Purchase Request Entry & Approvals
To create a Purchase request you need to first log into Smart Fusion and then select the Purchasing option under the Accounting Module.
Once the Purchasing module load select "Process" from the menu and select "Enter/Edit Purchase Requisitions"
Select the "New" icon to start a new request
Complete the request by filling in the required information on each of the tabs.
Department Heads and Reps will also see a "Cancel PO Req" button on their interface. If a request has been completed in error or needs to be cancelled use this button.
(It can not be undone. It can not be recovered.)
To review or approve Purchase Requests, even one you just entered, select "Review/Approve PO Requisitions" from the Process menu.
You can search for specific request numbers or simply select "Search" to display all.
Select the Purchase Request you would like to review/approve and the details populate below. When you are ready to approve the request select the review button.
If successful you will see a popup alerting you that the request has either been marked as approved or a PO has been created (based on dollar amount of request).
information on Printing PO's can be found here. <link to article I have not written yet>