What this screen is for
A purchase requisition is an internal ask: someone in the business needs something bought. This screen lists them all, searchable by requisition number or department, with filters for status, priority — low, normal, high or urgent — department, requester and a required-date range.
The status filter keeps every value, including approved and rejected, because finding a decided requisition is a different question from being allowed to set its status.
When to use it
Raise a requisition at the start of a purchase, before quotations are sought, so the need is recorded and approved before money is committed. Use the priority and required-date filters to see what has to be sourced soonest.
What you see on this screen
- PR Number — the requisition number, a link to the requisition.
- Department — which part of the business is asking, or N/A.
- Required Date — when the goods are needed by.
- Priority — Low, Normal, High or Urgent, as a coloured badge.
- Status — where the requisition has reached.
- Est. Total — the estimated value, in the requisition's own currency.
- Requested By — who raised it.
- Actions — view, edit, History — a slide-over showing every change made to it — and delete.
While nothing matches, the table is replaced by a prompt to create a new purchase requisition.
Filters and actions
- Search — by PR number or department, with a button beside the box.
- Show Filters — opens the rest; a badge counts how many are set.
- Status, Priority, Department, Requested By — narrow the list.
- Required Date From and Required Date To — a date window.
- Min Amount and Max Amount — a value window.
- Sort By — Created Date, Required Date, Amount, PR Number or Department.
- Clear All — removes every filter.
- New Requisition — raises one.
Status values
- Draft — being prepared, not yet sent for a decision.
- Pending Approval — submitted and waiting on an approver.
- Approved — agreed. Recorded only through the approve action, which stamps who approved it and when.
- Rejected — turned down, recorded the same way.
- Converted — taken forward into sourcing.
- Cancelled — withdrawn.
Only Draft, Pending Approval and Cancelled can be set by hand; the rest are recorded by the actions that produce them.
Related
- Request for Quotations — approaching suppliers once a requisition is approved
- Purchase Orders — the commitment that eventually results