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Procurement Cycle
Purchase Request
Purchase Order
Goods or Services Received Note
STPI and CT3 Approval Process for Procuring Assets
Raising Purchase Request
Viewing Purchase Requests
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
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
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
Viewing Reports
You can view and create Goods/Service Categories for a Procurement Tenant.
You can perform following actions on the nodes:
Click Deactive. The inactive Goods/Service Category is displayed with a red color code.Figure: Deactivating Goods/Service Category
Note:
You cannot deactivate a new node.
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.