PR APPROVAL 1

The PR Approval 1 screen is designed for the review and preliminary approval of Purchase Requisitions (PRs). It provides comprehensive details including PR identification, item lists, delivery schedules, billing and shipping preferences, and associated terms and conditions.

  1. Click on "Procurement".
  2. Click on "PR Approval 1" under "Purchase Requisition".
    STEPS TO CREATE

This will open the Purchase Requisition Approval 1 Form.

Purchase Requisition Form

PR Approval 1 Form

General Information

  • PR Number: Select the required PR number from the dropdown menu.

    Once selected, all related fields will be auto-populated.

  • PR Date: Displays the original date when the PR was created.
  • Rev Number: Indicates the current revision of the PR.
  • Procurement Type: Shows the selected procurement category.
  • Purpose: Describes the reason or objective behind the PR.
  • PR Files: Upload or view associated documents related to the PR.

Items Section

All item-related data linked to the selected PR will be displayed in a tabular format.

  • Item Number: Unique identifier for each item listed in the PR.
  • Mftr Item Number: Manufacturer’s part number for the item.
  • Description: Brief summary of the item.
  • UOM (Unit of Measure): Specifies how the item quantity is measured (e.g., pcs, kg).
  • Quantity: Total number of units requested.
  • Project: The project to which the item is assigned.
  • Delivery Schedule: Select the required delivery dates for each item.
  • Special Instruction: Notes any specific handling, quality, or shipping instructions.
  • Short Close: Enables closure of the item request before full delivery, if needed.

Billing and Shipping Details

  • Delivery Terms: Specifies the delivery terms agreed upon (e.g., FOB, CIF).
  • Payment Terms: Indicates the agreed method and timeline for payments.
  • Shipping Mode: Preferred mode of transport for the delivery (e.g., Air, Sea, Road).

Terms

  • Retention Period: Duration for which the PR and related records must be retained.
  • Special Terms & Conditions: Any additional legal, financial, or operational clauses applicable to the PR.

Approve Button

Click the Approve button to confirm and submit the PR for final approval or the next stage in the approval workflow.

Icons

ICONS

  • Refresh: Reloads the current data displayed on the screen.
  • Home Icon: Returns the user to the application’s main dashboard or homepage.
  • Back Icon: Navigates to the previously accessed page.