RDA Purchase Requests

The insertion of the Purchase Request in the system is the starting point of the approval flow for EIP documents.

Documents' approval can be carried out for Total Document or for Single line, depending on what was decided in RDA Setup, the document will have some differences in terms of compilation.

Single line Approval

Entering a Purchase Request for a not existing vendor

  1. In Search type Purchase Request then click on the first result
  2. On the page opened, which is Purchase requests' list entered by the user, click New
  3. Click New again
  4. The page opened is the Purchase Request document, on header check Vendor not existing flag
  5. Select the line then enter Requested Delivery Date
  6. Insert Competence Date useful for Budget's consumption
  7. Insert Type options are Item or Fixed Asset
  8. Enter the No. for which Item or Fixed Asset you intend to purchase
  9. Insert the dimension or dimensions provided for the approval tree you are part of
  10. The Description field is editable
  11. The Description 2 field is editable
  12. Insert the Quantity you intend to purchase
  13. if you know the price, you can insert it in the Price field or insert a guide price otherwise leave it blank
  14. You can insert a discount % in the Line Discount % field
  15. Send the Approval Request clicking on the Send Approval Request button

Entering a Purchase Request for an existing vendor

  1. In Search type Purchase Request then click on the first result
  2. On the page opened, which is Purchase requests' list entered by the user, click New
  3. Click New again
  4. The page opened is the Purchase Request document, enter in Vendor No. field the vendor to whom you intend to make the purchase request
  5. Select the line then enter Requested Delivery Date
  6. Insert Competence Date useful for Budget's consumption
  7. Insert Type options are Item or Fixed Asset
  8. Enter the No. for which Item or Fixed Asset you intend to purchase
  9. Insert the dimension or dimensions provided for the approval tree you are part of
  10. The Description field is editable
  11. The Description 2 field is editable
  12. Insert the Quantity you intend to purchase
  13. if you know the price, you can insert it in the Price field or insert a guide price otherwise leave it blank
  14. You can insert a discount % in the Line Discount % field
  15. Send the Approval Request clicking on the Send Approval Request button

Entering a Purchase Request RDA Urgent

  1. In Search type Purchase Request then click on the first result
  2. On the page opened, which is Purchase requests' list entered by the user, click New
  3. Click New again
  4. The page opened is the Purchase Request document, enter in Vendor No. field the vendor to whom you intend to make the purchase request
  5. Check RDA Urgent flag
  6. Select the line then enter Requested Delivery Date
  7. Insert Competence Date useful for Budget's consumption
  8. Insert Type options are Item or Fixed Asset
  9. Enter the No. for which Item or Fixed Asset you intend to purchase
  10. Insert the dimension or dimensions provided for the approval tree you are part of
  11. The Description field is editable
  12. The Description 2 field is editable
  13. Insert the Quantity you intend to purchase
  14. if you know the price, you can insert it in the Price field or insert a guide price otherwise leave it blank
  15. You can insert a discount % in the Line Discount % field
  16. Send the Approval Request clicking on the Send Approval Request button