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This page allows you to provide insight to the user regarding the pattern of purchases and to exercise intrinsic controls to regulate the buying activity. When the organizations want to exercise planning and control on the procurement of material, concept of budget is generally made use of. The budget is an amount allotted for procurement of certain specified items or any item for a specified purpose. When the Release Slips are released against a specific budget, the budget amount is treated as "utilized". The budget can be a blanket budget, which means that any item can be procured against that budget. Budget can be for specific items also; in which case only the items specified can be procured against that budget. Effective date and Expiry date can also be specified in the budget.
Select the “Specify Budget Details” link at the bottom of the “Create Direct Release Slip” page.
The “Specify Budget Detail” page appears.
The System displays the status of the Release Slip, which is referred in this page.
The System displays the “Release Slip Details” information details:
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Release Slip No. |
Unique identification number of the Release Slip with which it is referred. |
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Amendment No. |
Unique identification number of the Amendment document. The Amendment document is created whenever any modifications are done to the existing document. This is a post approval document. |
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Type |
The type of the Release Slip is displayed. There are different types of Release Slips namely |
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Supplier Code |
Code/Identifier of the supplier who supplies goods for the Release Slip. |
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Name |
Name of the Supplier who supplies the goods for the Release Slip. |
Enter the following in the “Default Entries” information tab:
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Budget ID |
Unique identifier for a particular Budget associated with the purchase of items. (Alphanumeric, 6). |
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Help Facility Available |
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Proposal ID |
Unique identifier created for the capital items stating the cost assigned for it. When a purchase is made, the proposal id is matched thereby helping the purchase division to know the assigned amount for the capital item. (Alphanumeric, 18). |
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Help Facility Available |
Click the “Default” Push button to transfer all the values given in the default entries information tab to the line details information tab.
The System displays the following fields in the “Budget Details” multiline:
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Line No. |
Unique identification line number, which is associated with an item. |
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Item Code |
Unique code/identifier of the item for which the Release Slip is created. |
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Variant |
Variant code is associated with the Item code present in the activity. |
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Description |
Description stating the name/identifier of the variant associated with the item. |
Enter the following:
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Budget ID |
Unique identifier for a particular Budget associated with the purchase of items. (Alphanumeric, 6). |
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Help facility available. |
The System displays the following:
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Description |
Description stating the name/identifier of the Budget ID. |
Enter the following:
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Proposal ID |
Unique identifier created for the capital items stating the cost assigned for it. When a purchase is made, the proposal id is matched thereby helping the purchase division to know the assigned amount for the capital item. (Alphanumeric, 18). |
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Help facility available. |
The System displays the following:
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Description |
Description stating the name/identifier of the Proposal ID. |
Click the “Specify Budget Detail” push button to create a budget and associating it with capitalizable items or click the “Approve Release Slip” push button to specify a budget as well as approve.
The system saves the Budget details.
To proceed, carry out the following
Select the “Specify Dropship Address” link to state the buyer’s address to which the goods are directly supplied when the Purchase Order type is Dropship.
Select the “Specify Release Slip – PR Coverage” link to state the coverage details of the items specified in the Purchase Request.
Select the “Specify Release Slip – SO Coverage” link to state the coverage details of the items specified in the Sale Order.
Select the “Specify Quality Attributes” link to state the quality attributes of the items.
