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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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Report Description

The Invoice List Report This report displays the Invoice Code, Invoice Date, Requester Name and email ID, related PO and PR Code, Pending Amount, and configured Currency etc.  in a tabular format. For status in a graphical format for the selected filter criteria. For more information about viewing reports, see Viewing Reports.
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Figure: Invoice Status Graph report page 

Click the bar on the Invoice status graph to view the Invoice List Report page. 

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titleSee Screen Shot

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Figure: Invoice List Report page

The following table describes the fields and icons displayed on the Invoice List Report GRN Status Graph report page.

FieldDescription
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Click the icon to save the report.
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Click the icon to print the report.
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Click the icon to export the report to a Microsoft Excel Sheet. Click the drop-down arrow, and then click the appropriate option to export the report in Microsoft Word, CSV and XML formats
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Click the icon to e-mail the report.
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Click the drop-down arrow to set the number of records that you want to view on one page.
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Click the icon to modify the report in the report designer. You can add fields, modify field values, add filter values, and so on. For more information about modifying the report, see Creating New Reports.
Refresh EverySelect the appropriate duration from the drop-down list. The report is refreshed automatically after the selected duration.
UPDATE RESULTSClick the button to update the report.

FIELDS tab


Multiple-Selection List BoxSelect or remove the fields in the Multiple-Selection List Box to display the report as per your requirement.
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Click the button to move the selected fields in upward direction.
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Click the button to move the selected fields in downward direction.
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Click the button to view and modify the properties of the selected fields.
UPDATE RESULTSClick the button to update the report after adding, removing or reordering the selected
fields.
Note
titleNote:
You can customize the
fields
using the various options in the tool bar. For more information, see Dashboard
.


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truenoneRelease Noteshttp://summitconfluence.symphonysummit.com:8090/display/PD/SUMMIT+Release+NotestruenoneInstallation Guide http://summitconfluence.symphonysummit.com:8090/display/PD/Installation+GuidetruenoneOther Documents http://summitconfluence.symphonysummit.com:8090/display/PD/Other+Documents