Purchase Requisitions Dashboard
The Purchase Requisitions dashboard is where you'll find a list of all Purchase Requisitions in the system, each displaying important details such as the PR Number, name, Zone, delivery date, expiry date, status, and what the Purchase Requisition is linked to.
Quick action icons let you easily edit or delete any Purchase Requisitions.
To help you find specific Purchase Requisitions quickly, a search bar is available at the top of the screen.
You can add new Purchase Requisitions from the upper right of the dashboard.
💻Dashboard:
The Purchase Requisition Dashboard Explained
There are three major areas of the dashboard:
- Search - this is where you can search purchase orders.
- Purchase Requisition list - this is where your Purchase Orders are displayed.
Search
Use the Search field to locate a Purchase Requisition from the list based on your searched term.
The Linked To column will display what a Purchase Requisition is linked to - clicking on the text in this column will take you to the Linked To object, the Job.
💻Purchase Requisitions:
Purchase Requisitions in Prestartr
.png)
The following sections will help guide you through how to manage Purchase Requisitions
There are settings associated with Purchase Requisitions - see Finance Catalogue for more details on these settings and how to configure them.
✎Edit
To edit a Purchase Requisition, click the pencil icon on the far right of the purchase requisition list.
It will navigate you directly to the edit mode of the desired Purchase Requisition.
On the Edit Purchase Requisition screen, you have access to a multitude of options:
- Supplier
- Supplier Address
- Contact Name
- Attention To
- Address
- Delivery Date
- Purchase Requisition Expiry
While editing a Purchase Requisition you can also add Attachments, Line Items, and Line Headers.
Statuses
Draft
Purchase Requisitions, when created, are set to the Draft status. When it is ready to be progressed, you can mark it as confirmed. Click the button “Submit Purchase Requisition” to update the status.
Pending Approval
When an Purchase Requisition is set as Confirmed, you can either Reset to Draft, or Approve Purchase Requisition.
Approved
The status is updated to Approved when you use the Approve Purchase Requisition button. An Approved purchase requisition cannot be reset to Draft or Pending Approval.
Overdue
The status is updated to Overdue when the Expiry Date has passed.
🗑Delete
To delete a Purchase Requisition, click the rubbish icon on the far right of the Purchase Requisition list.
You will be prompted to confirm the deletion.
A deleted purchase requisition is removed entirely and cannot be retrieved.
While Viewing or Editing a Purchase Requisition, click the rubbish icon next to Print to Delete the purchase requisition.