Selecting purchase request for modification

This page allows you to select the purchase request for modification. Tell me more.

Select the “Cancel / Edit Purchase Request” link under the “Purchase Requisition” business component.

The “Select Purchase Request” page appears.

The system displays the following:

Date Format

The format in which the date fields are displayed in this screen. 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 in “Direct Entry” group box, if you know the number of the purchase request to be modified:

Purchase Request #

The number identifying the purchase request to be modified (Alphanumeric, 18).

Select the “Edit Purchase Request” link provided alongside, to modify the purchase request.

Note: Purchase Requests that are in the “Authorized” or “Canceled” status cannot be modified.

Enter the following in the “Search Criteria” group box to search for a purchase request. Data entry in the following fields is optional.

Action	Use the drop-down list box to specify the action which could be either “Edit PR” or “Amend PR”. If “Edit PR” is selected, the system displays the “Cancel Purchase Request” pushbutton and the “Reason” and “User Status” fields in the multiline. By default, the system displays “Edit PR”.
Status	Use the drop-down list box to specify the status of the purchase request. If the “Action” is set as “Edit PR”, the system lists the values Draft”, “Fresh” or “Returned”. By default, the system leaves the field blank. If the “Action” is set as “Amend PR”, the system lists and displays “Authorized” by default.
Purchase Request #	The number identifying the purchase request to be modified or cancelled (Alphanumeric, 18). You can enter the PR number in full or specify it partially using the “*” character. The system retrieves all the purchase requests in which the PR numbers are similar to the number entered here.
PR Date: From/ To	The starting date in the range of purchase request dates from which the purchase request details must be retrieved (Date Format). The system lists all the purchase requests that are raised later than this date. The date entered must be in the same format as displayed in the “Date Format” field and must be lesser than or equal to the system date. The system displays the current system date by default. The ending date in the range of purchase request dates until which the purchase request details must be retrieved (Date Format). The system lists all the purchase requests that are raised earlier than this date. The date entered must be in the same format as displayed in the “Date Format” field and must be lesser than or equal to the system date. The system displays the current system date by default.
PR Type/ PR Priority	Use the drop-down list box to specify the type of the purchase request to be modified. The purchase request can be of the following types: Owned – If the PR is raised for parts owned by the organization unit. PBH – If the PR is raised for parts that are covered under PBH agreement. Others – If the PR is raised for parts owned by others. Service – If the PR is raised for a service. The system leaves this field blank by default. Use the adjacent drop-down list box to select the priority of the purchase request. All the active priority codes defined under Manage Priority Codes in Logistics Common Master are available for selection. The system defined values are “AOG”, “VLOW”, and “Normal” The user-defined values are also displayed. A few examples of user-defined values are “Expedite”, “Critical” etc.
PR Category/ User Status	Use the drop-down list box to specify the category of the purchase request to be modified or cancelled. The system lists all the “Active” PR categories defined in the “Create Common Category” activity in the Logistics Common Master business component. The system leaves this field blank by default. Use the drop-down list box to specify the user defined status of the purchase request to be modified. The system lists all the “Active” user statuses defined in the “Create User Status” activity in the “Logistics Common Master” business component. The system retrieves all purchase requests that are in the user-defined status similar to the status selected here. The system leaves this field blank by default.
Buyer Group	Use the drop-down list box to select the buyer group with which the purchase order is associated. Note: 1. If the “Buyer Control” option for the Category “Purchase Request” is set as “Required” in the “Set Purchase Options” activity of the “Logistics Common Master” business component, the Buyer Group drop-down list box is loaded with values that satisfy all the following conditions: Buyer groups that are in “Active” status Buyer groups that are mapped to the login user as a buyer of type “Primary” or “Secondary” and Buyer groups that have rights for Purchase Request document in the “Buyer Group” business component. 2. If the option “Buyer Control” for the Category “Purchase Request” is set as “Not Required” in the “Set Purchase Options” activity of the “Logistics Common Master” business component, the Buyer Group drop-down list box is loaded with all the buyer groups mapped to the Purchase Request document. 3. All purchase requests created with a buyer group and other purchase requests without any buyer group are retrieved, if the option "Specific Buyer Group based PR search” is set as "1" i.e., Include PR without a Buyer Group in the “Purchase Option Settings” activity under the “Logistics Common Master” business component. 4. Only purchase requests created with a buyer group are retrieved, if the option "Specific Buyer Group based PR search” is set as "1" i.e., Exclude PR without a Buyer Group in the “Purchase Option Settings” activity under the “Logistics Common Master” business component.
Part #/ Mfr. Part #	The number identifying the part for which the purchase request to be modified, is raised (Alphanumeric, 18) or the number provided by the manufacturer of the part. You can enter the part number in full or specify it partially using the “*” character. The system retrieves all the purchase requests containing part numbers similar to the number entered here.
Part Type	Use the drop-down list box to specify the type of the part for which the purchase request to be modified, is raised. The system provides the options “Raw material”, “Component”, “Expendable”, “Tool”, “Consumable”, “Kit” and “Miscellaneous”. The system leaves this field blank by default.
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.
Created by	The login ID of the user who created the purchase request (Alphanumeric, 30).
Expense To	Use the drop-down list box to specify the financial book available for the company requesting the purchase. The system lists all the “Active” Finance Book available for the company and mapped to the login organizational unit as defined in the “Account Group” business component. The system leaves the field blank by default. The system ensures that the Purchase Request Type is “Service”, if a value is entered in this field.
Purchase For	Use the drop-down list box to specify for whom the purchase request is required. The system defined values are as follows: Self Customer In the editable field alongside, enter the code of the trading partner for whom the purchase request is required.

