IES Knowledge Base: Purchasing (Procurement)
Requisitions and Purchase Requests
What is it?
Stages or statuses of a Purchase Request Item
Requisitions, The User Activity: -
It starts with a new Requisition.
New Requisition
Changes to or Cancellation of a Requisition that is not yet authorized.
Amend a Current Requisition
A Requisition can be queried at any stage to ascertain the current status.
Query a Requisition
There are practical Report options for our Requisitions.
List Pre Approvals
List In Progress Requisitions
The Requisition must be authorized else it cannot be ordered.
Authorize a Requisition
It starts with a new Request.
Purchase Request: Stock
Purchase Request: Direct
A Request may be Queried to ascertain it's status.
Query Current Requests
We remove a Request only from our own Queue when there is no further need to see it there.
Remove a Request
In our own Queue we can restore any Request if we want to see it again.
Restore a Request
A Report to list our Requests.
List Requests
Requests have to be authorized before ordering, or cancelled to disallow ordering.
Authorize or Cancel
The Buyer: -
The Buyer performs Status Actions like Confirming a Price, Order Number or other.
By Request Number
By Queue Selection
- Confirm Price
- Confirm Order #
- Perform Allocation
- Update Notes
- Not Available
- Cancel Request
The Buyer can also maintain his / her Queue with Remove and Restore options.
Remove
Restore
Some practical Buyer Reports are available.
List Buyer Queue
List Current Requisitions
List Any Requisitions
A Buyer also needs to Query a Requisition sometimes.
Query Requisition
The Purchasing Manager: -
The primary activity is to assign incoming Requests to Buyers for further action.
It can be done by Manual Capture
Or by (automated) Work Distribution
And also by Re-Assigning
The Purchasing Manager maintains the Buyer Register.
The Buyer Register
Practical Reports are available to the Purchasing Manager.
List Purchase Queue
A Purchasing Manager also needs to Query a Requisition sometimes.
