Prerequisites
Access to ProcureDesk with the necessary permissions to create a requisition.
Relevant information for the items you need to request (e.g., item details, catalog access).
Make sure you are on the "standard" side of the ProcureDesk.
Step-by-Step Instructions
Initiate a Request:
To create a request for purchase, click on the "Request" button on the left Menu.
2. Start a New Request:
Then click on the "New Request" button.
Read here: How to create a Request from a Quote?
3. Enter Header Details:
Fill in the required header details for your requisition.
(e.g., Requisition Type, Description).
4. Add Line Item Details:
You can add items to your requisition in one of the following ways:
Internal Catalog - Click on the internal catalog to add the desired product to your request.
Punch-out Catalog - Click on the supplier button, go to their website, and then add the product.
Or manually enter the line item details.
5. Review Workflow:
The system will automatically determine if a workflow is required that you can see on the right side of the screen.
6. Save as a Draft or Submit for Approval:
Select "Save as Draft" so you can finish it later.
OR
Click on the "Send for Approval" button to submit your requisition for approval.
You will notice that the status of the request has been changed to "Pending Approval".
FAQs and Troubleshooting
Q: What if I don't see the "Request" button?
A: Ensure that you are on the standard side of the ProcureDesk and have the necessary permissions assigned by your administrator.
Q: How do I know if my requisition was successfully submitted for approval?
A: You will receive a notification confirming the submission. Additionally, you can check the status in your requisition history.
Q: What should I do if a supplier is not available in the internal or punch-out catalog?
A: You can manually enter the line item details. Ensure you have the correct item specifications to avoid any discrepancies.
Q: What happens if I am unable to submit the request?
A: If you see a message that the workflow is not configured, get in touch with your company administrator or ProcureDesk for support.