Difference between revisions of "Record a Purchase"

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(Created page with "Buyer records purchase details for approved item(s). == Purchase == '''1. Purchase Records''': List of purchases associated with this request. Click ‘Add’ to record a new...")
 
 
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Buyer records purchase details for approved item(s).
 
Buyer records purchase details for approved item(s).
  
== Purchase ==
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== Purchase List ==
 
'''1. Purchase Records''': List of purchases associated with this request. Click ‘Add’ to record a new purchase.
 
'''1. Purchase Records''': List of purchases associated with this request. Click ‘Add’ to record a new purchase.
  
 
[[File:PurchaseList.png|750px]]
 
[[File:PurchaseList.png|750px]]
  
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== Purchase Detail==
 
[[File:PurchaseDetail.png|400px]]
 
[[File:PurchaseDetail.png|400px]]
  
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'''8. Select an Routing Action and Confirm to Submit''':
 
'''8. Select an Routing Action and Confirm to Submit''':
* ''Submit – Progresses requests to next activity.
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* ''Submit'' – Progresses requests to next activity.
* ''Clarifications – Route the request to prior participants.
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* ''Clarifications'' – Route the request to prior participants.
* ''Cancel – Terminates the request and archives details.
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* ''Cancel'' – Terminates the request and archives details.

Latest revision as of 18:43, 21 December 2017

Buyer records purchase details for approved item(s).

Purchase List

1. Purchase Records: List of purchases associated with this request. Click ‘Add’ to record a new purchase.

PurchaseList.png

Purchase Detail

PurchaseDetail.png

2. Charge Details: Purchased date (date buy took place), Charged date (date card is charged) and Expected date (date of arrival).

3. Vendor/Merchant Details: Details on the vendor . Select via drop down wherever possible to avoid duplicate vendor details.

4. Allocation Details: Specify if the purchase has been allocated in your Card provider’s records and, if allocated, add an SDN. If Dispute exists, mark and provide an explanation.

5. Budget Association: If multiple budget sources apply, select the associated budget. Will default if only one source exists.

6. Item Association: When multiple purchases exist for a request, items must be associated with the correct purchase. Use the drop down to associate or remove associations.

7. Other Charges/Discounts: If discounts, tax, or shipping applies, enter those details to update the total cost.

8. Select an Routing Action and Confirm to Submit:

  • Submit – Progresses requests to next activity.
  • Clarifications – Route the request to prior participants.
  • Cancel – Terminates the request and archives details.