Linkus 2.0 User Guide

Procurement Module

( Use right menu button to navigate... )

Procurement Module - Video

Procurement Module - Objective

Procurement is the process of finding and agreeing to terms, and acquiring goods, services, or works from an external source, often via a tendering or competitive bidding process. Procurement generally involves making buying decisions under conditions of scarcity. This Module helps in streamlining the Procurement process within the organization.

Procurement Module - Roles Involved

List of Roles

#	Role	Access rights
1	Employee	Request
2	Manager	Approval
3	Finance	Verify & Close

Users	Role
End User	All Employees
Process Owners	Enablers [HR, Admin, Finance, Managers]

Procurement Module - Key Points

Creating Material Request

Creating MR request by Employee.
MR type
- Expense/Service.
- Capital

Manager & Next Level Manager

Manager has access for all the request.
Any Approval request raised by the Employee [Manager can take necessary action]
- Approval Hierarchy starts from Level 6.
- Based on the Expense value the expense approval goes to multiple level approval.

Finance/Procurement Team

RFQ starts & Finalized.

Procurement Module - Create MR

Step 1:Navigate to Procurement Module by selecting Procurement from top left corner menu button.

Step 2:The Employee needs to Click on create icon for creating new MR.

The Employee needs to Fill the following fields

MR type
1. Capital
2. Expense
Project Inventory
1. For any Projects – This options should be selected [The specific project should be selected from the list].
Budget
1. In Budget
2. Out Budget
MR Raised for Dept – Needs to be selected [Can choose other department].

Products Tab

Fill all the necessary information like product type, quantity & price is auto-populated [can be changed].
Click on Save & submit & it goes to manager.
** Expense & capital product cannot be raised together.

Procurement Module - Manager Approval

Step 1:The manager needs to login to the Procurement Module & click on the request submitted by the Employee to take any action.

The Manager has multiple buttons available to take any action.
1. Hold
2. Need More info
3. Approve
4. Reject
Based on the eligibility level of Employee this goes for multiple Manager approval.
After Approval this goes to the commercial team.

Procurement Module - Commercial Approval

The Commercial needs to login to the Procurement Module & click on the request once approved by Manager to take any action. The Commercial team can do RFQ, EO’s & will be taken care and its closed finally.