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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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You can view and create Goods/Service Categories for a Procurement Tenant.

To view Goods/Service Categories:

  1. Select Procurement > Configuration > Configure Service.
  2. On the SERVICE CATEGORY page, select the Tenant. You can view the configured Goods/Service Categories.

    SERVICE CATEGORY page
    Figure: SERVICE CATEGORY page

    You can perform following actions on the nodes:

    Expand
    titleCreating new Parent Goods/Service Categories
    1. Right-click a node and click Create Root Node.
    2. Type in a name for the new Parent Goods/Service Category.

      Creating Root Node
      Figure: Creating Root Node
    Expand
    titleCreating new Child Goods/Service Categories
    1. Right-click a node and click Create Child Node.
    2. Type in a name for the new Child Goods/Service Category.

      Creating Child Node
      Figure: Creating Child Node
    Expand
    titleRenaming Goods/Service Categories
    1. Right-click a node and click Rename.
    2. Type in a new name for the Goods/Service Category.


      Figure: Renaming Goods/Service Category
    Expand
    titleDeactivating Goods/Service Categories
    1. Right-click a Goods/Service Category that you want to deactivate.
    2. Click Deactive. The inactive Goods/Service Category is displayed with a red color code.


      Figure: Deactivating Goods/Service Category

      Note
      titleNote:

      You cannot deactivate a new node.

ACTIONS

This section explains all the icons displayed on the ACTIONS panel of the SERVICE CATEGORY page.

EXPAND ALL

Click EXPAND ALL to expand all the Goods/Service Category nodes.

COLLAPSE ALL

Click COLLAPSE ALL to collapse all the Goods/Service Category nodes.


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