Purchase

Document generation for Task Recorder

Recorded by: Freelanc

Recorded date: 7/19/2023
Document created: 7/19/2023
Task notes:

Purchase......................................................................................................................................................1
Form name: Purchase requisitions......................................................................................................2
Form name: Create purchase requisition............................................................................................2
Form name: Purchase requisitions......................................................................................................3
Form name: Purchase requisition review - Submit..............................................................................9
Form name: Workflow history...........................................................................................................10
Form name: Reassign work item.......................................................................................................10
Form name: Purchase requisition review - Complete........................................................................11
Form name: Purchase requisition review - Approve..........................................................................13
Form name: Release approved purchase requisitions.......................................................................15
Form name: Add vendors..................................................................................................................17
Form name: Purchase orders.............................................................................................................19
Form name: Purchase order..............................................................................................................19
1. Click Area Page node: Procurement and sourcing -> Common -> Purchase requisitions -> All purchase
requisitions.

Form name: Purchase requisitions

2. Click the Purchase requisition -> New -> Purchase requisition button.

Form name: Create purchase requisition

3. Change Name from '' to 'ABCD'.

4. Click the OK button.

5. Switch to the Purchase requisition header tab on the Purchase requisitions form.

Form name: Purchase requisitions

6. Switch to the Purchase requisition lines tab on the Purchase requisitions form.
7. Click the Add line button.

8. Create a new record in the Purchase requisitions form.

9. Change Line from '0' to '1'.

10. Change Item number from '' to '1010012'.

11. Change Product name from '' to ' ‫مم‬12 ‫'حديد تسليح االتفاق‬.

12. Change Name from '' to '101 - ‫ وارد االتفاق‬- ‫ اسود‬- ‫ مسحوب على الساخن‬- ‫'حديد تسليح‬.

13. Change Quantity from '' to '60.00'.

14. Change Unit from '' to 'Ton'.

15. Change Unit price from '0.00' to '2115.00'.

16. Change Net amount from '0.00' to '126900.00'.

17. Change Currency from '' to 'SAR'.

18. Switch to the Purchase requisition header tab on the Purchase requisitions form.

19. Switch to the Purchase requisition header tab on the Purchase requisitions form.
20. Click the Close toolbar button.

21. Close the Purchase requisitions form.

22. Click the Purchase requisition -> List -> Refresh button.

23. Make sure the selection is changed in table Purchase requisition to:

Valid Purchase Name Name Project Status Created Submitted Requisition

requisition ID date date purpose
000094 ABCD Muhammad Draft 7/19/2023 Consumption
Naveed

24. Click the Submit button.

Form name: Purchase requisition review - Submit

25. Click the Submit button.

26. Switch to the Purchase requisition tab on the Purchase requisitions form.

27. Click the Purchase requisition -> List -> Refresh button.

28. Click the Purchase requisition -> List -> Refresh button.

29. Click the Purchase requisition -> List -> Refresh button.

30. Click the Purchase requisition -> List -> Refresh button.
31. Click the Purchase requisition -> List -> Refresh button.

32. Click the Actions -> View history menu button.

Form name: Workflow history

33. Click the Reassign button.

Form name: Reassign work item

34. Change User from '' to 'freelanc'.

35. Click the Reassign button.

36. Click the Close toolbar button.

37. Close the Workflow history form.

38. Click the Purchase requisition -> List -> Refresh button.

39. Click the Actions -> Complete menu button.

Form name: Purchase requisition review - Complete

40. Click the Complete button.

41. Click the Purchase requisition -> List -> Refresh button.

42. Click the Purchase requisition -> List -> Refresh button.

43. Click the Purchase requisition -> List -> Refresh button.

44. Click the Purchase requisition -> List -> Refresh button.

45. Click the Purchase requisition -> List -> Refresh button.

46. Click the Purchase requisition -> List -> Refresh button.

47. Click the Purchase requisition -> List -> Refresh button.

48. Click the Purchase requisition -> List -> Refresh button.
49. Click the Purchase requisition -> List -> Refresh button.

