purchase module planned flow of the software # 001 = purchase requisition (pr) and pr approval
TRANSCRIPT
File # 001 Covers the first two cells of this flow chart
Purchase Requisition
P.R. Approval
Purchase Order
PO checking
PO ApprovalGate EntryQuantity
MRRQuality
Report ?
Excise taken ? Bill Passing Payment
This slide covers
PR is made by • Actual User, like
Production / Maintenance people
Indent Approval• By Plant Head
Logic
If the Indent is not approved,
Then, don’t waste time of Purchase Dept
Why should they check market,
Get rates, finalise a vendor
When that Indent is not approved ?
You can make Purchase Requisition at any stage we starting from Purchase & Procurement as you can see the second button in the right side list
As we click on ERP Common option a small POP-Up comes in front of you with some option as you see
Make Purchase Indent via use of this button
Example : Level 1 = BoardLevel 2 = which group =
HWC G/BHWC W/BLWC G/BLWC W/B
After selection of say HWC G/B, you can select exact paper size and GSM
Method 1 : Ladder TypeFirst select the Groups ( as shown here )Then subgroupThen, item
You can select the Item for PR here
Second option :
Free Google/Grid Search
With the help of escape button we can see all the Item on the screen, now select any 1
Fill the details like Item name Quantity, any remarks you want to give, desired date,
Shows the current stockPending Purchase requisitionsPending purchase ordersPress “SAVE”
Indent/Request Made
A lot of good information given in this print too – including previous vendor information
To process of your requirement concerned Head of Department needs to “approve” for that go to Approval Button in Purchase Module
Before approve you can check Item available in store, pending PR, PO and other records
You have the Choice to REFUSEIn that case, noting the reason for rejection is a “MUST”
Purchase Requisition is Made by actual user at the Plant
and Approved by Plant HeadThis is the Best Business Practice
Do you have a online System of “Purchase Requisitions” in your company ?
If not, please get this doneVery highly recommended.
Examples
1. Reduction in the manual work of Purchase Department.• No confusion of what is to be purchased. • Even the Raw Material grade, Qnty and Model number is clear• Just Select the P.R. and make the Purchase Order
2. Reduction in Mistakes• Cannot Purchase what is not required. • Answerability is with Production Dept too• / Wrong Material / wrong brand / wrong Product Specs.. Very clear
now
3. Transparent Information Flow• Production knows status of their Request • Approved or not ?• PO made or not ?• Material received or not ?• QC done or not ?• Goods available or not in stores ?
Print or not ?
1. Print or not ?• You can choose as per Your Choice• One Idea is = “Go Paper less”• Second idea is = Paper trail helps in followup and
action
2. Full page or Half ?• One Idea is = “Use A-4 rim, and Slice by half”
What if,
1. My Production people don’t know how to use computers ?• No problem• Ask the Receptionist madam to make on their behalf• But, let it remain “online”
2. I don’t have computers in Maintenance• No problem• They can come to a central computer for some minutes
and make their request, • The super benefit is that they can see the “current
stock in hand” automatically and also the lead time.• They can also see the alternatives available, and decide
whether they really need to buy ??