How to set up an approval process for picking requisitions

The approval process for setting up a picking requisition is as follows:

Step 1: Log in to the CRM with the administrator, enter the Control Panel - > the approval process, select the Contract Order module, and enter the trial process list of the Contract Order module.

Step 2: Click "Add Approval Process" to enter the Create Approval Process page.

Step 3: Click the "Add Approval Step" button to enter the Create Approval Step page.

Step 4: Repeat the third step to create 3 approval steps in turn, the approval of the branch sales manager, the confirmation of legal affairs, and the approval of the general manager.

Step 5: After creating the contract order, click the "Approve" button and select the approval process to submit.

Step 6: The person in charge of the approval process of company xx will receive an approval notification after logging in to the system, or you can see the unapproved and approved records in the My Approval Center in the upper right corner. 、

Step 7: Click on the unapproved record to enter the interface of contract order information, and click the approval button. In the Approval window, you can quickly view the details of the approval process and the approval history. The setup is complete.

The approval process for setting up a picking requisition is as follows:

1. Find the person in charge of the procurement to apply and determine the number and model of the goods required.

2. Find the responsible supervisor and manager to sign.

3. Purchase order and payment.

You can see that there is an extension setting in the properties window of the review activity, and there is a notification below, that is, the objects of the notification after the level of approval are those who are there, and this must be the initiator.

Sometimes there is a lag time, such as waiting for a few minutes after Level 1 approval and then logging in to the software with the initiator permission to see if there is a notification, in fact, you can also see the message in the "Review". You can also see if you can send a notification to the sponsor after the final approval.

The recommended answer is clear.

Summary. Dear, hello, the picking list is the original voucher for the material to be picked and issued. A picking list is a one-time valid picking document.

Each time a material is used, a picking list should be filled. According to the production material plan, the picking unit fills in the picking list and picks the materials. After the picking list is signed and sealed by the person in charge of the picking unit, it is sent to the warehouse for material issuance.

When receiving, the material warehouse keeper and the picking personnel jointly check the quantity, variety and quality of the requisitioned materials, and after checking, both parties sign and seal on the picking list to prove the completion of the picking procedures. Picking a single type of number of copies, one of which is brought back by the picking unit after the picking, a joint warehouse after the material is retained, as the basis for the registration of materials to keep the detailed account, a copy by the warehouse to the accounting department, as a registration material ledger and the preparation of the voucher summary table for use.

In order to clarify the responsibility for the use of materials, in addition to the signature of the recipient, the signature of the person in charge and the signature of the custodian are also required.

When the picker picks up the required materials in the warehouse with the picking list, the inventory management personnel confirm and issue a shipping bill to receive the materials.

How to fill out the picking list.

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Dear, you Sakura Dou good, the picking list is the original voucher for the receipt and issuance of materials. A picking list is a one-time valid picking document. Each time a material is used, a picking list should be filled.

According to the production material plan, the picking unit fills in the picking list and picks the materials. After the picking list is signed and sealed by the person in charge of the picking unit, it is sent to the warehouse for material issuance. When receiving, the spine grinding material warehouse keeper and the picking personnel jointly check the quantity, variety and quality of the requisitioned materials, and after checking, both parties sign and seal on the picking list to prove the completion of the picking procedures.

Picking a single type of number of copies, one of which is brought back by the picking unit after the picking, a joint warehouse after the material is retained, as the basis for the registration of materials to keep the detailed account, a copy by the warehouse to the accounting department, as a registration material ledger and the preparation of the voucher summary table for use. In order to clarify the responsibility for the use of materials, in addition to the signature of the recipient, the signature of the person in charge and the signature of the custodian are also required. When the picker picks up the required materials in the warehouse with the picking list, the inventory management personnel confirm and issue a shipping bill to receive the materials.

1. The picking list should be filled in one by one, that is, a raw material should be filled in a document, generally in quadruplicate. The picker needs to indicate the warehouse, time, material number, name, specification, unit, quantity requested, and description of the use of the material on the picking list, and seal it at the "picking department", sign or seal it at the "picker", and after the approval of the approver's signature, hold a quadruplicate to the warehouse to apply for the use of materials.

2. If there are materials requested in the warehouse inventory, the warehouse keeper fills in the actual quantity, and signs or seals at the "issuer", and returns the fourth copy to the person who pretends to be the recipient for the bottom. The warehouse keeper should pass the first to third copies to the warehouse bookkeeper in a timely manner.

3. The warehouse bookkeeper fills in the unit price and amount on the triplicate picking list, and keeps the third copy at the bottom to register the account books.

Picking lists. The picking list should be filled in "one material and one order", that is, a raw material should be filled in a document, generally in quadruplicate. The first copy is the stub copy, and the picking department is kept for future reference; The second copy is the bookkeeping copy, which is retained by the accounting department as the basis for the accounting of outbound materials; The third copy is the custody copy, which is kept in the warehouse as the basis for the material ledger; The fourth joint is the business unit, and the ** department is retained as the basis for material ** statistics.