Overview:

Procurement Lists are accessed via the blue ellipsis button next to the desired Job:

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Screen Guide:

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Procurement List

A. The Procurement List feature is available from the Purchasing menu; not the item within the Requisitions submenu.
B. As usual the list may be filtered by various criteria to locate the required list, and additional criteria used as required.
C. Click the [New Job Procurement List] button to display the detail screen to add a list, or the respective list Id to edit.

Procurement Detail – List tab

D. The Procurement List Detail has a header section and the Description and Job fields are required. The supplier field is optional and serves as the default for the lines.
E. Should the list be similar a pre-existing list then the lines may be copied.
F. The procurement items are specified in the grid, the Description and Activity being mandatory.
G. The lines that are ready for procurement must be marked as ‘Approved’, and this will make them available on the Procurement tab.

Procurement Detail – Procurement tab

H. To prepare the procurement items we specify the Work Centre (

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Overview:

if known), and the respective This Quantity and Value; and [Save]. To close off a line if no further procurement of the item are required, the Complete flag may be ticked.
I. Once the values are specified for This Quantity and Value we can select whether to procure via the Purchase Requisition or Purchase Order process. The options available are configured via the 'Procurement uses PR' and 'Procurement uses PO' permissions. As the purchase is processed, the relevant values for Requisition and Ordered will display.
J. The value in the Requisition or Ordered columns becomes the link to the PR List and PO List respectively, filtering for the documents including the specific procurement line. The standard option to open in a new tab is available from this link.

Procurement Detail – History tab

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•  The History tab lists all PRs and POs created from this Procurement List.
•  This can be filtered to find a specific document as per usual.
•  To see PRs and POs for a specific procurement line item, use the link from the Procurement tab PR or PO value respectively.

Notes

• Procurement tab support two grid views:
  • ProcurementDetailList is intended for the main office with full width grid
  • ProcurementDetailFieldList is intended for a field based view with fewer grid columns

   The respective grid setting is assigned to individual using the Procurement Layout setting that defines the global grid and (possibly different) individual grids

• Bulk purchasing of purchase requisitions may be processed using the existing ‘Bulk Lines Procurement’ screen under the Purchasing – Requisitions submenu.

• The permission ‘Procurement Lists’ will display an entry on the Job ellipsis.

Next Steps: