Purchase Requisition Applet & Purchase Order Workflow in BigLedger (Step-by-Step Guide)

Описание: In this video, we explain how to use the Purchase Requisition Applet in BigLedger and how it connects to the Purchase Order (PO) process.

If your company requires a Purchase Requisition before creating a Purchase Order, configuration must first be enabled under the company organization settings.

This tutorial covers:

✔️ Enabling Purchase Requisition to Purchase Order configuration
✔️ Navigating the Purchase Requisition Applet
✔️ Creating a new Purchase Requisition
✔️ Mandatory fields and document tabs
✔️ Selecting or creating a new supplier
✔️ Adding line items
✔️ Understanding Draft vs Final status
✔️ When you can void a document
✔️ Approval screen overview
✔️ Converting Purchase Requisition to Purchase Order
✔️ Document link relationship (PR → PO)

You will also learn:

• Difference between document level and line item level
• How document numbers are generated after Final status
• How workflow configuration affects PR to PO conversion

If your company requires Purchase Requisition approval before issuing Purchase Orders, please ensure proper configuration is done before using this workflow.

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⏱️ Timestamps
0:00 Introduction
0:07 Configuration
0:24 Applet View
0:39 Create PR
1:21 Main Details
1:57 Supplier
3:11 Line Items
3:58 Doc Link
4:33 Draft Status
5:14 Final Status
6:09 Void Rules
6:36 Line Item Menu
7:01 Approval
7:56 Convert to PO
8:27 Workflow Setup
9:12 Summary