IHSAN (Pakistan)
von IHSAN ULLAHThis is a step-by-step guide on how to use the requisition feature within the procurement module in SUPY. The requisition section in SUPY allows users to request items needed for their location. These requests go through an approval process before being converted into supplier orders. To begin, simply click on the procurement module on the left side of your screen and then click on requisitions. Under the requisition feature, you'll find three key options. Place requisition. The page to submit new item requests.
Review Requisition. This is where you can approve, process, or discard requested orders. Requisition History. To view past requisition records for tracking and reference. Placing a requisition will allow you to request items based only on the items category. Simply select a category, then use the search bar in the top right to find a specific item then enter the desired quantity and add it to your request. Once done, click Add to Basket to save your selection.
This allows you to switch to another category and request additional items as needed. Here, I'm adding requests for the dairy, fruits and vegetables, and meat categories. Once you've completed your requisition order, click View Basket to review all the requested items. From here, you can adjust quantities, remove unnecessary items, add notes or comments, and modify the delivery date. The expected delivery date will serve as the reference for all requisitions placed, and it will group them together based on the chosen date.
Finally, click Place Requisition to finalize and submit your request. The Review Requisition section in SUPI helps you manage all submitted requisitions efficiently. It is divided into four key pages. Pending contains requisitions that are waiting for review and approval. Approved lists requisitions that have been reviewed and approved but have not yet been processed into supplier orders. This step is useful for teams with multiple approval levels. Processed includes requisitions that have been converted into supplier orders.
These can either be in draft status, still editable, or submitted, sent to the supplier. Discarded, displays requisitions that were rejected and will not be processed. To approve a requisition, simply click on the request to view its details. Here, you can modify the delivery date, as well as review and adjust the requested items if needed. At the bottom, you will see the suppliers used including the totals, and two buttons on the right. First is approve, this moves the requisition to the approve tab for further review.
Next is approve and process. This gives additional options to either draft as a supplier order, which allows further modifications before finalizing the order, or submit as a supplier order, which will directly send the order to the supplier for processing. This flexible approval system ensures better control over requisitions, allowing adjustments before supplier orders are finalized. Once a requisition is processed, it is converted into a supplier order. You can find this under the procurement module, supplier orders section.
Here, you can track all supplier orders, whether they are still in draft status or have already been submitted to suppliers. The requisition history section allows you to track and review all past requisitions. This provides a clear record of previously requested items, ensuring transparency and easy reference. Click on any requisition to see the full details of the request, including item quantities, delivery dates, and any notes added. Use this section to verify past orders, track approvals, and ensure proper procurement records are maintained. The requisition history section allows you to track and review all past requisitions. This provides a clear record of previously requested items, ensuring transparency and easy reference. Click on any requisition to see the full details of the request, including item quantities, delivery dates, and any notes added. Use this section to verify past orders, track approvals, and ensure proper procurement records are maintained. By utilizing requisition history, you can effectively monitor all past inventory requests, helping with better stock management and procurement planning.
