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notes: Purchase Requests can be queried from the User Requisition menu, and
this includes Direct Purchase Requests as well as any Line Items included
on Requisitions, because each such Line Item is a Purchase Request.
Slide 2
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notes: The easiest way to locate a Purchase Request is from the User
Lookup, although it can also be done by specifying the Queue Number.
Slide 3
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notes: The lookup includes all the current User's Requests, but if the Purchase
Request is from another User, then it is better to specify the Queue Number
to retrieve it.
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notes:
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notes:
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notes:
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notes:
Slide 8
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notes: In the case of a Direct Item, we can of course query the Direct Code
to see Request and Order history for this Code.
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notes:
Slide 10
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notes: On the history item, we can drill Requisitions where the Item was
listed, and Orders and Suppliers.
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
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notes:
Slide 25
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notes: If the current Item is already included on a Purchase Order, then we
can also drill that Order directly.
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notes:
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notes:
Slide 28
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notes:
Slide 29
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notes: Delivery detail for Direct Items are automatically updated by the
system on the Purchase Request, but we can also manually change the detail
if we need to.
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notes:
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notes:
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notes:
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notes:
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notes:
Slide 35
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notes: Next we will choose a Stock Item as an example.
Slide 36
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notes:
Slide 37
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notes: The Purchase Order can also be drilled, but not if the Item is not
on order yet.
Slide 38
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notes:
Slide 39
Slide notes: For all Purchase Requests we can find out
what the current progress is in the Status History section. The Item in
this example can be seen to be requested and approved, but is not yet
assigned to a Buyer.
