Vendor Requisition is the first drop-down in the Data Entry - Purchases Menu. This provides the SapphireOne user with access to Sapphire where you can make requisition for goods for internal purposes only. These are then processed by the authorised person.
A User can make a requisition for the products or services they require from a supplier. Each requisition can have entries for products that are supplied by different suppliers. Orders to be placed on suppliers can be consolidated therefore minimising freight costs and double ups.
An employee with the appropriate authority (eg. Purchasing Officer), should be set up to be in charge of approving requisitions within the system. They should also ensure Inventory items are linked to their appropriate Vendor ID and have the correct cost prices within the SapphireOne application.
This area is used to display extra information about the current entry. It should be pointed out that you may only view information here and not alter it.
Click on the Information Tabs to select the details you would like displayed. The Information Tabs change automatically for the different transactions being viewed.
Denotes fields that are automatically populated when other information is entered.Transaction Lines:
This section contains 2 data entry lines, 7 customisable fields and a transaction summary area.Data entry lines consist of:
As you enter a transaction, a summary of the transaction appears in a single line. You can view or modify a line by selecting it, then proceed to view or modify in the data entry area above.
The information bar along the bottom provides for easy checking of the critical details of a transaction.
The transaction can be saved by-
• Clicking on the green tick.
• Clicking on the blue arrow.
• Hitting the ENTER key on the keypad.
How to name the respective Tag headings:
A requisition can be created for parts needed to build an item. The system recognises a built item and creates a RVI for the inventory items within it.
This is where you can include additional information on the Requisition in the related fields: Text Details, Instructions, Footer details and Order Message.
This page displays more text details, due date, delivery instructions and PAYG details.
There is a available enabling you to quickly view and alter all actions currently in the system. This may be found under the Inquiries Pallet on the main toolbar.
It has been placed there as it is quickly available from all areas in the program. Items from the pallet menu open in addition to the function you already have opened. The Inquiries Icon for the Pallet may be seen to the right.
In SapphireOne Utilities mode, Workflow rules can be set-up that require approvals from certain users or groups. This ensures consistency and control of processes throughout your company with clearly defined, system-guided processes.
Users those are allowed to approve work flow actions there will be icon displayed at the right-hand end of the tool bar as seen in this screenshot to the right. When they click on this icon the system will display a pop up with the message as seen below which will indicate how many work flow transactions that there are requiring their attention for processing.
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