Purchase indents are used to generate proposals to be sent to suppliers for material/service demands given to fulfill sales orders or company requirements.
The purchase demands for which demand slips are recorded can be directly transferred into purchase indents. Purchase Indents are located under Purchase Proposal Management option of the Purchase Management section. The icons of the Purchase Indents List and the options of the F9/right mouse button menu are used to add new orders or to modify existing indents.
| New | Used to record new purchase indents. |
| Update | Used to modify purchase indent information. |
| Delete | Used to delete the purchase indent. Purchase indents that are approved or linked to proposals can not be deleted. |
| View | Used to view the purchase indent slip. Slip information displayed using this option can not be changed. |
| Find | Used to search for the required record on the indent list sorted by date, slip number, document number, aux. code or authorization code. |
| Copy | Used to copy indent information into a blank card. Provides ease of use by allowing fast data entry. |
Multiple Delete | Used to delete the selected purchase indents in batch. Purchase indents that are approved or linked to proposals can not be deleted. |
Used to print the purchase indent. |
Send | Used to send purchase indent to the related AR/AP. |
Batch Sending | Used to send purchase indents to the related AR/AP in batch. |
| Filter | Used to display the Purchase Indents list with the records matching the requested characteristics. |
Approval Info | Used to change the purchase indent approval status. In order to change more than one indent's status, firstly related indents are checked and then by using "Approve" option of F9 menu, all status changes are done in batch. |
Add Proposal |
Used to record new purchase proposals through purchase indents. The option is located in the F9/right mouse button menu of approved purchase indents. |
Related Proposals | Used to list demands and proposals linked to the purchase indent. |
Add Order | It is used to generate order over the purchase indent. Approval info is not taken into account. |
Workflow History | Displays the work flow history for purchase indents if the Work Flow Management feature is used. |
| Record Information | Displays the time and the user of the first registry and the last modification of the purchase indent. |
Number of Records | Used to display the total number of purchase indent records. |
Refresh | Used to refresh the purchase indents list. |
Back to Defaults | Used to display the purchase indents list with pre-defined sizes. |
Lock | Used for record based approval. |
Multiple Lock | Used to approve selected records collectively. |
Unlock | Used to cancel record based approval. |
Multiple Unlock | Used to cancel record approvals collectively for the selected records. |