Set up Wiise Purchase Approvals 

Why set up Wiise purchase approvals? 

Wiise purchase approvals streamlines and controls the procurement process of staff amenities, small office or warehouse related purchases that users would normally complete. These purchases may not have the controlled workflow that is used in your business today.  The Wiise purchase approval allows users to track these purchases and ensure that appropriate approvals are in place. 

How to set up Wiise purchase approvals? 

1. Select the Purchasing navigation menu on your Wiise landing page. Then, from the drop-down menu, select Wiise Purchase Approval Worksheet.  
   
   Note: If you can’t see the Purchasing menu option, 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.   
    
3. Fill in the following fields. Hover over the field names to find out their description. 
   1. Item No.: Select the item to purchase.  
   2. Description: The default item description is displayed. You can update a detailed description for the purpose of the entry.  
   3. Quantity: List how many units of the listed item or resource you require. 
   4. 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.  
   5. Direct Unit Cost: Specify the cost of one unit or resource. This is the expense that can be directly traced to the production of a single unit of a product. These costs are specifically associated with manufacturing that item. 
      
      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: You can set the purchase price for items without a purchase history using the Purchase Price functionality in Wiise.  
   6. Alternatively, you can approve the purchase approval without the unit cost and manually update the purchase order with the appropriate amount. 
   7. Total Unit Cost: Specify the cost of one unit or resource. Total Unit Cost encompasses all costs associated with producing a single unit of a product.  
   8. Location Code: This is the location where the ordered items will be registered in the inventory.  
   9. Vendor No: Identify the vendor who will ship the items in the purchase order. 
   10. Department Code and Project Code: If the purchase approval relates to specific dimensions, update the dimensions to the entry on these fields. 
   11. Priority: From the drop-down menu, you can select Low, Normal or High.  
       
       Note: The Status, Purchase Order Status, and Purchase Order Number fields update automatically when processed and connected to a related purchase order. 
       
       Note: To add comments, go to the Lines menu and select Comments. 
4. When the Wiise purchase approval is ready, select the worksheet line, then select Request Approval to submit your request.  
    
5. 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.  
6. When the requestor submits a purchase approval, the status of the worksheet line updates from New to Requested.  
7. A new action tile Purchase Approval Request to Approve appears on the approver's Wiise landing page.  

What’s next?  

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

If you have any questions, please reach out to support@wiise.com