v7 FreeBalance Help

This section is to provide a unique entry point of registering and processing goods and services requests based on a workflow that starts in the Institution Unit where the goods and services are required.

To CREATE, follow the steps below:

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By default, you will be in Search Mode.

1. Click on the New icon   (you will then be in Insert Mode).

2. Enter the Goods/Services Request information. Fields with an asterisk  are mandatory fields.

3. ID: This is a unique identifier generated by the system.

4. Created On: The date the Request was made

5. is Replenishment Request: This is for viewing purposes only. The checkbox will be checked only if a goods/service request is generated from the Replenishment Request Process.

6. Request Status: This will be automatically generated depending on the workflow of the Goods/Service Request. The available statuses are: 'Registered', 'Requested for Approval', 'Approved', 'In Supply Process', 'Cancelled' and 'Delivered'. By Default - the status 'Registered' will appear.

7. Registered By: This field is automatically populated by the system and is for viewing purposes only. It represents the employee who is registering this G/S Request.

8. To enter the Request Institution Unit, click on the Lookup icon , click on the Find icon  to retrieve the Request Institution Unit list, then select the Request Institution Unit.

• Request Institution Unit: This is the institution unit that requires the goods/services.

9. Choose Priority from the Drop Down Menu.

• Priority: This field can take one of the following values: 'Low', 'Medium' and 'High'. By Default - 'Medium' will be displayed.

10. Select the Minimum Required Date and the Maximum Required Date from the Calendar icon, if required.

• Minimum Required Date: The minimum required date to receive the goods/services. If this field is left blank, that means that there is no minimum required date to receive the goods. 
• Maximum Required Date: The maximum required date to receive the goods/services.

11. Subtotal: This is for viewing purposes only and is automatically calculated by the system. This is the summary of all G/S Request Items Costs * Item Quantity.

12. Tax Amount: This is for viewing purposes only and is automatically calculated by the system. The summary of all taxes from the G/S Request Items. This value will be defaulted to zero if no taxes have been specified.

13. To enter the Reception of Goods Responsible, click on the Lookup icon , click on the Find icon  to retrieve the Reception of Goods Responsible list, then select the Reception of Goods Responsible.

14. Choose Request Group Reference and Language from the Drop Down Menu if required.

• Request Group Reference: This is the G/S Request Group associated to this G/S Request; a material request group is required when custom domain type attributes related to a G/S Request are needed or a special classification criterion is required for different G/S Requisition needs. 
• Language: Chose Language as chosen.

15. Enter the Abbreviation, Description and Remarks as required.

• Abbreviation: A brief description of the goods and services.
• Description: The intended objective or destination for the goods/services that are being required.
• Remarks: Additional information related to this G/S Request.

To ADD an Attachment:

Click on the Attachment tab,,Attachment New icon and enter the new Attachment (refer to Attachments for more information).

To ADD a Request Sourcing Package:

Click on the Request Sourcing Package tab,,Request Sourcing Package New icon and enter the new Request Sourcing Package (refer to Request Sourcing Package for more information).

To ADD a Request Item:

Click on the Request Items tab,,Request Items New icon and enter the new Request Item (refer to Request Item for more information).

1. Click the individual Select Checkbox(es), under the required tabs to select and de-select the created or retrieved information, or click the Select All icon  or Unselect All  icon, to select or de-select all the created or retrieved information, if required.

2. Click the Remove icon to remove the selected created or retrieved information, if required.

3. Repeat steps 1 to 3 as required for each tab.

Click on the Save icon  at the bottom to save your new Goods/Services Request information.  A window will appear to confirm the new Goods/Services Request creation.  Click OK to confirm.