Purchasing Management > Manage >

Requests

 

         

 

 

Overview

Manage Requests allows you to create, edit, and view Purchasing Management Requisitions, Purchase Orders, and Check Requests.

 

This Help page contains the following sections:

Filters

Requests Grid

Print List

Print Purchase Orders and Check Requests

 

 

Filters

In the Filters area select your Type: View All , Requisitions, Purchase Orders, or Check Requests. If you select Requisitions you can specify additional options to view items Awaiting My Approval Next, Awaiting My Approval, and/or Not Approved, Rejected, and Voided. If you select Purchase Orders or Check Requests you can select to view Open and/or Closed items.

 

There are several other options available in the in Filters area:

 

Requisition #: Enter in all or part of the requisition number for which you are searching. Any requisition with those numbers  displays (for example, searching for '42' displays Requisition numbers '42', '142', and '16428').

Purchase Order # / Check Request #: Selecting any option other than Show All displays field(s) so you can input the number(s).

Vendor: Select the Vendor by clicking the (not set) link or the Search  icon. This displays the Person Search window. By default the search text for the Name field searches for last names and organizations. To search for first and last names enter your search in the "lastname, firstname" format. You can also search by City and State. Select the vendor for which you are creating the transaction and click the Select button. Alternately, click the Close link to return to the previous page without selecting a vendor.
Note: Search for just a first name by starting your search with a comma (e.g., ", James"). Display a complete list of vendors by searching for just a comma.

Ship To: Select the Ship To vendor by clicking the (not set) link or the Search  icon. This displays the Person Search window. By default the search text for the Name field searches for last names and organizations. To search for first and last names enter your search in the "lastname, firstname" format. You can also search by City and State. Select the vendor for which you are creating the transaction and click the Select button. Alternately, click the Close link to return to the previous page without selecting a Ship To vendor.

Approval Path: Select all, None, or any number of approval paths.

Date Issued: Select the issue date time frame from which you want to view items. Additional date filters may appear depending on what option you choose.

Date Requested: Select the requested date time frame from which you want to view items. Additional date filters may appear depending on what option you choose.

 

The Advanced area gives even more filter options:

 

Agent: Select Not Filtered, Select all, or any number of Agents.

Issued To: Select Not Filtered, Select all, or any number of Users by whom the requests were entered.

Shipping: Select Not Filtered, Select all, or any number of Shipping methods.

Rejected Reason: Options include Select all and every reason given for rejecting a request.

Project: Options include Select all and every project that has been selected on a request.

Levels: You have one filter for each level active in your account structure.

Account Range 

Users: Options include Select all and every user who has set up a request.

 

Click the Search button to display results or the Clear Filters link to reset all filters.

 

Purchase Order Requests submitted through the Portal by users with rights to an Approval Path show up under that Approval Path.

 

Purchase Order Requests submitted through the Portal by users without rights to an Approval Path have an Approval Path of None. You need to assign a valid Approval Path in order to move these requests forward in the approval process. To do this, select an Approval Path filter of None along with any other filters you wish to use. When you click the Search button, your Portal requests display. Open these Requisitions and assign them a valid Approval Path. They can then be approved through the normal process.

 

 

Requests Grid

The grid displays transactions matching the selected filters with the following columns:

 

Vendor

Req #

PO/CkRq #

Date Issued

Issued To

Amount

Note: Hover over the Note  icon to preview the note.

Attach: Hover over the Attach  icon to see any notes on the attachment(s) and the filenames of attached files.

Setup: Hover over the Information  icon to display user and time information for when the transaction was set up and last updated.

 

Double-click on a request or click the Edit  icon to edit a request in the grid. Click the Copy  icon to make a copy of a request. You can also click the Add New Request link to add a new Request (More Information). Click the Delete  icon by a request in the grid to be prompted to delete that transaction.

 

You can only delete requisitions. Check Requests and Purchase Orders cannot be deleted.

 

 

Print List

You can print a list of Requisitions, Purchase Orders, or Check Requests. Select the items you wish to click the click the Print List button.

 

Requisitions print a Request List report after clicking the Print button.

 

Requisitions can print on PO Forms after clicking the Print button if you select the Print Request on PO Form check box located on the Company Information page.

 

Click Report Preferences on the blue bar above the report preview to access options for the report. Select the Report Format:

 

Detail: This PO & Check Request List report displays all detail for each selected item along with a combined Total, Applied, and Outstanding for all selected items.

Summary: This PO & Check Request List report displays the following columns along with a final Total for each selected item: Requisition #, PO/CkRq#, Vendor, Date Issued, Issued To, and Outstanding.

 

You can also select any of the following report options:

 

Print Vendor Address

Print Approvals

Print Account Summaries

Print Notes

Print Setup Information

 

If you have changed the selected options click the Run Report button to display an updated report preview. You may also click the Clear Preferences link to reset all of your report preferences to their initial values. Once the preview displays you can navigate the pages, export to several formats (e.g., PDF, Excel, Word), and Print. Click Report Preferences on the blue bar above the report preview to return to Report Preferences. Click the Close Report button when finished to return to the Manage Requests page.

 

 

Print Purchase Orders / Print Check Requests

Select the Purchase Orders or Check Requests that you would like to print and click the Print Purchase Orders / Print Check Requests button. A pop-up window displays your Purchase Orders or Check Requests in the format you selected in Company Information (More Information).

 

Make sure to allow pop-ups from your site in the settings of your browser.

 

Compiled on 1/24/2018 8:42:27 AM