Difference between revisions of "Inventory requisition and purchase"

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(Screen Shots / Steps)
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== '''Functionality''' ==
 
== '''Functionality''' ==
-         Inventory admin can create the Indent for purchase of inventory item
+
* Inventory admin can create the Indent for purchase of inventory item
 
+
* In indent admin can add drafted item directly from the list available in draft.
-         In indent admin can add drafted item directly from the list available in draft.
+
* New product can be created from the admin on same UI.
 
+
* Admin can view the Indent Status (Accepted / Rejected­)
-         New product can be created from the admin on same UI.
 
 
 
-         Admin can view the Indent Status (Accepted / Rejected­)
 
  
 
== '''Screen Shots / Steps''' ==
 
== '''Screen Shots / Steps''' ==
 
'''Inventory Requisition and Purchase'''
 
'''Inventory Requisition and Purchase'''
 
+
* In process indent will be shown in '''In-Process Indent''' tab.
- In process indent will be shown in '''In-Process Indent''' tab.
 
 
 
 
[[File:Indent.png|border|center|frameless|900x900px]]
 
[[File:Indent.png|border|center|frameless|900x900px]]
  
 
'''Create New Indent'''
 
'''Create New Indent'''
 
+
* To create indent first select the base product from the drop down and click on '''create new indent''' button.
- To create indent first select the base product from the drop down and click on '''create new indent''' button.
+
* To Add product in the indent search the product name in searchable textbox and select the product from the list.
 
+
* Enter order Quantity and manufacturing company name for all selected product.
- To Add product in the indent search the product name in searchable textbox and select the product from the list.
+
* Enter expected delivery date and save the indent.
 
 
- Enter order Quantity and manufacturing company name for all selected product.
 
 
 
- Enter expected delivery date and save the indent.
 
 
 
 
[[File:Indent 1.png|border|center|frameless|900x900px]]
 
[[File:Indent 1.png|border|center|frameless|900x900px]]
 
'''Drafted Item'''
 
'''Drafted Item'''
 
+
* For purchase indent user have the provision to add product in the draft on Inventory Transaction UI.
- For purchase indent user have the provision to add product in the draft on Inventory Transaction UI.
+
* Already drafted product can be added in the purchase indent.
 
+
* To add drafted products click on '''add product from draft''' button.
- Already drafted product can be added in the purchase indent.
+
* Select the product which needs to be added in purchase indent and click on add button.
 
 
- To add drafted products click on '''add product from draft''' button.
 
 
 
- Select the product which needs to be added in purchase indent and click on add button.
 
 
[[File:Drafted Items.png|border|center|frameless|900x900px]]
 
[[File:Drafted Items.png|border|center|frameless|900x900px]]
  
 
'''Add new Product'''
 
'''Add new Product'''
 
+
* If any product is not configured in the system then user can directly add product from the same screen instead of going back to the Configuration » Product Add/Search/Edit.
- If any product is not configured in the system then user can directly add product from the same screen instead of going back to the Configuration » Product Add/Search/Edit.
+
* To add new product in to the system click on '''Add new product''' button.
 
+
* Fill all the required details and click on save button.  
- To add new product in to the system click on '''Add new product''' button.
 
 
 
- Fill all the required details and click on save button.  
 
 
 
 
[[File:Base product from purchase indent.png|border|center|frameless|900x900px]]
 
[[File:Base product from purchase indent.png|border|center|frameless|900x900px]]
  
 
'''Rejected Indent'''
 
'''Rejected Indent'''
 
+
* To check the rejected Indent list click on '''Rejected Indent''' tab.
- To check the rejected Indent list click on '''Rejected Indent''' tab.
 
 
 
 
[[File:Rejected Indent.png|border|center|frameless|900x900px]]
 
[[File:Rejected Indent.png|border|center|frameless|900x900px]]
 
+
* To check the reason of rejection and indent details click on the indent hyperlink.
- To check the reason of rejection and indent details click on the indent hyperlink.
 
 
 
 
[[File:Indent 123.png|border|center|frameless|900x900px]]
 
[[File:Indent 123.png|border|center|frameless|900x900px]]

Latest revision as of 15:12, 14 April 2020

purchase indent is an internal organizational request in the purchasing process to authorize the requisition of materials prior to initiating a purchase order.

Roles

Inventory Admin

Path

Purchase Requisitions » Inventory Requisition and Purchase

Functionality

  • Inventory admin can create the Indent for purchase of inventory item
  • In indent admin can add drafted item directly from the list available in draft.
  • New product can be created from the admin on same UI.
  • Admin can view the Indent Status (Accepted / Rejected­)

Screen Shots / Steps

Inventory Requisition and Purchase

  • In process indent will be shown in In-Process Indent tab.
Indent.png

Create New Indent

  • To create indent first select the base product from the drop down and click on create new indent button.
  • To Add product in the indent search the product name in searchable textbox and select the product from the list.
  • Enter order Quantity and manufacturing company name for all selected product.
  • Enter expected delivery date and save the indent.
Indent 1.png

Drafted Item

  • For purchase indent user have the provision to add product in the draft on Inventory Transaction UI.
  • Already drafted product can be added in the purchase indent.
  • To add drafted products click on add product from draft button.
  • Select the product which needs to be added in purchase indent and click on add button.
Drafted Items.png

Add new Product

  • If any product is not configured in the system then user can directly add product from the same screen instead of going back to the Configuration » Product Add/Search/Edit.
  • To add new product in to the system click on Add new product button.
  • Fill all the required details and click on save button.
Base product from purchase indent.png

Rejected Indent

  • To check the rejected Indent list click on Rejected Indent tab.
Rejected Indent.png
  • To check the reason of rejection and indent details click on the indent hyperlink.
Indent 123.png