Difference between revisions of "Update & Allocation (Post-Purchase)"
Jump to navigation
Jump to search
Gcpc request (talk | contribs) |
Gcpc request (talk | contribs) |
||
| Line 3: | Line 3: | ||
[[File:AllocationPurchaseList.png|700px]] | [[File:AllocationPurchaseList.png|700px]] | ||
| − | '''1. Allocation Detail''': Purchase list allocation detail | + | '''1. Allocation Detail''': Purchase list allocation detail can entered in the Purchase Detail Window. To open the Purchase Detail Window click the Edit button. |
'''2. PDF Forms''': A PDF micro purchase form is available for all purchased records. This provides a 1 page detail that can be printed, if necessary. | '''2. PDF Forms''': A PDF micro purchase form is available for all purchased records. This provides a 1 page detail that can be printed, if necessary. | ||
| Line 9: | Line 9: | ||
[[File:MicroPurchase.png|250px]] | [[File:MicroPurchase.png|250px]] | ||
| − | '''3. | + | '''3. Allocation Details''': Allocation Details and Charge Date must be entered in the Purchase Detail Window before the Update activity will be allowed to complete. |
| + | |||
| + | '''4. Update/Cancel''': Use the Update button to save the Allocation Details, close the Purchase Details window and return to the Purchase list. | ||
[[File:AllocutionPurchaseDetails.PNG|550px]] | [[File:AllocutionPurchaseDetails.PNG|550px]] | ||
| − | ''' | + | '''5. Completion Actions''': |
* ''Submit'' – Progresses requests to next activity. | * ''Submit'' – Progresses requests to next activity. | ||
* ''Cancel'' – Terminates the request and archives details. | * ''Cancel'' – Terminates the request and archives details. | ||
Latest revision as of 22:59, 10 April 2019
Buyer updates purchase details based on receipt, charge details, etc.
Update & Allocation
1. Allocation Detail: Purchase list allocation detail can entered in the Purchase Detail Window. To open the Purchase Detail Window click the Edit button.
2. PDF Forms: A PDF micro purchase form is available for all purchased records. This provides a 1 page detail that can be printed, if necessary.
3. Allocation Details: Allocation Details and Charge Date must be entered in the Purchase Detail Window before the Update activity will be allowed to complete.
4. Update/Cancel: Use the Update button to save the Allocation Details, close the Purchase Details window and return to the Purchase list.
5. Completion Actions:
- Submit – Progresses requests to next activity.
- Cancel – Terminates the request and archives details.