Prerequisites
- Depending on the rights you have: The items or services must be referenced in CARL Source.
Procedure
Simple creation
- In the [Purchasing] module, select the [Purchase requests] function.
→ The list of purchase requests is displayed.
- Go to the add icon
.
→ The menu offers you various types of creation:
- User-originated creation: any PR not having one of the originations given below.
- Work order-originated creation: PR attributed to a work order,
- Inventory-originated creation: PR for reordering items,
- Select the desired type of creation.
→ The purchase request entry form is displayed; see Purchase request [General].
the add icon is accessible from all the forms of the [Purchase request] function.
Creation by duplication
Creation by duplication is possible for PRs.
- In the [Purchasing] module, select the [Purchase requests] function.
→ The list of purchase requests is displayed.
- If desired, select the [Criteria] tab, enter the search criteria and click the [Results] tab.
→ The PRs corresponding to your criteria are displayed.
- Check the PR to be duplicated and then select [Duplicate] in the menu of the add icon .
→ The PR detail form is opened for creation purposes. All the fields that can be initialized and the PR lines are initialized with the fields of the original PR, but they can be modified.
Automatic creation
If the user’s profile authorizes purchases to be created from work orders, PRs can be created automatically:
- when validating a work order; see Work order [Completed] [Supply],
- by launching a reorder.
Purchase lines
- Once the general information has been entered, go to the [Purchase lines] tab to enter the items and/or services in the request.
See Purchase request [Purchase lines].