A Purchase Requisition is a document submitted by an employee to request the purchase of goods or services on behalf of the company. These purchases may be for business operations, inventory, or to manufacture supplies for sale. Submitting a purchase requisition form sets off the purchasing process.
It is important because the purchase requisition process plays a key role in the buying process of an organization. It ensures that fraud is prevented, and organizations get value for their money. This is possible due to the fact that the request must go through a number of approvals to ensure its accuracy, as well as need.
More information on Purchase Requisition and how you can benefit from it you can find here.
TABLE OF CONTENTS
- Step 1. Apply the Purchase Requisition Basic Settings
- Step 2. Create a new Purchase Requisition
- Step 3. Add Items to the Purchase Requisition
- A requester can get full information on the Purchase Order Items from the Purchase Requisition
- Step 4. Input supplemental information: Notes, Comments, Attachments
- Step 5. Downloading the PR
- Track Purchase Requisitions using Statuses and Roles
- Track Purchase Requisitions using Saved Filters
- Additional helpful articles
Step 2. Create a new Purchase Requisition
1. Open the Purchase Requisition module on the left side menu and click the Create button.
2. Fill in the necessary information:
- Choose a Location* where your Purchase Requisition should be delivered.
- The desired Delivery Date*
- The Document Custom Fields, if any. For example, the required DCF Departments*.
3. Once done, click the Create button.
Step 3. Add Items to the Purchase Requisition
In Precoro, to add items, you have three options:
- Add Item — choose the previously added items from the Catalog.
Please find more information on how to work with Catalog items here.
- Add Empty Row — type in the details of the item manually.
Please find more information on how to work with empty rows here.
- Import Items — download items in bulk from external sources.
Please find more information on how to import items in PR via Excel following this link.
Step 4. Input supplemental information: Notes, Comments, Attachments
- Add Note — specify additional important information in the document, like details regarding delivery time, etc. Consider that these details will be displayed in the printed document version.
- Add Comment — lead all the communications with the responsible team on the document in one place.
You can tag the user using
The information from the Comments field is not printed on the documents and is visible only to the users of your company.
- Add Attachment — upload images and documents or tables as additional materials.
Step 5. Downloading the PR
If you wish to download the created document, use two available Download Options so you can receive the PDF or XLSX formats.
Please consider that the download option is available on all the document statuses except Draft, Canceled, Pending, and In Revision.
Track Purchase Requisitions using Statuses and Roles
All the actions with Purchase Requisitions can be tracked by statuses. The PR document has seven statuses:
- Draft — Purchase Request was created but not submitted yet. The initiator is still working on it.
- Pending — the document was submitted and is waiting for approval from the authorized user.
- Approved — all responsible users have approved the Purchase Requisition.
- Completed — there is a completed Purchase Order/Orders for all requested items, OR PR is manually marked as completed.
- Rejected — the document or all items were rejected at the PR approval stage or Purchase Order creation stage.
- In Revision — a reviser (either the Purchase Requisition's initiator or approver) is editing the document, adding or removing items.
- Canceled — the initiator/approver revoked the whole document after it was approved.
Each user can have the appropriate role according to the tasks before them. There are three roles:
- Viewer — role
- Creator — role provides access to document creation and
- Approver —
To learn more about how to work with users and roles in PR documents, please consider this article.
Track Purchase Requisitions using Saved Filters
You can use preconfigured saved filters to track needed Purchase Requisition documents.
More on how to use filters in Precoro, you can find here.
You can utilize these examples to track:
- Requests that have not been ordered yet
- waiting for the delivery