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
The Buyer may use "Request for Quotation" to obtain Supplier bids.
Generate PO's
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.
