Department of Education Roxas National High School

Use the Appropriate Form

in Requesting for
Electrical Tools, Supplies,
and Materials
 Department of Education Roxas National High School

DIFFERENT TYPES OF
FORMS
 Department of Education Roxas National High School

1. PURCHASE REQUISITION
is a document generated by a user
department or storeroom personnel to
notify the purchasing department
about items it needs to order, their
quantity, and the time frame.
 Department of Education Roxas National High School

PURCHASE REQUISITION

It may also contain the authorization

to proceed with the purchase.
This is also called purchase request
or requisition.
 Department of Education Roxas National High School

PURCHASE
REQUISITIO
N
SLIP FORM
 Department of Education Roxas National High School

2. INVENTORY
are raw materials, work-in-process
goods, and completely finished goods
that are considered to be portion of a
business’s assets that are ready or will
be ready for sale
 Department of Education Roxas National High School

Inventory represents one of the most

important assets that most businesses
possess, because the turnover of
inventory represents one of the
primary sources of revenue generation
and subsequent earnings for the
company’s shareholders/owners.
 Department of Education Roxas National High School

INVENTORY
OF
MATERIALS
FORM
 Department of Education Roxas National High School

3. JOB ORDER OR WORK

ORDER FORM
 is a written instruction to perform a
task to specified requirements, time
frame, and cost estimates.
 Department of Education Roxas National High School

JOB ORDER
or WORK
ORDER
FORM
 Department of Education Roxas National High School

USING THE WORK

ORDER FORMS
 Department of Education Roxas National High School

• [COMPANY NAME / LOGO]:

Enter your company name and/or
insert an image for your logo.
• BILL TO:
 The name and address of the
customer that will be billed for this
work. This information is usually tied
to a specific Customer ID, while the
Ship To field may be different.
 Department of Education Roxas National High School

• SHIP TO:
 The name and address where the
finished products will be shipped to.
• W.O.#:
 A unique Work Order number used to
identify the job. You should indicate on
your work order form that all
correspondence should include the
WO #.
 Department of Education Roxas National High School

• JOB:
 A description of the issue or job with
enough details to complete the job. In
the Advanced work order form, you
can enter a short general description,
followed by a more detailed
description that might identify the
brand/make/model of the item to be
serviced.
 Department of Education Roxas National High School

• Qty (QUANTITY):
 This column can be used to enter the
number of hours or amount of parts
or materials used for the job.
• TAXED:
 The basic work order form includes a
column for indicating (by entering an
"x") which line items are taxable.
 Department of Education Roxas National High School

• TAX RATE:
 Consult your local and state tax laws
to determine how labor and/or sales
should be taxed. The advanced work
order template lets you set a different
tax rate for labor and materials.
 Department of Education Roxas National High School

• TAXABLE:
 The basic work order template
calculates the sum of the amounts
that are taxable using a SUMIF
function. The tax is then calculated
by multiplying the Taxable amount by
the Tax Rate.
 Department of Education Roxas National High School

• OTHER:
 The last field before the total can be
used for including a discount or other
types of charges. You should change
the label to "Discount" or something
that describes what the charge is for.
 Department of Education Roxas National High School

4. BORROWER’S FORM
is a form used to request for tools and
equipment needed for a particular job. It
indicates the department the borrower
is connected, with the date, the job that
is to be done, the person who will
approve the request, when it was
returned, and if it was in good condition.
 Department of Education Roxas National High School

BORROWER’S
FORM
 Department of Education Roxas National High School

OTHER RELATED
TERMINOLOGY
 Department of Education Roxas National High School

A. ASSETS
items of ownership convertible into
cash; total resources of a person or
business, as cash, notes, and accounts
receivable, securities, inventories,
goodwill, fixtures, machinery, or real
estate (opposed to liabilities).
 Department of Education Roxas National High School

B. INVENTORY
 a complete listing of merchandise or
stock on hand, work in progress, raw
materials, finished goods on hand,
etc., made each year by a business
concern
 Department of Education Roxas National High School

C. PURCHASE
acquisition by the payment of money
or its equivalent; buying, or a single act
of buying
D. REQUEST
the act of asking for something to be
given or done, especially as a favor or
courtesy; solicitation or petition
 Department of Education Roxas National High School

D. TAX
a sum of money demanded by a
government for its support or for
specific facilities or services, levied
upon incomes, property, sales, etc.
Department of Education Roxas National High School

THANK YOU!
 Department of Education Roxas National High School

Performance Task #3
Directions: Make an Inventory
of everything inside your
classroom. Use the given
Inventory form. (100 points)
 Department of Education Roxas National High School
INVENTORY OF MATERIALS FORM
Name:
Section:
School:
Building #:
Room #:
ITEM

Chair 38 28 5 2 0 1

__________________ ______________ ________________ _______________

REQUISITIONER TEACHER HEAD PRINCIPAL
Date:_______________________