To find a Department or Account code when creating a Purchase Requisition in Purchase Plus, please follow the below steps,

  1. From 'Dashboard', go to [Documents] [Requisitions].

  2. Click on the green [+ Requisition] button on the top right-hand corner of the screen as below.

3. Fill out all fields in the below pop-up screen and click ['Save].

(Note - if this is a live Purchase Requisition to be sent to the Supplier, ensure the box entitled 'Send to Supplier' is ticked).

4. In the body of the new Purchase Requisition, click on the 'Department' drop down box, type the name of the Department or Account in the search field, as below.

(Note - at least three characters will be required to initiate a search). The 'Department' and 'Account' drop-downs will only show the first 25 results. Repeat for the Account drop-down field.

(Note - the Department and Account drop-downs in an Invoicing screen work the same way, except the fields are on the right-hand side of the screen).

Also, other reasons why the Department or Account codes cannot be located are;

  • The Department selected has been set up with restricted Accounts. Check out this article for more information Restricted Accounts information.

  • A User has access to multiple 'Child' Organisations. Please check that the correct 'Child' account is being used to raise the Purchase Requisition. If the User created the Requisition, and then switched Organisations, this might affect what Department or Account codes the Purchase Requisition has access to.

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