In this guide, we will show you how to raise a Purchase Request in the MAT Finance Module. This would be used prior to creating a Purchase Order, mainly in larger schools with multiple Budget Holders.
Access: The minimum permissions required to access this feature are found in the Finance Module of Config>Setup>Roles & Permissions.
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From the left Menu, go to Finance>Procurement>Request.
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Once the page loads, complete the mandatory fields within the Request (Supplier, Delivery Address and Date).
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Now press Add New Record at the bottom to create the first line of the Order.
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The bottom of the page will change and you will be able to enter further details.
Complete the fields; Cost Centre / Ledger Code / Description / Unit Cost / Tax Code then press the tick at the end.
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If more items are required, press Add New Record again and repeat the above step.
Once the Order is complete, press Post.
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This will then be sent to the relevant Budget Holder (See Workflow Guidance) to authorise and you will receive a success notification.
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