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OK- 03.1 - Le flux de la DA projet

centre de formation

Created on May 29, 2023

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Transcript

Purchase requisition for a project

Chapter 2

In this chapter, we will look at how a purchase requisition is created as part of a project. First of all, we will position the purchase requisition and the role of the requisitioner within the project purchasing process at SAVOYE. Next, we will see that the IFS flows for creating a purchase requisition for a service and for creating a purchase requisition for project materials are not the same. In the last part of this chapter, we will look at the project purchase requisition for materials.

Chapter 2: Project purchase requisition

Purchase requisition types

At SAVOYE, we differentiate between several types of purchase requisition, depending on the situation. Before creating one in IFS, make sure you understand the context of the requisition, as a purchase requisition for a resource center will not be carried out in the same way as a purchase requisition for a project. Click on the blue boxes to see some examples.

Chapter 2: Project purchase requisition

Let's take a look at the different steps of a project procurement process. You can also see which steps are performed in IFS, and who performs each action.

Submission to procurement

Supplier quotation collection

Drafting of the specifications

Supplier selection

Approval of the request

Order validation and submission

Purchase request creation

Conversion to purchase order

Receipt

Payment validation

Order acknowledgment

Performed by the requester
Performed by the supplier
Performed by the purchasing department
Performed by the requester's manager

Chapter 2: Project purchase requisition

Out of these 5 actions, 3 are carried out in IFS by the requester. Which actions?

Fill out the specifications

This is done outside IFS before the request is made.

Fill out the purchase request

Convert into purchase order

This action will be performed by the purchaser.

Validation of the delivery

Rédiger le bon à payer

Next !

Question

Click on the correct answers.

Chapter complete !

In this activity, we discovered the flow of a procurement process as part of a project at SAVOYE. In the next activity, we'll learn how to create a purchase requisition for project services and materials using IFS.

May your learning path be paved with happiness and prosperity!

Chapter 2: Project purchase requisition