Linking requisitions to purchase orders

In Pastel Evolution Versions 5 and 6, the purchasing of inventory items is made easy by the program’s automatic workflow. The first step for someone wanting to purchase an inventory item is to generate a requisition for approval by members with relevant authorisation. This requisition is posted as an incident containing details of the stock being ordered and then sent to someone with the relevant authority to approve it.

The user who actions the incident has the authority to Approve or Reject the requisition. Once the requisition has been approved, the relevant agent is now able to link the Requisition to a Purchase Order.

To do this:

• Select Procurement | Transactions | Requisition to Purchase Order.
• Open the relevant requisition by using any of the search criteria fields and then click on the View button to display    the transactions.
• Select the requisition items you wish to include in a Purchase Order by ticking the box in the Select column.
• Click on Process to process the Purchase Order.

• A Place Orders screen will be displayed, click on the option to Place Orders & Close.

• The system would prompt the user to confirm the order.

• If  Yes is selected, the system will confirm that the order has been placed successfully.
• Open a new Purchase Order document and click on Open.
• Select the Transaction Date of the relevant Purchase Order to be linked and click on Find.
• This will display a list of all unprocessed Purchase Orders for that Supplier.

• Select the specific Purchase Order and double click on it to display it.
• You may select either to Save, Receive Stock or Process Invoice depending on the stage of the transaction.