X3

As the Administrator, there are setting that can be placed systemwide for Requisitioning that cannot be edited by any other user. To access these settings, there is an option called Purchasing and Requisitioning Settings located within Account Settings. Clicking the pencil icon allows the user to see the settings. ...

Once a requisition has been sent for approval, the user in the approval group will be able to go to the Approval Groups option on the Navigation Tab to either approve or reject the requisition. The green check box icon is used to accept a requisition. This can be done on either an individual part or for the whole requisition...

Within eMaint, there are two different types of requisitions in the system. There are Standard and Stock requisitions. Standard Requisition - Allows you to choose the approval group and any parts (inventory) in the system to be sent for approval to be purchased. Once the requisition has been approved, it will then...

Approval Groups are the different groups of users that can approve a requisition based on the group chosen. You can access Approval Groups under the Navigation Tab within the Requisitions section. Once on the “Approval Groups” list you can click the “Add New...

The Requisitioning Module is a feature within X3 where users can request to purchase parts, while approvers can decide whether or not to approve it and then create a purchase order. Approval Groups can be setup with users being either requisitioners or the approvers. Approvers can have set limits for the maximum dollar amount they are allowed to approve. Requisitioners...

From the Parts Detail View, you can display the transaction history of each part. Click on the History link to view the history below the field display. Adjustments, Issues, Returns, and Receipts will be displayed in the history. Adjustments always show as a...

The receipt screen offers you many options. Before receiving items you can change the unit cost and distribute additional costs over items. Packing slip information can be entered here as well. To change the unit cost, simply enter the new cost in the...

Invoices are entered against individual purchase orders. To enter any invoices received against a PO, open the purchase order and click on the Invoice tab. Click on the link Add to open the invoices form. Enter the information you need for your invoice and save the changes. ...

On the Navigation tab, there is a link in the Purchase Center called PO Receipts. Clicking this link will open the screen shown below. Active purchase orders can also be received using this menu choice. All open purchase orders will be listed in...

From the Navigation tab, click the link to Create Purchase Order. This link opens a blank purchase order form. The first step is to create the PO Header. PO Header Purchase Order tab PO No. can be entered...