Raise a new Purchase Approval

Why raise a new purchase approval? 

A purchase approval ensures that all purchases are approved by the appropriate authority before any orders are placed as this helps the purchasing team to check the budget, maintain control over spending, and track stocks. 

How to raise a new purchase approval? 

1. Search for Wiise Purchase Approval Worksheet on the top right-hand corner of the page. Select the relevant task. The page displays. 
2. Select a new row to start a new request. Update the following fields. 
   
   1. Item No.: From the drop-down menu, select the item you’re going to purchase. Select OK to continue.  
   
    
   1. Update the Quantity field.  
   2. Assign a Unit of Measure Code. This identifies how your item is measured and whether you want it in pieces or hours. By default, a Unit of Measure Code of the item is filled in. 
   3. Assign the Location Code. This is the location where the ordered items will be registered in the inventory. 
   4. Assign a Priority level of the requested item. From the drop-down menu, you can select Low, Normal or High. 
   
   Note: The Direct Unit Cost field will only populate for items that have been requested at least once before and the Purchase Order has been invoiced. For items being requested for the first time, the Direct Unit Cost field will show a default value of 0. Here’s how you can get around this: 
   1. You can set the purchase price for items without a purchase history using the Purchase Price functionality in Wiise. 
   2. Alternatively, you can approve the purchase approval without the unit cost and manually update the purchase order with the appropriate amount. 
   
   Note: If the purchase approval relates to specific dimensions, select Line, then select Dimensions. You can select any dimensions that apply such as Department or Area. 
   
   Note: If required, you can add any additional comments for the approver here. Select Line, then select Comments. 
3. When the purchase approval is ready, select the worksheet line, then select Request Approval to submit your request. 
   
   
4. A message prompt displays to confirm ‘Do you want to Request Approval for the selected lines?’ Select Yes to continue or No to stay on the page.  
   
   Note: You can select multiple lines from the worksheet to submit more than one purchase approval for approval. 
5. When the requestor submits a purchase approval, the status of the worksheet line will change from New to Requested. 
6. A new action tile titled Purchase Approval Request to Approve will appear on the approver's Wiise landing page. 

What’s next? 

Find out how to how to approve or reject a purchase approval.

Need more help?  

No problem, that's what we're here for. Reach out to support@wiise.com anytime you can't find what you're looking for.