1.Go to “Procurement” on the menu bar, then select “Smart Request” and then “Create from Guide”.

Procurement→Smart Requests→Create From Guide

2. Also accessed through Procurement→Requests→Request from Guide.

2.1. On the Create Request from an Order Guide page, search and select the guide you would like to use.

2.2. Once the order guide is selected click on “Create from Order Guide”

3.1. Required Date – will automatically be set for next day delivery, if the date needs to be changed, make sure to do Line Defaults to update all line items on the Request.

3.2 Bill to Department - If the order guide is set for global use, the user can modify the billing department using the search glass icon. However, if the order guide is not set for global use, the billing department will remain as specified in the created order guide.

3.3 Process - select process once the required fields are completed.

4.1 Add quantities to the items that you wish to order, entering in quantities will automatically checkmark the items to be added to the request. (If you hit Enter on your keyboard it will automatically drop you down to the next line).

4.2. Once you have put in your quantities you must hit “Update”. This will save the order as well as fill in the extended amount column for each item.

Terms: use the line terms to add Tax, Freight, Discounts & Miscellaneous charges

Line Terms: is used when only one or more items (not all the items) needs a term added.

1. Checkmark the item and click “Line Terms”

2. Use the search icon to see all the terms.

3. Double click on the term that is to be added.

4. Depending on the type of term, you will have to add in the term amount.

5. Click “Update”.

6. The term has been added to the line. If the term needs to be deleted or edited, click on the appropriate button to make the changes.

7. Close the Terms box.

Global Terms: is used when all the items need a term added.

1. Click on “Global Terms”.

2. Repeat steps 2-7 from line terms.

Attachments: this is used to add any document to the PR. Usually a picture of the item or sales order sheet.

1. Click the “Attachment” tab.

2. Click on “Browse”, find the attachment that needs to be added.

3. Click on “Add”.

1. Quick Notes: are usually for the Approvers.

2. Remarks: is another form of communication. It gives you the option of Internal (For Purchasing and Receiving Team) and External (Suppliers) Remarks.

1. Click on “Remarks”.
2. Select either “Internal” or “External”, then key in your Remarks.
3. Click “Update” (NOTE: If you want to add both Internal and External Remarks, key in your remarks for Internal, click “Update”. Then select External, key in your remarks, click “Update”.)

Line Defaults: If you make changes to the information in the header or overrides, use "Line Defaults" to apply the changes to all items.

1.Click on “Line Defaults”.

2. Check the fields that need to be updated and click Ok.

NOTE: Deleting lines while creating a PR from an order guide will remove the item from the PR, but it will not remove the item from the order guide in which it was selected.

1. Select the item(s) that need to be deleted →Click “Delete Lines” →OK.

1.Click “Update” on the request entry. 

2. Click on the “Process and Finalize” button.

3. Once you are in the “Process and Finalize” screen, you have the option of printing or emailing the request to yourself as well as to others.

4. To finish click on the “Finalize” button.