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titleSummitAI Procurement
Procurement
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titleConcepts

Procurement Cycle

Purchase Request

Purchase Order

Goods or Services Received Note

STPI and CT3 Approval Process for Procuring Assets

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titleEnd User

Raising Purchase Request

Viewing Purchase Requests

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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

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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

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titleReports

Viewing Reports


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HOD stands for Head of the Department. The Administrator can define the Organization structure. Based on the defined structure, the Administrators can set the HOD as an Approver.

To configure HOD:

  1. Select Procurement > Configuration > Approval Matrix. The LIST section of the APPROVAL MATRIX page is displayed.
  2. On the ACTIONS panel, click APPROVAL MATRIX. The DETAILS section of the APPROVAL MATRIX page is displayed.
  3. On the DETAILS section, select a Tenant in the drop-down list that is configured as a level 4 Tenant. On the ACTIONS panel, the MANAGE HOD icon appears.
  4. On the ACTIONS panel, click MANAGE HOD. The MANAGE HOD page is displayed.

    MANAGE HOD page
    Figure: MANAGE HOD page

  5. On the MANAGE HOD page, fill in all the necessary information. For more details on the fields, see Field Description.
  6. Click SUBMIT.

    Note
    titleNote:

    You have to provide details for all four Department Types to complete the hierarchy of the Department and map the HOD for each type.

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Field Description
Field Description
Field Description

The following table describes the fields on the MANAGE HOD page.

Field

Description

Tenant

Select the Tenant for which you want to manage the HOD.

Department Type

Select the department from the four levels of the Organization.

Name

Type in the name of the HOD.

HOD

Type in the name and search the HOD.

Active

If selected, the configured HOD becomes active.

Include Inactive Records

If selected, the inactive Manage HOD configurations are displayed.

Expand All

Click to expand the tree structure of the records.

 ACTIONS

APPROVAL MATRIX

Click APPROVAL MATRIX to go back to the APPROVAL MATRIX page. For more details, see Configuring Approval Matrix.


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