Field descriptions: Purchase requisition

Field Description
Approval status

The purchase requisition approval status. It changes automatically and can be:

  • Draft when created.
  • Pending approval when the purchase requisition has been sent for approval.
  • Approved when the purchase requisition has been approved.
  • Rejected if the purchase requisition has been rejected.
Number

If sequence number rules have been defined for the purchase requisitions in the Compteur page, the purchase requisition Number is generated automatically when you create a purchase requisition. It cannot be modified. Numbers are managed in the Sequence number page.
Order status

The status of the purchase requisition related to the order. This status changes automatically and can be:

  • Not ordered when created.
  • Partly ordered when at least one, but not all purchase requisition lines have been ordered.
  • Ordered when all the purchase requisition lines have been ordered.
Requester The user who makes the purchase requisition. By default, you are the current user, but you can change it.
Requisition date The requisition date defaults to the current date. You can only change it to an earlier date.
Set default dimensions icon The link to open the Dimensions panel, and assign dimensions to the purchase requisition lines. It is available if the Status of the purchase requisition is Draft or Pending.
Site The purchasing site.
Status

The purchase requisition status. It changes automatically according to the life cycle of the purchase requisition. The status can be:

  • Draft when created.
  • Pending when the purchase requisition has been approved.
  • In progress when at least one, but not all purchase requisition lines have been ordered.
  • Closed when all the purchase requisition lines have been ordered.

Detail panel

The fields below display on the New requisition line panel and in the purchase requisition lines grid. They also display on the detail panel when you select a line in the grid.

General tab

Field Description
Approval status

The approval status of the line. This status changes automatically and can be:

  • Draft when created.
  • Pending approval when the purchase requisition has been sent for approval.
  • Approved when the purchase requisition has been approved.
  • Rejected if the purchase requisition has been rejected.
Currency The currency for the selected supplier.
Dimensions The link to open the Dimensions panel and assign dimensions to the purchase requisition line. It is available if the Status on the line is Draft or Pending.
Item The item to purchase. This information is not mandatory. You can enter the item description in the Requested item description field.
Order status

The status of the purchase requisition line related to the order. This status changes automatically and can be:

  • Not ordered when created.
  • Partly ordered when a quantity less than the requested quantity has been ordered.
  • Ordered when the full quantity on the line has been ordered.
Purchasing quantity The purchasing quantity you need. This is required to create the line.
Purchasing unit The purchasing unit of the selected item. You can change it.
Requested item description The item description.
Required date The required date for the item to be delivered.
Select supplier The link to open the supplier selection screen.
Status

The status of the line. This status changes automatically and can be:

  • Draft when created.
  • Pending when the line has been approved.
  • In progress when at least one, but not all purchase requisition lines have been ordered.
  • Closed when all the purchase requisition lines have been ordered.
Stock quantity The quantity in the stock unit. You cannot modify this information.
Stock unit The stock unit of the selected item. You cannot modify this information. It is defined in the Item page.
Stock unit conversion factor The conversion factor from purchasing unit to stock unit. You cannot modify this information. It is defined in the Item page.
Supplier The supplier of the item. This information is not required when creating the line. It is required to create a purchase order from the purchase requisition line.

Price tab

Field Description
Charge The charge percentage applied to the gross price to calculate the net price. You can enter the value and change it if the Status on the requisition line is Draft.
Discount The discount percentage applied to the gross price to calculate the net price. You can enter the value and change it if the Status on the requisition line is Draft.
Gross price The gross price is automatically populated from the supplier price when you save the purchase requisition. You can change it. If the selected supplier is not a referenced supplier for the item, you must enter the gross price.
Net price The net price is calculated automatically. You cannot change it.
Price origin

The origin of the price displays automatically:

  • Supplier price list when the Gross price is populated from the supplier prices.
  • Manual when the Gross price is manually entered or updated.
Total excluding tax The total excluding tax amount is calculated automatically, based on the net price and the quantity. You cannot change it.

Progress tab

This tab only displays if a purchase order has been created from the purchase requisition line.

Field Description
Order progress The order progress percentage related to the purchase quantity requested.
Order status The status of the order.
Ordered quantity The quantity already ordered.
Quantity to order The quantity that remains to be ordered.

Order lines

Field Description
Date The date the purchase order was placed.
Ordered quantity The quantity ordered.
Purchase order The number of the purchase order created from the purchase requisition line. You can select this number to access the Purchase order page.
Status The status of the purchase order.