purchase requisition orders in this section.  

            1. Request Types - All request types added by the users will be displayed.
            2. Requested On date- It is set as current date by the system. ·
            3. Required Date – Required date can be chosen from the calendar. No back date can be selected. ·
            4. Location - All locations uploaded on AI application will be displayed. It’s a single select drop-down option. User requires choosing a location for which PR is being generated.
            5. Department – User may or may not specify department for PR request. User can select from single select drop-down options. 
            6. Requested By - User who has raised the PR.
            7. Upload File – User can upload files.
            8. Description – Text field where user can enter details of PR request if required. 


            All PR request generated will bind together and will be displayed in the grid. Status of the PR generated will be displayed in the grid. User can: · 

            1. Filter the PR generated based on:
              1. Request Type
              2. Location
              3. Requested by
              4. Status (Pending, Approved, Completed)
            2. Search PR directly by entering Requisition no. 
            3. User can print the PR generated.
            4. User can copy an existing PR and generate new one.
            5. All PR generated can be exported to excel with complete details.


            Updated: 11 Jul 2019 08:33 PM
            Helpful?  
            Help us to make this article better
            0 0