Overview:

A list of Purchase Requisitions created by or Assigned to the logged-in user will display here. Default filters display all ‘In Progress', ‘Saved’, ’Assigned', and 'Sent Back' Purchase Requisitions. Only Purchase Requisitions for the Profit Centre groups the user is allowed to access will be displayed.

This screen is not used for approvals, only to see a list of created Purchase Requisitions and their details. For approvals use Requisition Review/ Approval screen. As opposed to most of the documents to be approved that show on the My Approvals screen, Purchase Requisitions are on their own list and will be merged into ‘My Approvals' screen in the future.

Screen Guide:

The User can either create a New Purchase Requisition from the blue button at the top right or use the filters to find specific ones. Any of the Purchase Requisitions that display on this list by default have a status that suggests that the user needs to action them, either Assigned to the user to complete some fields and help the requester decide what to be purchased or are saved and have not been submitted for approval yet. Or alternatively, they could be cancelled if they are not required anymore.

Next Steps:

Depending on the workflow approvals, once a Purchase Requisition has been submitted it will go through a Technical review stage and a Value review stage. The user will be notified by email of the status of the requisition. The intention is to have a Purchase Order created and approved at the end of the process. Notification emails can be enabled/disabled by your administrator, so check with her/him if you are not receiving them.