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Costing

The Costing option enables a nominated cost provider to review a list of Submitted requisitions and update the supplier, inventory and pricing information prior to marking them as Costed and submitting them to the Approval process.

Selecting the Costing option in your Dashboard will display the Requisition Costing list.

requisitions_costing

Use the icon to edit an item.

requisitions_costing

From the Requisition Costing List, use the items menu to expand the options available for performing the costing process.

requisitions_costing

The Item Menu presents actions that can be taken during the costing process.

Item Menu Options

View

Opens a view of the requisition.

Process

Process presents a view of the position of this requisition within its approval process. requisitions_current_cancel

Costed

Open the costing view with the Action set to "Cost Information Completed".

requisitions_costing

The user can enter notes on the costing which will be added to the requisition history. They can also enter a Costing Reference, which would typically be a supplier quotation reference.

Once confirmed, the requisition will continue to the Approval stage.

Uncosted

Open the costing view with the Action set to "Unable to provide Costing Information".

The user will be required to enter notes explaining why it has not been possible to cost the requisition, which will be added to the requisition history. Once confirmed, the requisition will be returned to the submitter and will not progress to the Approval stage.

History

Displays the history of the requisition.

requisitions_current_history

Comments

Displays all comments that have been added to the requisition and enables you to add new comments. Comments can be added to a requisition at any stage.

requisitions_current_comments

Attachments

Enables you to view the files (e.g. images, PDF documents) attached to the requisition.