PURCHASE REQUISITION REPORTS

A Purchase Requisition Report displays the status and details of internal requests raised for procuring goods or services.

This interface enables users to analyze and track PRs using various filters such as PR Number, Project No, Procurement Type, Shipping Mode, Record Type, Approval Status, Date Range, and PR Status. It ensures better planning, review, and audit of procurement activities.

  1. Click on "Sourcing".
  2. Click on "Purchase Requisition Reports" under "Reports".
    STEPS TO PURCHASE REQUISITION REPORTS

This report provides detailed visibility into all purchase requisitions based on multiple filters like dates, record type, and approval status.

Purchase Requisition Report Form

PURCHASE REQUISITION REPORT PAGE

Filters & Fields

  • From Date / To Date: Select a date range to narrow down the PR data.
  • Select PR Number: Choose a specific PR number for targeted search.
  • Project No: Filter PRs by their linked project.
  • Procurement Type: Filter by procurement nature (e.g., Capital, Consumable).
  • Shipping Mode: Choose based on logistics preference (Air, Sea, etc.).
  • PR Status: View PRs by status (Pending, Approved, etc.).
  • Record Type: Identify the PR category (Material, Service, etc.).
  • Approval: Filter based on approval status (Approved, Rejected, Pending).

Action Buttons

  • Filter: Applies all selected filters and displays matching PRs.
  • Clear: Resets all filters and fields to their default state.

Icons

PURCHASE REQUISITION REPORT PAGE

  • Refresh: Reloads the latest PR report data.
  • Home: Navigates back to the main dashboard.
  • Back Arrow: Returns to the previous screen.
  • Download File: Exports filtered report data in desired formats (e.g., Excel).
  • Search Bar: Keyword-based quick search across PR entries.