Overview of the IRIS Purchasing Home Page

The IRIS Financials PurchasingHome page provides access to all the functionality within the application.

The icons available depend on your access level and may therefore be different from the previous graphic.

If you prefer, the same functions can be accessed from the Purchasing menu.

Select this icon to access any available settings.
This icon is applicable to System Administrators and is used to check and assign licences.
This icon is applicable to System Administrators and is used to check which users are currently accessing IRIS Purchasing and, if required, to automatically log out these users.
Displays the currently logged in user and provides access to their account options.

Select this icon to create a requisition. Your establishment/organisation may have a different system for purchase requisitions, which is used instead.

Once added, the requisition needs to be authorised before progressing to the purchase order stage.

Select this icon to create a purchase order. You can either create a new purchase order or progress a requisition that has been entered into the system and subsequently authorised.

Select this icon when the goods have been received. This generates a goods received note (GRN) from the applicable authorised purchase order, enabling you to check that the correct goods have been received.

Select this icon to create an invoice. This function should be carried out once the supplier invoice has been received. This process creates an invoice in IRIS Purchasing and creates a POIN (Purchase Order Invoice) in IRIS Financials, so that the invoice can be paid.

Select this icon to write off items included in an authorised requisition. For example, if a supplier had insufficient stock of the items requested. This process reduces the expected quantity and creates two purchase orders – one order for the items that have been written off (given a status of WOFF) and one for the items that the supplier has stock of.

Select this icon to write off items included in an authorised purchase order. For example, if a supplier had insufficient stock of the items requested. This process reduces the expected quantity in the purchase order and creates a GRN for the items that could not be supplied. A GRN can then be created for the goods that can be supplied at a later date, once received.

Select this icon to search for any document in IRIS Purchasing. A wide range of search criteria are available to limit the results returned. It is also possible to save searches to a favourites list.

Select this icon to authorise requisitions or purchase orders. You are notified by email if a document requires authorisation. Alternatively, select this icon to view any documents requiring authorisation. Applicable access levels must be set in order for you to authorise documents.

Select this icon to run and view reports within IRIS Purchasing.