Raising & Managing Purchase Requisitions

Raising & Managing Purchase Requisitions

Raising Purchase Requisitions

Menu > Help Desk > Purchase Requisition 

 

By processing a Purchase Requisition, appropriate controls can monitor the credibility of purchase as well as identify the relevance for a product or purchase within the system.  In Track Star EAM, users can raise detailed requisitions as per one's business needs. 

  

To create a new Purchase Requisition in this section, the user is required to enter the following details: 

 

FIELD NAMES 

DESCRIPTION 

MANDATORY 

VALIDATION 

Request Types 

Depending upon the selected Request Type, the request tab opens up.  

Yes 

The Request Types added by the users will be displayed on clicking this field. 

Requested On Date  

The date on which the PR is created, set as current date in the system.  

No 

By default, only current date is selected i.e. this is a disabled field 

Required Date  

The date on which requisition is required to be chosen from the calendar in the given field is the Required Date.  

No 

The selected date should be the current or a future date. 

Location  

The user chooses a location for which PR will be generated.  

Yes 

It’s a single select from Drop-down option.  

Department 

Users may or may not specify the Department for PR requests.  

No 

Select a Department from single select Drop- down options. 

Requested By 

The user who has raised the PR will be present in this field. 

Yes 

 

Upload File  

The user can upload files via browsing through the system. 

No 

User can upload multiple files. 

Description  

Text field where the user can enter details of PR requests, if required.  

No 

 

 

There are four types of requests: For Asset, For Items, For Catalog and for Free Text for Asset. The user can raise multiple requests (types) by clicking on +Add more button(s). 

 

For Asset  

 

  • Select assets from the Drop-down.  

  • The unit will reflect â€œEA” in the given field for the selected asset 

  • Enter the required Quantity 

  • Enter the Average Price 

  • Based on entered Quantity and Average Price, Total amount of request level is calculated 

  • Add a Description for reference 

  • Select the Department. 

 

For Item 

 

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