50. Click the Actions -> Approve menu button.

Form name: Purchase requisition review - Approve

51. Click the Approve button.

52. Click the Purchase requisition -> List -> Refresh button.

53. Click the Purchase requisition -> List -> Refresh button.

54. Click the Purchase requisition -> List -> Refresh button.

55. Click the Purchase requisition -> List -> Refresh button.

56. Click the Purchase requisition -> List -> Refresh button.
57. Click the Purchase requisition -> List -> Refresh button.

58. Click the Purchase requisition -> List -> Refresh button.

59. Make sure the selection is changed in table Purchase requisition to:

Valid Purchase Name Name Project Status Created Submitted Requisition

requisition ID date date purpose
000094 ABCD Muhamma In 7/19/2023 7/19/2023 Consumption
d Naveed review

60. Click the Purchase requisition -> List -> Refresh button.

61. Click the Purchase requisition -> List -> Refresh button.

62. Click the Purchase requisition -> List -> Refresh button.

63. Click the Purchase requisition -> List -> Refresh button.

64. Click the Purchase requisition -> List -> Refresh button.

65. Click the Purchase requisition -> List -> Refresh button.

66. Click the Purchase requisition -> List -> Refresh button.

67. Click the Purchase requisition -> List -> Refresh button.
68. Click the Purchase requisition -> List -> Refresh button.

69. Click the Purchase requisition -> List -> Refresh button.

70. Click the Purchase requisition -> List -> Refresh button.

71. Make sure the selection is changed in table Purchase requisition to:

Vali Purchase Nam Name Projec Status Created Submitte Requisition

d requisitio e t ID date d date purpose
n
000094 ABCD Muhamma Approve 7/19/202 7/19/202 Consumptio
d Naveed d 3 3 n

72. Select the address STEL -> Procurement and sourcing from the Address bar by clicking the navigation
path arrows.

73. Click Area Page node: Procurement and sourcing -> Common -> Purchase requisitions -> Release
approved purchase requisitions.

Form name: Release approved purchase requisitions

74. Make sure the selection is changed in table Purchase requisition lines to:

V Consol Purc Li Curr Ite Pro Net Na Qua U Requ Acco Ve Com Na
ali idatio hase n enc m duc amo me ntit ni este untin nd pan m
d n requi e y nu t unt y t d g or y e
status sitio mb na date date acc
n er me ou
nt
None 0000 1 SAR 101 ‫ حديد‬1269 101 60.0 T 7/19 7/19 STEL
94 001 ‫ تسلي‬00.0 - 0 o /202 /202
2 ‫ح‬ 0 ‫حديد‬ n 3 3
‫االتفا‬ ‫تسلي‬
‫ق‬ -‫ح‬
‫م‬12 ‫مسح‬
‫م‬ ‫وب‬
‫على‬
‫الساخ‬
-‫ن‬
‫اسود‬
-
‫وارد‬
‫االتفا‬
‫ق‬
75. Click the Release -> New -> Purchase order button.

Form name: Add vendors

76. Make sure the selection is changed in table Purchase requisition lines to:

Purchase Item number Item name Vendor account Vendor name

requisition
000094 1010012 ‫حديد تسليح االتفاق‬
‫مم‬12

77. Change Vendor account from '' to '211005'.

78. Change Vendor name from '' to '‫'شركة الراجحي للصناعات الحديدية المحدودة‬.

79. Click the OK button.

80. Make sure the selection is changed in table Purchase requisition lines to:
V Consol Purc Li Curr Ite Pro Net Na Qua U Requ Acco Ven Com Na
ali idation hase n enc m duc am m ntit ni este untin dor pan m
d status requi e y nu t oun e y t d g acc y e
sitio mb na t date date oun
n er me t
None 0000 1 SAR Ren 150 RE 1.00 P 6/26 6/26/ STEL
01 t 0.0 NT cs /201 2015
0 5

81. Click the Close button.

82. Select the address STEL -> Procurement and sourcing from the Address bar by clicking the navigation
path arrows.

83. Click Area Page node: Procurement and sourcing -> Common -> Purchase orders -> All purchase
orders.

Form name: Purchase orders

84. Double-click or press Enter on the selected record in form Purchase orders.

Form name: Purchase order

85. Close the Purchase order form.