Transaction ID (Purchase Requisition ID)

• This is a unique identifier that represents a transaction.
• This is a system generated field when a transaction is initially recorded.

Workflow Type

• DEFAULT is the default value on add mode.
• This is a required field and used to determine the business process of the transaction whether it requires approval or not.

Sales Order

• This is a required field for Trade Purchase Requisition. User can use magnifying glass to search for existing Sales Order ID or Customer with Created From/To

• If the user knows already the Sales Order ID, he can input it on the field and press the “Enter” key. If a blue hyperlink appears next to the magnifying glass icon, it indicates that the Sales Order ID entered is valid.
• The blue hyperlink next to the magnifying glass is the Sales Order information which allows users to easily navigate to the Sales Order page if he has access to view Sales Order Information.

Note
• Sales Order record must exist prior to creating a trade purchase requisition transaction.
• After selecting a Sales Order, the Customer, Product, and Quantity fields are automatically filled in based on the sales order information configuration.
• This field is only available in Trade Purchase Requisition record

Customer

• This is a read-only field and is already defaulted after selecting a sales order. This field is only available in Trade Purchase Requisition record.

Remarks

• This is an optional field with a maximum length of 1000 characters and is used externally to convey vital information.
• This field is visible in the printed document.

Notes

• This is an optional field with a maximum length of 1000 characters and is used internally to convey vital information.
• This field is not visible in the printed document.

Mode of Shipment

• This is an optional field and is utilized to specify how the product will be transported.
• User should only select from the provided list.

Date Needed

• This date field indicates the date on which the item is needed to be acquired.

Status

• This is a system generated field based on the selected workflow which indicates the specific phase / process of the transaction.

Sort Sequence Number

• This is a primary key used to sort the products in ascending order.
• In add mode, this is editable. This cannot be edited after it has been saved.

Product

• This is a required field. User can use magnifying glass to search for existing product.

• Product record must exist in Product Page prior creating purchase requisition.
• This field is used to identify what specific items / services that the customer purchases.
• If the user knows already the product code, he can input it on the field and press the “Enter” key. If a blue hyperlink appears next to the magnifying glass icon, it indicates that the product code entered is valid.

• The blue hyperlink next to the magnifying glass is the concatenated brand name, catalog number, product description and product code which allows users to easily navigate to the Product Page if he has access to view product Information.

Quantity

• This is a required field that allows number with two decimal places. It is used to indicate the number of products that a customer has purchased.

UOM (Unit of Measurement)

• This is a required field. User can use magnifying glass to search for existing purchase UOM.

• If the product has only one purchase UOM, this is automatically filled in by clicking the magnifying glass or by pressing the “enter” key in the field.
• Purchase UOM record must exist under the Purchase UOM tab in Product Page. When adding new purchase uom, navigate to Product Page under Purchase UOM tab.
• The blue hyperlink next to the magnifying glass is the purchase uom description which allows users to easily navigate to the Purchase UOM Page if he has access to view product Information.

Remarks

• This is an optional field with a maximum length of 1000 characters and is used externally to convey vital information about the specific item.
• This field is visible in the printed document.