Purchase request

A purchase request is for tracking the entire purchasing process, from expressing the need to receiving the ordered items or services.

The purchase request (PR) may be issued:

By the warehouse worker to replenish inventory: Inventory-generated purchase request.
As part of a work order:

Through the entry of necessary items not managed in inventory, once the Work order has been validated; see Work order [Completed] [Supply],
or directly in the form of a work order-generated purchase request.

By an authorized user for a specific need: User-generated purchase request.

Depending on the user's rights, a PR may include items not yet known to the system or only items already referenced in catalogs; see Item [Catalog] and Service [Suppliers].

If you have the [POs] function, the purchase lines will then be handled in POs.

See Status of the purchase request and Purchasing FAQs.

Principle of the purchase request

A purchase request consists of several purchase lines, one per item or service.

Common information

The source, status, issuing organization and desired delivery date are indicated on the purchase request; see Purchase request [General].

Other information may be common (but not necessarily) to all of the purchase lines:

the supplier (or warehouse),
the budget and assignment cost center.

Purchase lines

Next, the following are indicated on each purchase line:

The item or service,
The supplier, if already known, with, in this case, the purchase terms,
And especially the requested quantity.

See Purchase request [Purchase lines].

Receipt

You can display receipts that have been entered for a purchase request; see Purchase request [Receiving].
To report receipt of items for a purchase request, you must have the "PR receipt" access right, see Receiving a PR or an order.