Purchase Request in Mouna-Mo ERP System

Used to create purchase request. After the purchase request has a status of Approved, it can be shared to the vendor.

In case the purchase request has a status of Draft or Rejected, the purchase request cannot be shared with the vendor

Create Purchase Request

• Step 1. Create approval process for Purchase request ( if necessary) at approval setting.
• Step 2. Navigate to the Purchase Request menu under the Purchase module from the left sidebar and click the New button.

OR

• From the Projects link, select the project for which you want to make a purchase request. Then, go to the Purchase tab (a dropdown menu) and select Purchase Request (i.e., Project Name —> Purchase —> Purchase Request).

• Step 3. In the Add new Purchase request page, fill the following details:

1. Enter the Purchase Request Name.
2. Select the Project.
3. You can create a purchase request from Sales Estimate or Sale invoice and available items or enter arbitrary names for undefined items.
   Sale estimate: get estimates with states Draft , Send , Expired. Accepted (except Declined).
   Sale invoices: Get all invoices except the one with Draft and Cancelled status.
4. Select the Currency.
5. Select the Department.
6. Select Requester.
7. Select Share to vendor: After purchase request is selected Approved⇒ vendor can see this purchase request in their portal.
8. Enter the Description.

• Step 4. Click Save button
• Step 5. Approve purchase request (if there is an approval process)

1. Select Purchase request as Not yet approved -> Click View
2. Click Send approval request ⇒ notify you to send approval request successfully. Approvers receive approval request notifications via email and web

1. Log in to the approver account -> click on the notification requesting approval -> Click the Approve button -> enter the content in the Reason field (if any) -> select Approve or Deny. ⇒ successful approval notification ⇒ Purchase Request creators get notified.

• Step 6. After purchase request status is Approved -> allow View PDF, Send Request Quotation email and Share PR to vendor

Send Request Quotation email

• Step 1. Select the approved Purchase Request -> Click 
• Step 2. In the Send a purchase request popup, fill the following details:

1. Select the contacts to send this purchase request
2. Check/uncheck Attach a Purchase Request PDF
3. Enter the Additional content

• Step 3. Click Send

Share Purchase Request to vendor

• Step 1. Select the approved Purchase Request -> Click 
• Step 2. In the Share purchase requests to vendors, select the vendor and click Share button

==> these vendors will see this Purchase request in their portal.

Purchase Request Detail

Contains Purchase Request information and related quotations.

• Step 1. Go to Purchase Request menu under Purchase module from the left sidebar
• Step 2. Select a purchase request and click View

Compare Quotation: show all quotes created from purchase request. Used to compare quotation of vendors.