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Procurement Module - Video
Procurement Module - Objective
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
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- MR type
- Capital
- Expense
- Project Inventory
- For any Projects – This options should be selected [The specific project should be selected from the list].
- Budget
- In Budget
- Out Budget
- MR Raised for Dept – Needs to be selected [Can choose other department].
- 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.
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Procurement Module - Manager Approval
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- The Manager has multiple buttons available to take any action.
- Hold
- Need More info
- Approve
- Reject
- Based on the eligibility level of Employee this goes for multiple Manager approval.
- After Approval this goes to the commercial team.
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