Creating Procurement Tenant

Owned by Enterprise IT
Last updated: Apr 23, 2024 by Mayuresh Balaji Kamble (Unlicensed)Version comment
3 min read
 SummitAI Procurement
Procurement


You can create and view Procurement Tenant to procure items for specific Procurement Tenants.

To create a new Procurement Tenant:

  1. Select Procurement > Configuration > Procurement Tenant.
  2. On the PROCUREMENT TENANT page, click ADD NEW on the ACTIONS panel. The PROCUREMENT TENANT page is displayed.

    PROCUREMENT TENANT page
    Figure: PROCUREMENT TENANT page

  3. Fill in the details on the PROCUREMENT TENANT page, and then click SUBMIT. for more information about the fields on the PROCUREMENT TENANT page, see Field Description.

Field Description

The following table describes the fields on the PROCUREMENT TENANT page.

Field

Description

Tenant

Select the Procurement Tenant.

Location

Select the Location(s) of the Tenant. You can select multiple Locations for an Tenant.

Tenant Short Code

Specify the Short Code for the Tenant.

Description

Type in a brief description for the Tenant.

Copy Configuration From

Select the Tenant from which you want to copy the configurations for the new Tenant.

Financial Year From

Select the Month from which the Financial Year starts for this Tenant.

Financial Year To

Select the Month on which the Financial Year ends for this Tenant.

Active

If selected, the configured Entity becomes active.

ACTIONS

SHOW LIST

Click SHOW LIST to display the LIST table showing all the configured Tenants.

PROCUREMENT TENANT page
Figure: PROCUREMENT TENANT page 

  • To edit an Tenant, click the configured Tenant in the Tenant column. Make the appropriate changes, and then click SUBMIT.

  • To display inactive Tenants along with the active Tenants, select the Include Inactive Records check box.

    Note:

    When the configured Tenants are displayed under the LIST table, the ADD NEW, ADDRESS and PREFIX CODE action items are displayed on the ACTIONS panel.

    • Click ADD NEW to configure a new Tenant.
    • Click ADDRESS to configure the address for the selected Tenant. For more information about configuring the address for an Tenant, see Configuring Address for Tenant.
    • Click PREFIX CODE to configure Prefix Code for an Tenant. For more information about configuring the Prefix Code for an Tenant, see Configuring Prefix Code for Tenant.