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Tooling Purchase Request

1.1 Add Tooling Purchase Request​

Add a Tooling Purchase Request – Step-by-Step:​

Step 1: Reach the Tooling Purchase Request Section
From the main side menu click on "Tooling" then go to "Operation" and finally choose "Tooling Purchase Request".
This will open the Tooling Purchase Request Search page.

Step 2: Add a New Request
On the top-right of the Tooling Purchase Request Search page click "Add Purchase Request".

Step 3: Fill in Details

  • Supplier:
    1. Existing Supplier → Uncheck New Source Supplier. A dropdown will appear → Select the supplier.
    2. New Source Supplier → Check New Source Supplier. A text field will appear → Enter supplier name manually.
  • Purchase Request Number [Mandatory]: System-generated (non-editable).
  • Purchase Request Date [Mandatory]: Automatically populated with the current date.
  • Purchase Request Status [Mandatory]: Auto-set to NEW.
  • Department [Mandatory]: Select from the dropdown.
  • Purpose of Requirement [Mandatory]: Enter a brief reason for the requirment.
  • Remarks [Optional]: Additional notes/comments.
  • Requested By: Auto-populated with the logged-in user.

1.1.1 Add Line Items​

Fill in the item details:

  • Type [Mandatory]: Select from dropdown.
  • Product [Mandatory]: Select a product (dependent on selected type).
  • Quantity [Optional]: Enter required units.
  • Unit [Optional]: Select unit of measurement (e.g., pcs, kg, meters).
  • Due Date [Mandatory]: Enter/Select the required date from the Date Picker.

Add → To add the item to the request.
Clear → To reset the line item fields.

Finally, click Save as Draft to save without submitting.

1.2 Search Tooling Purchase Request​

Search a Tooling Purchase Request – Step-by-Step:​

Step 1: Start Searching
On the Tooling Purchase Request Search page, filter by:

  • Supplier: Select from dropdown.
  • Purchase Request Number: Enter request number.
  • Purchase Request From & To Date: Specify range.
  • Department: Filter by department.
  • Status: Select (NEW, APPROVED, REJECTED).
  • Due From & To Date: Specify due-date range.
  • Only New Source Supplier: Check to show only requests with new suppliers.

Step 2: See Results

  • Click Search → To display matching results.
  • Click Clear → To reset filters.

1.3 Edit Tooling Purchase Request​

Edit a Tooling Purchase Request – Step-by-Step:​

Step 1: Find the Record
Search using filters on the Tooling Purchase Request Search page.

Step 2: Start Editing
From the results, click View/Edit next to the request.

Step 3: Edit Details
On the Edit Tooling Purchase Request page, update the details as required.

Step 4: Save Changes
After reviewing your edits, click Submit to save the updates.

That’s it! You have learned how to ADD, SEARCH, and EDIT a Tooling Purchase Request using the DMeX app.
If you need help, contact the support team.