Purchase Requisitions

WAP Purchase Requisitions

When the Requests button is selected from the left hand menu bar the Requisition home page is displayed. The default display is the existing requests search page with quick links.

The new tabbed heading section helps to locate requests more easily. For example requests that have been created but not yet submitted (New), Submitted requests that have not yet been authorised (Submitted), approved orders not yet received (Approved) etc.

WAP Requests Home

From here you can:

Summary of the Purchase Requisition module

The Purchase Requisitions module of the WAP system is designed to allow users of the system to raise a purchase request.

The requests can be for text items or stock items (configurable per system if stock is not used) with many enhancements that complement the existing Sage Purchase Order Processing modules.

Each request raised by the user can be restricted by a number of parameters;

Sage Companies (assigned per user and can include both Sage 50 & 200 systems)
Approval Suppliers (covered later in the help file)
Nominal Codes that you users can select from.
Projects and Project Items that the users can select from.
Construct jobs that the user can select from.
Budgets:
- Nominal Budgets by nominal period.
- Project Budgets.
Delivery Address's per use per company
Invoice address's per use per company

Multi-Currency

The WAP purchase requests support full multi-currency relevant to the supplier selected. Both supplier and base currency are shown on the request footer.

Justification

The justification tab allows you to add notes to support the request. You can also attach (upload) copies of quotes, documents or spreadsheets. Multiple documents can be attached to each request.

Approved Suppliers (sage 200 only)

Approved suppliers can be enforced (system settings) on the users by first configuring a PRS customer and supplier analysis code in Sage 200.

Approved Supplier Settings 1

Once configured each Sage 200 supplier account can be configured to a specific PRS Analysis code. If you do not want the supplier to appear in the WAP purchase requisition supplier list do not select from the drop down list and leave the code blank.

Approved Supplier Settings 1a

Once configured an option in the settings can be turned on that then removes the 'All Suppliers' from the supplier drop down list in the WAP purchase requisition module.

With these options configured and a selection of the Vehicles supplier category the users are presented with only one supplier to choose from.

Approved Supplier Settings 2

Delivery and Invoicing

These can be set to default based on the user and Sage company being accessed by the user. Settings can restrict or allow the users to change these selections. The configuration of these is covered in the user settings section.

Sage Purchase Order Processing Analysis Codes (Sage 200 Only)

It is possible to configure the request to load data from Sage 200 into each analysis code held on the request delivery and invoicing tab. It is also possible to configure each analysis code to load information from the WAP system when creating the order in Sage 200, such as the final approver etc.

Software

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