How to Track a Purchase Requisition

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.

To learn more about how to create a Purchase Requisition, follow this link.


Track Purchase Requisitions using Statuses and Roles

All operations with Purchase Requisitions can be tracked by status. The PR document has 7 statuses:

  1. Draft Purchase Request was created but not submitted yet. The initiator is still working on it.
  2. Pending — the document was submitted and is waiting for approval from the authorized user. 
  3. Approved — all responsible users have approved the Purchase Requisition.
  4. Completed there is a completed Purchase Order/Orders for all requested items, or PR is manually marked as completed.
  5. Rejected — the document or all items were rejected at the PR approval stage or Purchase Order creation stage.
  6. In Revision — a reviewer (either the Purchase Requisition’s initiator or approver) is editing the document, adding or removing items.
  7. Canceled — the initiator/approver revoked the whole document after it was approved.

Each user can have a role relevant to their task. There are 3 roles: 

  1. Viewer — grants document viewing rights without editing or approving options. 
  2. Creator — allows document creation and editing. 
  3. Approver — allows approving the documents created by other users.

To learn more about how to work with users and roles in PR documents, read this article

Track Purchase Requisitions using Saved Filters

You can use preconfigured saved filters to track desired Purchase Requisition documents.

Find more useful information on how to set and use filters in Precoro here.

You can follow these examples and track:

  • Requests that have not been ordered yet.

Status: Approved + Waiting for the PO creation: Yes

  • Approved Requests waiting for delivery.

Status: Approved + Waiting for the PO creation: No

You can filter documents by the Items and Documents Custom Fields. To learn more about this filtering, consider this article.

HubSpot Video

Track the changes with Revision History

Use the Revision History button to track all changes made in the document. Select two document versions to compare them.

You can see all attachment alterations in Revision History.