Goods/Services Requests

Overview

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. The registry process will provide a helpful feature based on souring packages which are predefined sets of Inventory Items (this is applicable only for Inventory type Goods) with predefined specific quantities. The Asset and Inventory Departments will be responsible for identifying the warehouse suppliers based on suggested warehouses provided by the system. Finally the warehouses will be responsible of the delivery process made through a 'Dispatch Order'. Each requested Item will have an individual progress of the supply process, meaning that partial delivery of Goods/Services Requests is allowed, updating the Good and Services Request status to 'Delivered' when all its related items have been fully delivered to the Institution Unit.

When there is no availability of the items requested (in the case of goods) or for the case of Replenishment Requests (from a particular Warehouse), the system will mark those items as candidates for a Purchase Requisition, and once this PR has been issued by the Purchasing Department Responsible (initially this will be generating the PR to the FA Classic Application), the system will update via webservice the PR number as a reference to the Goods/Services Request Item, and this will be link between AA and FA.

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Assets ► Goods/Services Requests

Goods/ Services Request screen Fields and Tabs

Field	Description
ID	Unique identification code, manually entered by users or automatically generated based on parameters.
Created On	The date the Request was made.
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.
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', 'and In Supply Process ‘,’ Cancelled and Delivered’. By Default - the status 'Registered' will appear.
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.
Request Institution Unit	This is the institution unit that requires the goods/services.
Priority	This field can take one of the following values- 'Low', 'Medium' and 'High'. By Default - 'Medium' will be displayed.
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.
Subtotal Cost	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.
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.
Reception of Goods Responsible	Indicates the person who is responsible for the reception of goods.
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	Country Specific Language that is being used to register the abbreviation, description and remarks.
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.
Attachments Tab	This Tab is used to add relevant attachments (e.g. documents related to a good or service) to the good/service request.
Additional Information Tab	This Tab is used to view additional information regarding the good/service request If users selects ReqGroup or Ftes in Request Group Reference fields then “Additional information” Tab is active.
Request Sourcing Packages Tab	This Tab is used to add a sourcing package to the request.
Request Items Tab	Mandatory field used to add the item(s) that are being requested.

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