Canvass Summary

To create a new transaction in Canvass Summary, go to Inventories Module. Click the drop down and look for Canvass Summaries. Click My Canvass Summary and then click Create Canvass Summary.

Note

Approved transactions created in Purchase Requisition will appear in Canvass Summary.

Click the add button. The (x) button represents cancellation of transaction.

Fill up the following fields:

Document reference - indicate the supporting documents or basis for creating a new transaction in Canvass Summary.
Vendor - indicate the vendor whether it is an individual or company. You can fill up the field for three vendors.
Term - indicate the agreed payment terms with your chosen vendor.
Unit Cost - indicate price or amount of inventory per unit.
VAT - indicate the VAT Rate.

Click the save button located in lower right side to save the transaction created.

This button represents file attachment - you can attach file or document that supports your need for creating a record in purchase requisition. Note: PDF file or image file are the only file attachment that is accepted, excel files are not allowed as this can be changed or altered.
This button is for editing purposes.
This button is for removal of record that have been created in purchase requisition. Once you click this button, the record that you have been created will be deleted.
Click this button to submit the record that you have created. The status of the record that you have created will not changed to “checked status” if you will not click this button and the assigned checker will not be able to check this record.

This button represents file attachment - you can attach file or document that supports your need for creating a record in purchase requisition. Note: PDF file or image file are the only file attachment that is accepted, excel files are not allowed as this can be changed or altered.
This button is for checking of the transaction that has been created
This button is used to return the record that have been created if the assigned checker saw a mistake or wrong information in the records that have been created.

In the image above, in the lower left side, Submitted and Checked Status were indicated as well as the person who submitted and checked the transaction created. The date and time when the transaction is submitted and checked were also indicated.

This button represents file attachment - you can attach file or document that supports your need for creating a record in purchase requisition. Note: PDF file or image file are the only file attachment that is accepted, excel files are not allowed as this can be changed or altered.
This button is used to approve the transaction.
This button is used to return the transaction that have been created if the assigned checker saw a mistake or wrong information in the record that has been created.
This button is used to cancel the transaction.

Once the transaction created in Canvass Summary is approved, “Create PO” Button will appear. Click the Create PO Button to automatically create a transaction in Purchase Order Module.