US English (US)
AU English (AUS)
Log a Support Call RBC Website
English (AUS)
US English (US)
AU English (AUS)
  • Home
  • docs2me

WorkDesign - Submit a Purchase Request

Contact Us


Can't find what you're looking for?

Log a Support Call
  • HP
    HP Print HP Copy HP Scan HP Fax HP Apps HP Meters HP Other
  • Lexmark
    Lexmark Print Lexmark Copy Lexmark Scans Lexmark Fax Lexmark Meters Lexmark Other
  • Ricoh
    Ricoh Print Ricoh Copy Ricoh Scan Ricoh Fax Ricoh Meters Ricoh Other
  • DaaS
  • docs2me
  • ip2me
  • COVID-19
  • Recycling and Sustainability
  • Printer Monitoring
  • eMeters
  • Security
+ More

IN THIS ARTICLE:

  • Access the Purchase Request form
  • Submit the form
    • New supplier
  • Request Details
  • Additional information

Access the Purchase Request form

You can access and submit Purchase Request (PR) forms directly into WorkDesign from the following url:

https://...

Log in with your assigned credentials to access the PR form.

mceclip0.png

You'll be presented with the PR form once logged in.


Submit the form

Fill in the details  of the form as necessary.

PR_form.png

 

The following header fields are mandatory:

  • Required date
    • Date goods required by
  • Approval department
    • Determines the department user(s) who will approve the PR
  • Delivery location
    • The location the goods should be delivered to
  • Supplier information
    • New Supplier? 
      • If Yes - you will be prompted to enter the details of the New supplier.
      • If No - you will be prompted to choose an existing supplier from a drop-down list.

New supplier

If you select Yes from the New Supplier drop-down menu, a new section of the form will be revealed and you will be prompted to enter the details of the new supplier.

mceclip2.png

All details of the new supplier are mandatory.


Request Details

You must also fill in the request details of the PR, as line items.

mceclip6.png

All fields under Request Details are mandatory.

Entering the Tax Code, Qty (Quantity), and Unit Price will automatically calculate the Net, GST, and Gross for the line.

To add a new line, click the plus icon mceclip7.png at the top of the Request Details section (to the right of the Gross field).

To delete a line item, click the cross icon mceclip8.png at the far right of the line item.

Note: you can only delete lines from the bottom of Request Details. In other words, if there are multiple lines on the form, you must delete from the bottom-most line upwards, or alternatively, edit the preceding line items as needed. 


Additional information

At the bottom of the form, you can include any additional information as needed:

  • Notes
  • Delivery Notes
  • Quotes/attachments (up to three).

mceclip9.png

Once you have filled in all the details in the form, scroll to the bottom of the page and press the Submit button.

mceclip10.png

The form will be submitted to WorkDesign and will automatically enter the Purchase Request Workflow.


Need further help?

Log a Support Call

Was this article helpful?

Yes
No
Give feedback about this article

Related Articles

  • WorkDesign - Purchase Request Workflow
  • Instruction - Clearing the browser Cache - Chrome


See our Privacy Policy

1300 857 164     CONTACT US

Brisbane

RBC Group Brisbane

1 Mayneview Street
Milton QLD 4064

PO Box 199
Paddington QLD 4064

Gold Coast

RBC Group Gold Coast

1/22 Harvest Court
Southport QLD 4215

PO Box 4
Ashmore City LPO
Ashmore QLD 4214

Melbourne

RBC Group Melbourne

Unit 1, 20-22 Gardiners Rd
Notting Hill VIC 3168

Sydney

Interactive Australia

Tower B
39 Herbert St
St Leonards NSW 2065


Knowledge Base Software powered by Helpjuice

Definition by Author

0
0
Expand