In SageX3, we have a function planning workbench where we can create purchase orders, requests, and suggestions. This function provides us with a view of projected stock movement based on actual demands.
So, now we can try to create a purchase request from the planning workbench function.
Follow the below process.
Navigate to: – Purchasing > Supply > Planning workbench
Below is the image of the Planning workbench function Screenshot 1.
Now give the site and product, click on the Supply button on the top right. Refer to the below screenshot 2.
After clicking on the Supply button new screens will open as below in screenshot 3.
Now enter the mandatory details like order site, product, supplier, request date and quantity then click on the Request button. Please refer to screenshots 4.
In the above screenshot 4, we have entered the mandatory details and given purchase quantity 4. So, after clicking on the Request button system will generate a purchase request with respect to the given details. Refer to the below screenshot 5.
In the above screenshot five, the system creates a purchase request PRQZAJ010017.
We can find this request in the purchase request function. Refer to the below screenshot 6.
Navigate to:- Purchasing > Purchase requests > Purchase requests.
This blog explains how to create a Purchase request from the planning workbench in SageX3. For more informative blogs on Sage ERP, subscribe to our newsletter now!
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