Help on Purchase Request

The purchase request is raised for the procurement of material by the various organization units. The purchase request enables an organizational unit to initiate requirement of material or goods for consumption or sales. This Help page allows you to search and select a purchase request and transfer the same to the field in which it is required.

You can carry out the search using the purchase request number, location, range of created dates, type, status, ordering location and destination. The system retrieves all the purchase requests based on the search criteria entered. On confirmation, the selected purchase request is transferred to the required page.

Click the lens icon positioned next to the “Purchase Request #” field in the main page.

The “Help On Purchase Request” page appears.

The system displays the following field:

Date Format

The format in which the date fields are displayed, in this page. This format is displayed from the "User Preferences" business component based on the login user ID. In case the format is not defined, the system displays the date format from the "Enterprise Modeling" business component by default.

Enter the following fields in the “Search Criteria” group box, to search for a purchase request:

Purchase Request #	The number identifying the purchase request you need to retrieve (Alphanumeric, 18). You can enter the PR number in full or specify it partially using the “*” character. The system retrieves all the purchase requests whose numbers are similar to the number entered here. Leave this field blank to retrieve all the PR defined in the system.
PR Location	Use the drop-down list box to specify the location in which the purchase request is raised. The system lists all the organization units in which the “Purchase Request” business component is deployed and which interacts with the login organization unit. The system retrieves the purchase requests created in the selected organization unit. Leave this field blank to retrieve all the purchase requests irrespective of the location.
PR Date: From/ To	The starting date in the range of created dates from which the purchase request details must be retrieved (Date Format). The system lists all the purchase requests that are raised on or later than this date. The system sets the date one month prior to the current date by default. The ending date in the range of created dates till which the purchase request details must be retrieved (Date Format). The system lists all the purchase requests that are raised on or earlier than this date. The system sets current server date by default.
Buyer Group	Use the drop-down list box to select the buyer group to which the buyer is associated. The system sets the field to blank by default. The system lists all the Buyer Groups mapped to the Purchase Request document in the “Buyer Group” business component.
PR Type	Use the drop-down list box to specify the type of the purchase request you need to retrieve. The system lists all the PR types defined in the “Create Purchase Request” activity of the current business component. The system retrieves all the purchase requests of the type specified here. Leave this field blank to retrieve all the purchase requests irrespective of the type.
PR Priority	Use the drop-down list box to select the priority of the purchase request. The system lists the options “AOG”, “Critical”, “Expedite” and “Normal”. The system retrieves all the purchase requests of the priority specified here. Leave this field blank to retrieve all the purchase requests irrespective of the priority.
Destination	Use the drop-down list box to specify the location, which receives the requested part. The system lists all the organization units applicable for the transaction type “Goods Receipt”. Leave this field blank to retrieve all the purchase requests irrespective of the destination.
Status	Use the drop-down list box to select the status of the purchase request. The system lists the options "Fresh", "Cancelled", "Under Authorize", “Authorized” and “Short Closed”. By default the system leaves this field blank.
Ordering Location	Use the drop-down list box to specify the location from where the purchase order is raised for the part. The system lists all the organization units applicable for the transaction type “Purchase Order”. Leave this field blank to retrieve all the purchase requests irrespective of the ordering location.
Expense Type	Use the drop-down list box to specify the PR expense type. The system lists the values “Revenue” and “Capital” and leaves the field blank by default.

Note: Leave all the fields blank, to retrieve the purchase irrespective of the search criteria.

Click the “Search” pushbutton, to search for the purchase requests.

Note: The system retrieves all the purchase requests that are in “Authorized” status, having pending quantity greater than zero.

The system displays the following fields in the “Search Results” multiline, based on the search criteria entered.

Purchase Request #	The purchase request retrieved by the system.
PR Location	The organization unit in which the purchase request was raised.
P.R Date	The date on which the purchase request was raised.
PR Priority	The priority of the purchase request, which could be “AOG”, “Critical”, “Expedite” or “Normal”.
Status	The status of the purchase request, which could be "Fresh", "Cancelled", "Under Authorize", “Authorized” or “Short Closed”.
PR Type	The type of the purchase request, which could be “Owned”, “PBH”, “Others” or "Service".
Expense Type	The PR expense type which could be “Revenue” or “Capital”.
Buyer Group	A unique code that identifies the buyer group to which the buyer is associated
Order Location	The location from where the purchase order is raised for the part.
Destination	The location that receives the requested part.

Check the box in the “Select” column of the multiline to select a purchase request.
Click the “OK” pushbutton.