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جامعة عجمان

Create Books purchase Requisitions

بواسطة Khadija Ahmedتاريخ النشر 6 سبتمبر 2023آخر تحديث 6 سبتمبر 20231 دقائق قراءة

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You can create a purchase requisitions for books, by following the below steps:

  1. Initiate new purchase requisitions by following the steps in "Create Purchase Requisitions" article.
  2. Once you click on “New”, the below page will be displayed where you need to add the below details:
  • Name: Type the name of the new PR.
  • Department: Represents the name of your office/College.
  • Purpose: Select “for Department”.
  • Requisitions Type: Select Books.
    Once done, click on “OK”.
    Screenshot: Create Books purchase Requisitions, step 1

Note:

  • Books details must be filled either by requesters or by procurement office.
  1. Click on “+ Add Line”. This will create a blank row in the grid where you can enter the details for the new requisition line.
    Screenshot: Create Books purchase Requisitions, step 2

  2. Fill in the necessary information for the requisition such as: item number, requested quantity, unit price, Vendor Account, and other mandatory information that includes the book details like Book title, quantity, author, etc.
    Screenshot: Create Books purchase Requisitions, step 3

  3. Navigate to "Inventory Dimensions" under Line details, then select "AJMAN" from the site drop-down menu, then click on “Save”.
    Screenshot: Create Books purchase Requisitions, step 4

Note:

  • Books details must be filled either by requesters or by procurement office.
  1. Click on “Workflow”, then “Submit”.
    Screenshot: Create Books purchase Requisitions, step 5

  2. Make sure to type your name in the designated comment box, then proceed to select the “Submit” button.
    Screenshot: Create Books purchase Requisitions, step 6

Note:

  • The requisition will need to go through an approval workflow. The requisition will be sent to the appropriate approvers based on predefined rules and permissions.
  • The requestor has the option to modify the requisition post-submission by selecting the "Recall" button located in the Workflow tab. Please note, that recalls are permissible when the status is "In Review."

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المصدر الأصلي: https://it.ajman.ac.ae/docs/create-books-purchase-requisitions