Forum - Purchase request

Purchase request

9-17-19

Dear All,

Its required sometimes that one department send an internal purchase request for another department (Logistic, or head of the department or a project) to clarify his need for specific items, and after that the other party will process the purchase with the supplier if the internal request is approved,

Is the S.ERP system support initiating a purchase request before initiating a purchase order or purchase invoice,

Bests
Ahmed Gharaibeh

Omar Dottin

9-20-19

Hello! In the event that you would like to make a purchase request. You can Email an UnOK'd purchase order to another internal department. This UnOK'd Purchase order can act as a purchase request. You can apply standard text to this Email as well to make a default purchase request form. Hope this helps supports your workflow!

Thanks and Regards,
HW Support

Omar Dottin

9-20-19

You can also use the register in the Purchase Order module, named Purchase Quotation Requests. You can create this request record and then convert it into an actual purchase order when confirmed from the Create menu.

Thanks,
HW Support

9-20-19

Thanks Omar for your reply,

I think yes that they can be used as a purchase request,

But these 2 options requests to fill in the supplier name, and the department that generates the request may not know the supplier and he is sending the request for the logistic or the purchasing department to inform that we need these items,

So what is the options that can be used if person or the department dosnt know, or not responsible to assign a specific supplier? and he just wanted to inform them by the needs for the listed items

With the best regards
Ahmed Gharaibeh

Omar Dottin

9-21-19

Hey Ahmed, you can create a temporary supplier in your system to change before the purchase order is OK'd.

This can be incorporated in the procurement workflow.

When the purchase quotation request is created, you can select this temporary supplier to create the record, and then the responsible person for the purchase can change the supplier once confirmed.

After confirming, the purchase order can be Ok'd. Hope this helps.

Best,
HW Support

Swati D.

12-3-19

Hi Ahmed

Were you satisfied with the response? Can we close this request?

Swati
HW Support

Swati D.

12-3-19

Hi Ahmed

Were you satisfied with the response? Can we close this request?

Swati
HW Support

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