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