1. Go to “Procurement” on the menu bar, then select “Orders” and then “Quick Procurement”.

2. Click the “Clear” button if you want to see all open Procurement Requests.

Assign Supplier – use this if there is no supplier for the item or an item is under the wrong supplier

1. Checkmark the item that needs to be changed.

2. Click “Assign Supplier”.

3. Search for the Supplier and double click on it.

Assign Buyer – use this if there is no buyer for the item or an item is under the wrong buyer.

1. Checkmark the item that needs to be changed.

2. Click “Assign Buyer”.

3. Search for the buyer and double click on it.

Push to Purchase Order

1. Select the items that you want to push to a PO by clicking on the check box next to the item.

2. Click “PO for Selection”.

3. Select your Require Date. This will be the date you need the product delivered.

4. Click the “Complete” button. 

5. On the Process & Finalize screen, click “View Document” to access the PO.

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.

New Attachment

1. Click the “Attachment” tab.

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

3. Click on “Add”.

Copy PR Attachment to PO

1. Click the “Attachment” tab.

2. In the Add Attachment From Reference Docs field, select the document.

3. Click “Copy to PO”.

New Comments and Remarks

1. Quick Notes: in the quick notes field, key in your comments. Buyer has the option to add or remove notes to the PO.

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”.)

Copying Comments and Remarks from PR

1. Click on the “Reference Document” tab.

2. Select the document that has the Comment/Remark.

3. Click on either “Quick Notes”, “Internal Remarks”, or “External Remarks”.

4. The Comments/Remarks will come up, then click on “Copy to Internal Remarks” or “Copy to External Remarks”.

Reset Pricing – will reset all prices to the current Bid Prices.

1. Click “Reset Pricing”.

Line Defaults – if any changes are made to the header, Line Defaults will allow you to make the changes to all the items.

1. Click “Line Defaults”.

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

1.Click “Update” on the purchase order.

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. Make sure “Email Supplier” is checked with Suppliers email address filled out so it will be emailed to the Supplier.

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