Help Documentation K&S Purchase Requisition · Help Documentation opyright 2020. Knowledge &...

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Copyright 2020. Knowledge & Strategy Information Co., Ltd. All rights reserved.

K&S Purchase Requisition

Knowledge & Strategy Information Co., Ltd.

10F., No. 51, Dongxing Rd., Xinyi Dist., Taipei 11070, Taiwan

TEL: (886) 2-87683791

FAX: (886) 2-87683101 ~ 2

https://www.ksinform.com/

Customer Support: https://www.ksinform.com/contact

https://www.ksinform.com/

https://www.ksinform.com/contact

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** Permission Sets: K&S ADV.PERMISSION, K&S PR

---- Setup ----

1. Enable Profile “Purchase Agent”

2. Purchase & Payable Setup

3. User Setup

4. Vendor Card

---- Purchase Requisition process ----

5. Purchase Requisition

6. Requisition Assignment

7. PR Worksheet

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Enable Profile “Purchase Agent”

1-1. By clicking to enter “profile” on the search bar to search the function “Profiles (Roles)” and

click it to open the Profiles page.

1-2. Click “PURCHASING AGENT” on the list and open the Profile Page.

Switch “Enabled” Field to enable the “Purchasing Agent”.

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Purchase & Payable Setup

2-1. By clicking to enter “purchase &” on the search bar to search the function “Purchases &

Payable Setup” and click it to open the page.

2-2. Click “New” on Look up page in the Purchase Requisition Nos. field.

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2-3. New No. Series for Purchase Requisition Document.

For my scenario, please enter following information:

➢ Code: PR

➢ Description: Purchase Requisition

➢ Default Nos.: Yes

Click “Navigate>> Lines” to open the No. Series Lines Page.

Enter Starting No. and Ending No.

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2-4. Make Sure the Purchase Requisition Nos. field on PURCHASES & PAYABLES SETUP is filled with

“PR”.

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User Setup

3-1. By clicking to enter “user setup” on the search bar to search the function “User Setup” and

click it to open the page.

3-2. New USER SETUP.


➢ User ID: Please pick the user who is testing (Yourself).

➢ Salespers./Purch. Code: “AH” (Please pick one Salesperson/Purchaser)

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Vendor Card

4-1. Open Vendor No. “10000” on Vendor CARD.

Fill in “BD” in the Purchaser Code field. (or the other Purchaser Code from Salesperson/Purchaser

List)

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Purchase Requisition

5-1. Change Role Center to “K&S Daily Operation Role Center”.

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5-2. On K&S Daily Operation Role Center, click “New Purchase Requisition” button to create a

Purchase Requisition.

5-3. Employee as Vendor No.: 10000 (Pick from the Vendor List)

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5-4. Fill in Purchase Requisition Lines

◼ Type: Item

◼ No.: 1896-S

◼ Quantity: 10

◼ Unit of Measure Code: PCS

◼ Direct Unit Cost Excl. VAT: 500

◼ Vendor No.: default from Item you picked.

You can leave it in empty now if the item you pick does not default

Vendor information.

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5-5. Fill in Purchase Requisition Lines

◼ Type: Item

◼ No.: 1900-S

◼ Quantity: 10

◼ Unit of Measure Code: PCS

◼ Direct Unit Cost Excl. VAT: 200

◼ Vendor No.: default from Item you picked.

You can leave it in empty now if the item you pick does not default

Vendor information.

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5-6. Click “Release” Button to release the Purchase Requisition document.

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Requisition Assignment

6-1. Change Role Center to “Purchasing Agent”.

6-2. Click Cube “REQUISITION LINES OPEN TO ASSIGN”

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6-3. Assign purchaser to be responsible for purchase process.


◼ Purchaser Code: AH

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PR Worksheet

7-1. Click Cube “REQUISITION LINES ASSIGNED”.

7-2. Vendor No.: Make sure your requisition lines have been assigned “Vendor”.

If not, please pick the Vendor which you want to purchase goods from.

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7-3. Select More

7-4. Select all the lines to create Purchase Order.

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7-5. Go to TRANSFERRED PRS to open the Purchase Requisition which have been created to Purchase

Quotations or Purchase Orders.

Help Documentation K&S Purchase Requisition · Help Documentation opyright 2020. Knowledge &...

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