Request for service

• Click on Purchase Requisition List from the Homepage

                   

• Create New requisition

• Make sure the correct Location Code and Department code is selected by default.
• In the Purchase Requisition Subform, select Item as Type
• An item will be created for each category of service. Select the relevant item (Item codes will be shared by finance)
• Enter the details of the service in the description

                   

                   

• Select the Quantity
• Enter Estimated Price of the Service in Est. Unit Cost
• Click Process > Check Budget
• If budget validation is successful for all lines, Budget Check Success field will be YES in the PR header
        

• Click Request Approval > Send Approval Request
• First approval will go to the department head. After their approval the next approval request will go to Finance. When both approvals are completed, the status will change to Released