Purchases, Vouchers, & Inventories - Purchase Requisitions

Welcome to Citicon Payroll and Accounting Systems - Purchase Requisitions module. This module is designed to streamline and manage the internal requests for goods and services, ensuring proper authorization and systematic procurement processes. Purchase Requisition is an internal document used within an organization to request the purchase of goods or services. Essentially, it's a formal request from an employee or department to the purchasing department, initiating the procurement process. It details the items or services needed, their quantities, and the reason for the purchase.

Key Purposes

Streamlined Request & Procurement Initiation: Provides a standardized and documented method for employees to request goods/services, serving as the formal starting point for the procurement process with clear communication.
Robust Financial Control & Authorization: nables effective budget management, ensures all requests receive necessary approvals from relevant authorities, and prevents unauthorized expenditures.
Comprehensive Audit Trail & Compliance: Creates a detailed and traceable record of all purchase requests, which is essential for financial auditing, regulatory compliance, and accountability.
Optimized Inventory & Resource Management: EAids in maintaining accurate inventory levels by tracking specific needs and facilitates better planning for resource acquisition.
Enhanced Operational Efficiency & Accuracy: Standardizes and streamlines the overall purchasing process, reducing errors and enabling accurate record-keeping through document comparison.

Purchase Requisitions Module User-Manual

This section provides details, and set-by-step instructions to view, and access the Purchase Requisitions module.

Index Page

To access the Purchase Requisitions. Go to Accounting, select Purchases, Vouchers & Inventories, then select Purchase Requisitions.

a. Adjust the paging, ordering, and sorting of the entries here.
b. Select the respective button to either Add or Approve entries.
c. Search for specific entry details using the search bar.
d. View, or Export an entry by selecting this button.
e. Select this button to Duplicate entries.
f. Select this button to Compare PRs and POs.

Add Entry

Select the Add button to add a new entry.
Input the necessary details for your new entry.
All fields that has an asterisk (*) are required to be filled up.
Select the Save button to save your new entry.

Duplicate Entry

Select this button to duplicate a transaction.
Input the necessary details for your duplicated transaction.
All fields that has an asterisk (*) are required to be filled up.
Select the Save button to save your new transaction.

Show Entry

Select the folder button to view an entry.
Here you can view more specific details on the entry that you selected.
Select this button to Export the entry in PDF.

Update Entry

Select the folder button of the entry which you want to edit.
Only entries that haven't been submitted may be updated/edited.
Select the Edit button to update the details of the entry.
Select a detail section which you want to edit, and enter the necessary changes.
All fields with an asterisk (*) are required to be filled up.
Select the Save button to save the changes you have made.

Submit Entry

Select the Batch Approvals button to submit an entry.
Select the For Submission tab.
Select the entry that you want to submit.
Select the Submit button to submit the entry. In cases where you want to delete a entry, select the entry you want to delete, then select the Delete button. To view the details of an individual entry, select the folder button and from here, you may either Edit, Delete, Submit, or Cancel the entry.

Check Entry

Select the Batch Approvals button to check an entry.
Select the For Checking tab.
Select the entry that you want to be checked.
Select the Check button to check the entry. In cases where you want to return a entry, select the entry you want to return, then select the Return button. To view the details of an individual entry, select the folder button and from here, you may either Return, Check, or Cancel the entry.

Approve Entry

Select the Batch Approvals button to approve a entry.
Select the For Approval tab.
Select the entry that you want to approve.
Select the Approve button to approve the entry. In cases where you want to return a entry to submission section, select the entry you want to return, then select the Return button. To view the details of an individual entry, select the folder button and from here, you may either Return, Approve, or Cancel the entry.

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