Step-by-Step Guide to Creating a Purchase Requisition
Creating a Purchase Requisition (PR) in TFX Biz-Flow is a multi-step process that ensures procurement needs are met efficiently. Here's a step-by-step guide based on the provided screenshots:
Selecting a Vendor:
Upon clicking 'New Purchase Requisition', begin by choosing a recommended vendor from the list or add a new one.
Fill in the vendor's details: name, address, contact person, email, and phone number.
Entering Requester Information:
Input the requester's name and department.
Provide additional contact details to facilitate communication during the procurement process.
Listing Items and Services:
The requisition form separates items to be purchased by categories of expenditure for your to select: CAPEX, OPEX, FINISHED PRODUCTS FOR SALES, MATERIALS FOR MANUFACTURING AND MATERIALS FOR PROJECTS.
You may select items to be purchased from the drop down for items previously purchased and enter details of a new item. For items previously purchased, the last purchase price will appear in the estimated unit price box.
Enter details like quantity, estimated unit price, and total estimated cost.
If applicable, include tax details and the total price with tax.
Justification for Purchase:
Document the reason for the purchase, which could range from restocking to project-specific needs.
Include any relevant terms, conditions, or specifications, and upload supporting attachments if necessary.
Specifying Delivery Details:
Provide the delivery address and the expected date of delivery to ensure proper planning and coordination.
After filling out all sections, review the details for accuracy, then submit the PR for approval within the system. This process streamlines purchasing, ensuring transparency and adherence to budgetary constraints.
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