00:00Hello, this is to show you some updates we have made on the requisition model.
00:06When you go to requisition and you go to create requisition, first it has a whole different
00:12new look and better look and we've added some additional features to raise requisition in bulk
00:22so you can create bulk requisitions from here now. So if you are creating a single requisition
00:29or whether it is bulk requisition, it still follows the same process where you select a date.
00:36The date is already pre-selected unless you are changing the date. Then you are selecting staff
00:44or vendors, the requisition type, whichever applies. Then the requested by is optional.
00:54It is only there when you are requesting for someone else on behalf of someone else. If you are
01:00requesting for yourself, you do not need to select requested by. So it's still as it is in the
01:06previous design. So that is still the way it is. So you only need to select this requested by
01:11if there is someone you are requesting on their behalf and if you have the permissions to do that.
01:16If you have the permissions to request on behalf of someone else, then that's when you can see
01:20your staff list listed here on these requested by. But if not, your login details already auto-reflect as
01:29the requester. Your user login is already automatically the requester. Then you can select a department,
01:37then also watchers. You can select the watchers which is optional as well. So if there is no one to
01:43copy or to
01:46carry along. As people you want to follow up with the requisitions and know the status or the progress
01:53of the requisition, then you do not need to select the watcher. So this watcher is totally optional,
01:58just like before. Then you can click on next, next step to move from these personal details to the item
02:05details. Now on item details parts, this is where you then indicate the amount you are requesting for,
02:12right? Then you can indicate the due date, how soon you need it sorted, right? You select the due date,
02:21then expense category. You can select expense category depending on your company's settings. So for
02:31your company can set expense categories to be optional, then it means you don't need to select the expense
02:36category. But if it is set to be compulsory, then you need to select an expense category. So you can
02:42select the expense category as before. So every other thing here is still like the previous design,
02:48the normal single requisition. But if you are trying to send requisition on multiple things,
02:55you know, it's still the same personal details, right? It's still you that is requesting. But maybe you
03:02need to request $10,000 for transport. Then you need to request $20,000 for sanitation. You know, instead of
03:10having to
03:10send the one for transport phase and come back to fill in those details again to now come and select,
03:16you know, office expenses one by one that way. So we have added a feature here to add in bulk.
03:24So when
03:24you check on this box, it's the design changes to this. Then you can click on add new item to
03:31then enter
03:32the 10,000 you need to request for transport. You can select the due dates for that. Then the
03:41the transport expense category. Then if there is a related item to this transport, you can select that.
03:49You can select any related item that applies. Then also the description to why you need this transport.
04:10So once you're done, you can also add or upload an additional supporting document for this particular
04:19requisition. So basically every details you need, you can indicate this for each one. Then you can click on
04:25add item. So this would add it on a table here. Then you can still go ahead to add a
04:31new item
04:32and repeat the same process. So let's say this one is for office expenses.
04:38So you enter the details here, $50,000 for office expenses. Then you can select due dates. This one can
04:46expense category office expenses. If related item applies, fine. We select it. Then also a description
04:58right. Then you can click on add item. So this is how you can add and accumulate the requisition for
05:04different things you may need to request for easily from here. Then when you are done, you can click on
05:09submit for the requisition to then send individually. So it means out of all these, all the pins you select
05:17here and submit, each of them can be approved or rejected individually. So once you submit from here,
05:24it will send each of them as individual requisitions, as individual requisitions. So the approval can be
05:33done individually, but you are requesting in bulk. It can be approved individually. So if you need to redo
05:39any of it, then they would reject it or enter the comments for each one separately. So you just need
05:47to click on submit the requisition and it sends successfully. So once it sends, then every other
05:55thing applies as normal. Then you can see the two requisitions just created.
Comments