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Viewing purchase requests

You can view a list of all purchase requests for the companies (and their sub-companies) that have been assigned to you. You can view a list of all purchase requests or only requests with a specific status, for example, requests that have already been delivered or paid. You can also view a list of individual items that have been requested.

Depending on your user rights, in the purchase requests list, you can check the status of requests, create delivery notes, cancel orders or change the ordered quantities or create a template based on a request.

You can view detailed information for a specific purchase request, such as processing details for individual items in the request.

Viewing a list of all purchase requests

1. Select the menu Control Center.
2. Select the menu item Orders or click the link Order Administration.
3. Click the link Purchase requests.
4. Click the link:
   • Purchase requests - Overview to view a list of all purchase requests
   • Purchase requests - Individual items to view a list of individual request items

   The Orders list or the Request items list is displayed. Select the menu item Help to display detailed information about this page.

   Tip: Click the button Individual items or Overview to switch between the Orders list and the Request items list.

5. Click the appropriate tab to view requests with a specific status.
6. To display the individual items belonging to a purchase requests in the list, click the icon next to the request.

Tip:You can search for specific entries in the list (see Searching for information) and change the way the list is displayed (see Working with lists).

Viewing details of a purchase request

1. In the Orders list, click the icon next to the purchase request.

   The Request details page is displayed. Select the menu item Help to display detailed information about this page.

2. At the top of the page, general information about the request and the request status is displayed. In the Positions section, you can view detailed information about the processing status of the item, such as the dates on which the order was dispatched, confirmed or delivered.
   • Click the icon next to a supplier to view detailed information about the items for this supplier
   • Click the icon next to an item to view detailed information for this item
   • Click the button Expand all or Collapse all to show and hide detailed information for all order items of a supplier.
3. Click the icon to add comments for the supplier or to add internal comments that are not visible to the supplier. You can enter comments for the entire order, for an individual supplier or for an individual item.
4. Click the icon to print the order as a PDF file.
5. To view details of how items in the request have been bundled, click the Bundle information tab. Select the menu item Help to display detailed information about this tab.
6. To view details of the approval procedure for the request, click the Approval info tab.

See also Cancelling orders Changing order quantities