Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Comment: Updated the hideelements-macro macro with the following parameter(s): []
Panel
borderColor#72B0DE
bgColor#72B0DE
Digi accordion
titleSummitAI Procurement
Procurement
Digi accordion
titleConcepts

Procurement Cycle

Purchase Request

Purchase Order

Goods or Services Received Note

STPI and CT3 Approval Process for Procuring Assets

Digi accordion
titleEnd User

Raising Purchase Request

Viewing Purchase Requests

Digi accordion
titleProcurement Team

Purchase Order

Raising Purchase Order

Viewing Purchase Orders

STPI and CT3

Applying for Import Certificate

Applying for Excise Duty Exemption Certificate

GRN and SRN

Generating GRN for a Purchase Order

Generating GRN for a Purchase Request

Generating SRN for a Contract Purchase Order

Invoice

Generating Invoice

Viewing Invoice List

Approval List

Approving Budget

Approving GRN or SRN

Approving Invoice

Approving PO or CPO

Approving PR

Approving PR Quotation

Approving Vendor

Updating Annexure - XIII and Bond Details

Uploading PR Quotation

Exporting Goods to Inventory

Digi accordion
titleAdministrator

Application Settings

Configuring Application Settings

Approval Matrix

Configuring Approval Matrix

Configuring Approver Role

Managing HOD

Mapping Approver

Budget

Adding Budget

Configuring Budget Period

Importing Budgets

Reallocating Budget

Searching Budgets

Transferring Budget

Updating Budget

Vendor

Adding Vendor

Assigning Vendor to Evaluator

Configuring Evaluation Questions

Evaluating Vendor

Searching Vendor

Updating Vendor

Currency Master

Configuring Currency Master

Enforcing Status

Enforcing Status

Feedback Configuration

Configuring Feedback Questions

Configuring Rating

Goods or Service Category

Configuring Goods or Service Category

Master Configuration

Adding Master Configurations

PO Template

Creating Purchase Order Template

Procurement Instance

Configuring Address for Tenant

Configuring Prefix Code for Tenant

Configuring Procurement Module Using Form Builder

Creating Prefix Code

Creating Procurement Tenant

Digi accordion
expandedtrue
titleReports

Viewing Reports


There are various reports that can be generated, viewed, and used for analysis by the Analysts, Managers, and Administrators of the Procurement module.

List of SummitAI Procurement Management Reports

To view Reports:

  1. Click the Reports menu and select Procurement. The following page is displayed.

    REPORT page
    Figure: REPORT page
  2. All the reports for Procurement are listed in the REPORTS section of the page. Click on the side arrows to scroll through the list of reports. Click  icon to hide the REPORTS section of the page. To search for a specific report in the report list, type in the name of the report in the search bar and click the Search icon or you can also select a report from the REPORTS drop-down list.
  3. Select the report you want to view. The page is populated with the data in the graphical or tabular form. In many of the reports, there are hyperlinks that you can click to further drill-down the report.
Note
titleNote:

You can create Advanced Reports and New Dashboards. For more information, see SUMMITAI General (see: Creating New Reports and Creating New Dashboards).


Scroll ignore
scroll-pdftrue
scroll-officetrue
scroll-chmtrue
scroll-docbooktrue
scroll-eclipsehelptrue
scroll-epubtrue
scroll-htmltrue


1

| |