Creating a Purchase Requsition

NOTE: This article assumes that your account has the necessary permissions to create purchase requisitions.

Log in to Sage Intacct

If you are a full Business user, log in to the console.

If you are a limited user, log directly into the instance you are working with.

Click here to view the "Log In to Sage" support article.

Navigate to the Company

If you are at the console, switch to the desired instance.

At the top-level of the instance, choose the correct company for the purchase requsition.

Launch the Purchasing module

Under Applications, click on Purchasing

NOTE: If you do not see Purchasing listed, you do not have the correct permissions.

Create a Purchase Requsition

Click the Create a purchase requsition tile to create the request.

Section 1 - Vendor Selection

Select the Vendor from the drop-down under Vendor.  You can type part of the vendor's name to filter out the vendor list.  When you see the correct vendor, click on it to select it.  

Information about the vendor will be populated from the vendor record.

NOTE: If your vendor is not listed, please contact Accounting to have the vendor set up in the system.  DO NOT CREATE VENDORS ON YOUR OWN.

Section 2 - Order Information

Use the Message box for notes about the order, such as allocations and general purpose for the order.

Use the Attachment drop-down to upload any quotes or supporting documents for this order.  

Click Add to add the attachment. 

The Name will be auto-generated based on the file you upload.

Use the Description box to describe the order.  

Drag and drop files, or click Browse to select files.  You can attach multiple files at one time.

Click Save when done.

Section 3 - Entries

For each line item on the quote, enter in the highlighted data. 

The Item ID is the budget code for the specific item - Accounting can guide you on which codes to use.

The Item Description should describe the item - you can include part numbers etc from the vendor's quote.

Fill out the quantity and price and verify the extended price matches the vendor's quote.

Section 4 - Submission

Click Draft to save this PR in "draft" mode - this is best if you are not ready to submit it for approval.

When ready to submit this PR for approval, click Submit.  This will notify the designated approver(s) via email that a PR is waiting for approval.  When approved, you will receive an email notification.