PR APPROVAL 2

The PR Approval 2 screen facilitates the second level of review and approval for a Purchase Requisition (PR). It presents comprehensive information such as PR identification, item details, billing/shipping terms, delivery schedules, and applicable terms and conditions.

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

STEPS TO CREATE

This will open the Purchase Requisition Approval 2 Form.

Purchase Requisition Form

PR Approval 2 Form

General Information

  • PR Number: Select the desired PR number from the dropdown list.

    Upon selection, all related fields will be auto-filled.

  • PR Date: Displays the creation date of the PR.
  • Rev Number: Indicates the current revision version of the PR.
  • Procurement Type: Displays the procurement category (e.g., Direct Purchase, Bid Process).
  • Purpose: Provides a summary or rationale behind the purchase request.
  • PR Files: Allows uploading or viewing supporting documents for the PR.
  • View Uploaded Files: Click this button to preview documents already attached to the PR.

Items Section

Displays a list of all items requested under the selected PR in a tabular format:

  • Item Number: Unique identifier for each item.
  • Mftr Item Number: Part number as provided by the manufacturer.
  • Description: Short description of the item.
  • UOM (Unit of Measure): Indicates the measurement unit (e.g., pcs, kg).
  • Quantity: Quantity of the item requested.
  • Project: Associated project for which the item is requested.
  • Delivery Schedule: Specifies the required delivery date(s) for each item.
  • Special Instruction: Any unique instructions regarding handling or delivery.
  • Short Close: Option to close the item request early if full delivery is not required.

Billing and Shipping Details

  • Delivery Terms: Outlines the terms and conditions for delivery (e.g., FOB, CIF).
  • Payment Terms: Defines the payment structure and schedule.
  • Shipping Mode: Indicates the preferred mode of shipment (e.g., Air, Sea, Road).

Terms

  • Retention Period: Specifies the length of time the PR documentation should be retained.
  • Special Terms & Conditions: Any additional terms or exceptions applicable to the request.

Approve Button

Click the Approve button to finalize and submit the PR for processing or further workflow.

Icons

ICONS

  • Refresh: Updates and reloads the displayed data on the screen.
  • Home Icon: Redirects to the application’s homepage.
  • Back Icon: Returns to the previously visited page.