Click the “Search” pushbutton to search for the purchase request.

The system displays the following in the “Search Results” multiline.

Purchase Request #	The purchase request retrieved by the system.
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”.
PR Category	The category of the purchase request.
PR Type	The type of the purchase request, which could be “Owned”, “PBH” or “Others”..
Expense Type	The PR expense type which could be “Revenue” or “Capital”.
Buyer Group	A unique code that identifies the buyer group with which the purchase request is associated.
Expense To	The financial books available for the company requesting the purchase
Created By	The login ID of the user who created the purchase request.
Status	The status of the purchase request.

Enter the following:

Reason	If you wish to cancel the purchase request, enter any comments or remarks regarding canceling the purchase request in this field (Alphanumeric, 255). Data entry in this field is mandatory, if the PR is selected for cancellation.
User Status	Use the drop-down list box to change the user defined status of the purchase request to be cancelled. The system lists all the “Active” user statuses defined in the “Create User Status” activity in the “Logistics Common Master” business component.

The system displays the following:

Purchase For	The MRO or the customer for whom the purchase request is required.
Trading Partner	The name and the code of the trading partner defined in the Customer Master business component.

Check the box in the “Select” column of the multiline to mark the purchase request for cancellation.
Click the hyperlinked purchase request number in the multiline, to modify the purchase request details.

Canceling the purchase request

Click the “Cancel Purchase Request” pushbutton to cancel the selected purchase request.

Note: This action is workflow-enabled. Notification messages can be sent as per the settings you have defined in the "Workflow Management" business component.

The system updates the status of the PR to “Cancelled”.

Selecting purchase request for modification – An overview

This page allows you to select the purchase request for modification. You can also cancel the selected purchase request in this page. You can directly enter the purchase request number if you know the number, or you can carry out a search using the PR number, supplier code, date, category, status and the part details. The system displays the purchase request details in the multiline. You can also view all the part details of the purchase request.

You can modify or cancel only those purchase requests, which are in “Draft”, “Fresh” or ”Stage” status.

The system updates the status of the PR to “Cancelled” after cancellation.