Office Culture > Purchase
Purchase Requisition (PR) Approval Setup
Posted by i3Teamworks Team on 31 Jan 2018 10:04pm

Before requesting the PR for approval, you are encouraged to do basic setting as below.

1. Establish the PR Category under the setting


2. Allow specific staff to access the Purchase Requisition module. Simply tick the Name and click Save button


3. Define your organization’s approval stage. You may set a General Rules or Specific Rules
A) General Setting


B) Specific Setting - Specific setting only applicable by a requester. This setting will override General Rules for selected Requester


4. Set the PR Naming format: [Prefix][Sequence Number]


5. Setup the Currency Conversion Rate for PR calculation process. Please take note the previous PR currency conversion rate will not impacted by the new changes made under the setting from time to time.