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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

true
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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 create a Prefix Code for each Procurement Tenant.

To create a Prefix Code:

  1. Select Procurement > Configuration > Procurement Tenant.
  2. On the PROCUREMENT TENANT page, on the ACTIONS panel, click PREFIX CODE. The PREFIX CODE page is displayed. See  Configuring Prefix Code for Tenant.
  3. On the PREFIX CODE page, select a Request Type for which you want to create a Prefix Code, and click the  icon in the Prefix Code field. The PREFIX CODE pop-up page is displayed.

    PREFIX CODE pop-up page
    Figure: PREFIX CODE pop-up page

  4. Fill in the required details on the PREFIX CODE pop-up page, and then click PREVIEW to preview the Prefix Code that you generated. For more information about the fields on the PREFIX CODE pop-up page, see Field Description.
  5. Ensure that you have generated the desired Prefix Code in the Preview Prefix Code field, and then click SAVE.
  6. The Prefix Code is displayed in the Prefix Code field of the PREFIX CODE page.

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Field Description
Field Description
Field Description

The following table describes the fields on the PREFIX CODE pop-up page:

Field

Description

Separator

Select the Separator that you want to display in the Prefix Code. The selected Separator separates the Phrases that are arranged according to the selection of the Sort Order.

Preview Prefix Code

Displays the configured Prefix Code.

Select

Select the check box(es) against the Phrase(s) to preview the Prefix Code.

Phrase

Displays the Phrases that constitute to generate a Prefix Code.

Description

Displays the Description of the Phrases.

Sort Order

Select the Sort Order from the Sort Order drop-down lists. By selecting appropriate drop-down values, you can arrange the Phrases in the Prefix Code in the desired sequence.


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