Purchase Requisitions can be submitted by either converting directly from one or more Request forms, or by direct creation at the ‘My Requisitions’ page
For Purchase Requisition with no prior Request form, follow the steps below to create and submit the Purchase Requisition
Select Form Type and click ‘Next’
There are a few main sections in the form
1. Main Information
This section relates to the requestor & submitter’s details.
The submitter’s name, email & contact number would be auto-filled. However, if you are submitting on behalf of another person, you can select their name at the ‘Requestor’ section.
Delivery & Billing Address will be pre-filled to your Default addresses, but, you may change to any other entities and addresses assigned to you.
Internal comments inputted would be seen by your approvers and others with access to the ADAM PR Details page
2. Vendor Information
At this section, search or input the name of the Vendor you are raising this Requisition for
3. Items/ Products Information
This section relates to the item that you would like to submit. Depending on the form setup, you can either input the item via
a. Free Form Text
Type to fill in the information accordingly.
b. Searchable Catalogue Products
If your company has enabled searchable Catalogue Products for the form, you may type in items/products name to search for items/ products assigned to you. Click to add the into the field
c Full Catalogue Display
If your company has enabled Catalogue Products for the form, you may click to list all items/products in the catalogue.
Based on your company’s settings, you may also be required to input GL Codes, Vendor Prices & other dimensions related to individual items.
If the ‘Next’ button is greyed out, please recheck your form to ensure all compulsory fields are filled.
Review and confirm all information is correct before submitting.
Upon submission, you will receive an email confirming that your submission is successful and submitted for approval
To create a Purchase Requisition from an existing Request
This will allow you to access all submitted requests.
At this page, filter and search for the relevant Requests and click ‘Create PR’
OR
You can also create Purchase Requisition from specific products by viewing the Requests details, selecting the relevant product, and clicking ‘Create PR’
The Request details will be pre-filled in the Purchase Requisition form. Complete the form as per the section above
This will allow you to access all submitted requests.
At this page, filter and search for the relevant Requests
Select the relevant ‘Approved’ Requests to consolidate and click ‘Consolidate’
Select the items to consolidate and proceed with submitting the Purchase Requisitions form as per the section above
This section will run-through how you can act on your submitted requisitions
You will be redirected to a page where it shows a list of requisitions that you or your organisation have submitted
This section will run-through how you can view your submitted requisitions
You will be redirected to submitted request detail page
Form status definition :
This section will run-through how to copy your submitted requisition form
Confirm to replace any existing draft with the new Copy Purchase Requisition
By default all details will be copied and pre-filled in your drafted form
If there are compulsory fields that are not pre-filled, you will still be required to fill in the additional details
This section will run-through how to cancel your submissions
Click on the ‘OK’ to confirm your cancellation
If you wish to edit and resubmit your submission, please refer to ‘Copy PR Forms’ above
This section will run-through how you can act on your submitted request form
You will be redirected to a page where it shows a list of requests that you or your organisation have submitted.
Use the search bar to identify specific submissions. You may refer to the placeholder text within the search bar. You may also filter submissions by using the “Filter” button.
This section will run-through how you can view your submitted request form.
You will be redirected to submitted request detail page
Requests Form status definition :
This section will run-through how to copy your submitted request form.
By default all details will be copied and pre-filled in your drafted form. If there are compulsory fields that are not pre-filled, you will still be required to fill in the additional details.
This section will run-through how to cancel your submissions.
Click on the ‘OK’ to confirm your cancellation
If you wish to edit and resubmit your Request, please refer to ‘Copy Requests Form’ above.
This section will run-through how to remind the approver(s) to approve or review your form
This action will resend the approval email to the approver for their action.
To view the approval flow for your submitted request, click ‘Approval Status’ in the purchase requisition detail page