The Home Page can be accessed by selecting the 
button available on various forms within the Purchasing module.
The Home Page can also be accessed via the Purchasing menu by selecting the CP Home option on the Purchasing menu:
Then the CP Home Page option:
The Purchasing Central Home Page will then be displayed:
This screen provides the following details and options:
- The top section of the Home Page:
This section provides the following details:
- Department: This will display your default Department, which can be amended, if required.
Please note: If you create Requisitions for more than one Department, you should check this field on your Home Page prior to creating Requisitions to ensure the correct Department is selected in this field. Otherwise you run the risk of creating Requisitions for the wrong Department.
- Section: This will display your default Section, which can be amended, if required.
Please note: If you create Requisitions for more than one Section, you should check this field on your Home Page prior to creating Requisitions to ensure the correct Section is selected in this field. Otherwise you run the risk of creating Requisitions for the wrong Section.
- Transaction Date: This will default to today's date, which can be amended, if required. This will be the date that is added to any transactions you create in the Purchasing module. This Year and Period details will reflect the date in the Transaction field, i.e. 17/07/2018 is in Year 2017 Period 11 - if the Transaction Date was changed to 17/08/2018, the Year and Period details would change to Year 2017 Period 12.
- GL Date: This will default to today's date, which can be amended, if required. This will be the date that the transaction is added to the General Ledger. As per the Transaction Date field, the Year and Period details will reflect the date in the GL Date field.
- The left section of the Home Page:
This section provides the following details:
- Current Location: The field under this heading will display your current Location, which can be amended, if required.
- Quick Search: This search facility allows you to quickly search for a Supplier or a Product that you have access to.
- Requisition Classes: The most recent Requisition Classes that you have used will be listed under this heading. Clicking on one of the Requisition Classes listed will open the Requisition Class in the Requisition screen allowing you to add the required Product Class. This in effect is a short cut to this screen. Further details on how to create a Requisition are further detailed in the Creating a Requisition section.
- The middle section of the Home Page:
This section displays your current transactions - where a number appears, clicking on it will open a screen with a Grid displaying these particular items. In the above example clicking on the 10 (Awaiting Approval) will open a Requisition - For Your Approval screen with a Grid displaying the items awaiting approval.
These are short cuts to your various transactions.
- The right section of the Home Page:
This section provides the following details:
- Messages: Your message, if any, will appear under this section.
- Recent Pages: A list of pages that you have recently accessed within the Purchasing module will be listed under this heading. These are short cuts to these pages. Clicking on one of the pages listed will open that particular page. In the above example clicking on Enter Requisition will open the Add Requisition form where you can create a Requisition.
