Purchase Requisition Summary (Inquiry)

Additional Information

The Purchase Requisition Summary Inquiry provides a view of the purchase requisition summary plus line items and details and related item access to revisions. Additionally, you can open Purchase Requisitions and Purchase Orders. By default, the results are grouped and sorted by Purchase Requisition Number.

Restrictions

The inquiry includes the following default restrictions:

  Restriction Description
 

Requisition Date

Enter or select a purchase requisition date. This is the date the purchase requisition was created.
 

Requisition Number

Enter or select a purchase requisition number.
  Source Company

Enter or select the date the purchase order item was promised for delivery.
 

Requisition Stage

 Select a purchase requisition stage. The options are Open, Closed, or Both. The default is Both.
 

Requisition Decision

Select a purchase requisition decision state. The options are Approved, Canceled, Disputed, Returned, or None (blank). The default is None.

For a list of the optional restrictions, see ClosedPurchase Requisitions Summary Inquiry Optional Restrictions.

The following optional restrictions are available:

  • Buyer
  • Currency
  • Next Reviewer
  • Organization
  • Organization Map
  • Organization Map Level
  • Primary Ship to Location
  • Project
  • Required Date
  • Requisitioner
  • Requisition Type
  • Reviewer
  • Source
  • Vendor

Results

The inquiry results include the following three levels of information:

  • Purchase Requisition Summary: The first level of the inquiry provide a summary of the purchase requisition information which includes Source Company Code, Requisition Number, Requisition Date, Requisition Type Name, Currency Code, and Estimated Cost . With a purchase requisition row selected, use the related items functionality to open the Purchase Requisition related item; for more information, see Related Items. ClosedPurchase Requisition Summary Optional Columns

    The following optional columns of information are available:

    • Additional Cost
    • Base Cost
    • Buyer Code
    • Buyer Name
    • Comment
    • Decision
    • Description
    • Next Reviewer Code
    • Next Reviewer Name
    • Organization Code
    • Organization Manager Code
    • Organization Manager Name
    • Organization Map Level 2-6 Name
    • Organization Name
    • Primary Ship to Location Address Type
    • Primary Ship to Location Code
    • Primary Ship to Location Name
    • Required Date
    • Requisition Stage
    • Requisition Type Code
    • Requisitioner Code
    • Requisitioner Name
    • Source Company Name

  • Line Item Summary: The second level of the inquiry provides purchase requisition line item information and allows further restriction by the following fields: Item, Project, Item Category, and Company. The default display results are: Sequence, Category Name, Purchase Item Name, Purchase Item Description, Description, Quantity, Measure Name, Estimated Cost, Remaining Quantity, Remaining Cost, and Remaining Additional Cost. Closed Line Items Optional Columns.

    The following optional columns of information are available:

    • Additional Cost
    • Base Cost
    • Category Code
    • Company Code
    • Company Name
    • Document Currency Code
    • Effective Stage
    • Measure Code
    • Organization Code
    • Organization Name
    • Pay When Paid
    • Preferred Vendor
    • Preferred Vendor Name
    • Price
    • Project Code
    • Project Name
    • Promised Date
    • Purchase Item Code
    • Required Date
    • Requires Insurance
    • Ship to Location Code
    • Ship to Location Name
    • Task Code
    • Task Hierarchy Name
    • Task Name

  • Purchase Order: The third level of the inquiry provides related purchase order information. Further purchase order information can be retrieved by using the related item, Open Purchase Order. The default display results are: Purchase Order Date, Purchase Order Number, Quantity, Measure Code, Measure Name, Price, Base Cost, Additional Cost, Cost, Vendor Code, Vendor Name, and Purchase Order Stage.