ERP PR raising and GRN Workflow

Purchase Requisition (PR) – Requesting Materials

1. Browse Remote Desktop Connection for those who’re out of the office. You can use
Dynamic NAV software if you’re in the office.

2. Use your computer login credential

3. Click “Yes” to proceed

4. Launch Dynamic NAV in the remote server.

5. This is the home screen after login. The display will not be always the same with one another
since the access grant to each person is different.

6. To raise PR, first you need to select which the project. Departments > Jobs > Jobs
7. You will see the list of projects. Choose the project you want to request material for.

8. Then, choose Job Task No, where your material is registered.

9. Click “New” to create a request a new material.

10. Select No, Variant Code, Location Code, Unit of Measure Code, Quantity, Quantity base, and
Make sure you check the box “To Approve” so that Project Manage can proceed with your
request.

11. After you complete filling up the material list, you need to filter out the list you requested so
that Project Manager will know which material to Approve. Filter Out by “Planning Date” will
help you to filter the list of material you requested for that particular day.
12. After you filter out, you can let the Project Manager notice by either sending as an email
attachment to him if you are in the office or you take a screenshot of the screen as below
and send it to him.
 Good Receive Note (GRN)
1. To do the GRN, first you need to look for your Purchase Order (PO) under Departments >
Purchase > Planning > Purchase Orders.

2. You can search your PO by filtering with No(Purchase Order No).

3. Your PO will not be marked as completed since you haven’t filled up your GRN. “Double
click” the PO to launch.

4. You need to fill up the Vendor Shipment No (i.e. Delivery Order – DO)
5. Make sure you Key in the Quantity you only “Receive”.
6. After you completed, you click on “Post” and choose only “Receive”. Finance department
will fill up invoice. You only need to choose “Receive” only.