E10 Purchase Requisition Training.pptx

© 2020 Epicor Software Corporation
E10 Purchase
Requisition
Training

2
Contents
 Procure to Pay Process Overview
 Logging in to E10
 Requisition Entry Process
 Header, Comments, Lines, Attachments
 Requisition Approval Process
 Submit for Approval, Delegation of Approval, Email Approval Requests
 Receipt Entry Process
 Entering Packing Slip Number, Receiving PO Lines, Receipt Corrections
 Tips and Tricks

3
Procure to Pay Process

4
Logging in to E10
https://apps.epicor.com/Citrix/StoreWeb/
Input your Windows username and password

5
Citrix screen
>Click E10 icon

6
Requisition Entry menu in E10
 Select > Purchase RequisitionGeneral OperationsRequisition Entry

7
Requisition Entry Process

8
Requisition Entry – Summary Screen
 Select >File>New > New Requisition or
Hit file icon drop down and choose New
Requisition
 The fields will populate automatically
with your data from Ulti-Pro
 No changes needed on this screen
 Click on Header tab to go to the Header
Screen

9
Requisition Entry – Header Screen
► Change Ship to address as
needed
► Click on “Comments” to go
Comments Screen

10
Requisition Entry – Comments Screen
VERY IMPORTANT – the Comments entered here WILL NOT show up on the PO but will show up
on the approver emails. THIS IS WHERE YOU ENTER THE FOLLOWING INFORMATION:
1. Description of what you are purchasing, in AOP, length of contract, etc.
2. Reason for the purchase
3. Additional comments

11
Requisition Entry – Lines Screen
Select >File>New > New Line or click file icon drop down and choose
New Line
1. Requestor – The person who the PO is for – will determine the
P&L impact
2. Class – Enter Class – use drop down for valid Class, VERY
IMPORTANT – the Class determines the GL acct the PO is
charged to
3. Part – This is a unique user defined field – make sure each line
in a PO is different
4. Due Date – Date you need PO
5. Our Qty – enter quantity
6. Supplier ID – or click New Supplier (you will need a
completed W9 for a New Supplier
7. Unit Price – be careful over the /1 – if you hover over the field
it might change
8. GL Account- Will automatically populate
9. Click “Override” box to change the Dept/Location/Platform –
YOU CAN NOT CHANGE THE ACCOUNT OR COMPANY CODE
10. A PR can have multiple lines, Select >File>New > New Line or
click file icon drop down and choose New Line
11. Add Line Comments by clicking on the “Comment” –
Remember Line Comments will print on the Purchase Order
12. Attach files
1.
2. 3.
4.
5.
6.
7.
8. 9.
10.
11.

12
Requisition Entry – Attachments
 Right Click on Requisition or Line to
add an attachment or click on the
Paperclip icon
 Remember this is a Citrix login and
you will need to map your drive the
first time you go to attach a file (see
next slide for details)
 Attachments stay with the
requisition and do not get attached
to the Purchase Order.

13
Attach File – Map Drive first time
 Go to Attachments tab
 Doc Type: Purchase Requisition > Browse > Computer >
 Scroll down to Local Disk (C:) > Users > Select the folder
with your name > Select Desktop /My Documents/etc.
 Navigate to select the file you want to upload

14
Requisition Approval

15
Requisition - Submit for Approval
► Check - “Submit for Approval”
► Click on “Approval” to go to the Approval
screen
► Approval routing is based on HR system data
for the requestor
► The preparer will receive an email when the
PR has been fully approved
► NOTE: Make sure to fully review requisition
before “Submitting for Approval”. You can
unclick and make changes but when you re-
click an additional approval email will be
sent.

16
Requisition Entry-Approval Screen
► Approval Tree reads from the bottom up
► Approval Emails will be sent sequentially to
approvers
► Note: approvers do not need to approve
more than once – system will automatically
approve additional levels for the same
approver

17
Requisition Entry-Approval Emails (from Req@Epicor.com)
► Approval Tree- who needs to
approve the PR
► Approval Emails will be sent to
approvers (see next slide)
► Note: approvers do not need
approve more than once –
system will automatically
approve.
Approval Email
example
PR Fully Approved Email
example

18
Delegating your approval
► If you are going to be out of the office, you need to delegate
your approval authority (typically your immediate supervisor)
 Select Approval Delegation
 Enter User Name (network user
name)
 Select who to delegate to from
drop down
 Select Start and End Dates
 Save

19
After the PR is Approved
► After Purchase Requisition is approved, Purchasing (Austin
Fulfillment) will run a “PO Suggestion Job” in E10.
► Purchase Orders should be issued in E10 within 24 hours or less.
► Requestor will be sent an email with a copy of the PO.
► Questions or concerns regarding your Purchase Order contact
Austinfulfillment@epicor.com
► Remember to enter your PO receipts once you have received the
goods or services!!!!

20
Receipt Entry

21
Receipt Entry menu in E10
 Select > Purchase RequisitionGeneral OperationsReceipt Entry

22
Receipt Entry – search for PO
 Enter PO number or Click on PO field to Search

23
Enter Packing Slip Number
 Enter the Packing Slip number (limited to 20 characters). Press Tab.
If there is not a packing slip number, the following can be used (listed by preference):
 Invoice Number
 PO Number
 Brief description of item/service being received
 Click Yes to the Add New Confirmation

24
Receiving PO Lines
1. Click the File menu option, highlight New, and
select New Receipt Line. The Lines tab will now be
displayed.
a. Enter or search for the Line/Rel… number, this will
populate the Part information.
b. Edit the quantity if necessary
c. Click the Received checkbox
d. Click Save
2. To receive additional lines, click the File menu
option, highlight New, and select New Receipt Line.
Repeat the receiving process.
3. After all lines have been received click on the
Summary tab. The received items/services should
be displayed on the Received Lines tab. Verify that
the receipt is correct and click Save.

25
Receipt Corrections
Receipt corrections can only be performed if the receipt does not have an invoice applied (matched).
1. Select the company where the receipt should be edited.
a. Select/expand Main Plant
b. Select Purchase Requisition
c. Select General Operation
d. Select Receipt Entry
2. Enter or search for the PO number.
3. Enter or search for the Packing List number.
4. Click the Received Lines tab
a. Highlight the line that will be edited
b. Click on the Lines tab
c. Edit the quantity
5. To delete a receiving (unreceive): from the Received Lines tab, highlight the line, and click the Delete icon in
the tool bar. Click Yes to Delete the record.
5. Click Save

26
Tips and Tricks

27
Tips and Tricks
► Hit Tab not Enter to go to the next field
► Keep lists of Class names and supplier names handy so you do not
have to search each time you enter a PR.
► Save – SAVE- SAVE!!!
► Need Help? Send an email to PurchaseReqSupport@Epicor.com

E10 Purchase Requisition Training.pptx

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