Purchase Requisition Report

Report Module Guide: Purchase Requisition Report

Module Location

Purchasing > Purchase Requisition > Purchase Requisition Report

Module Objective

The Purchase Requisition Report module is used to generate a comprehensive report for tracking and monitoring all Purchase Requisition (PR) documents. With various filter options, this report allows users to see the status of each request, from when it was created and approved, to whether a Purchase Order (PO) has been created and the goods have been received.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

Here is an explanation for each key parameter:

• Period:

  • Specify the From and To date range to define the creation period of the PRs to be displayed.

• Status Filter:

  • Requisition Status: Filter PRs by their status, for example, Open to see requests that are still active and unfinished.

  • PO created: Filter to see PRs that have or have not yet had a Purchase Order (PO) created for them.

  • Goods Receipt created: Filter to see PRs for which the goods have or have not yet been received (based on the Goods Receipt Note/LPB).

• Other Filters:

  • You can also filter by SPP Number (PR Number), Item Name, Buyer, Cost Center, and others.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Select all the parameters you need to focus the report on the data you wish to analyze.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons at the bottom:

• Display Report: To preview the purchase requisition report directly on your screen.

• Export To MS Excel: To download the report data in an Excel file format. 

  

3. Example of the Report View

After you click, the system will generate a detailed report like the following, which details every item in every PR.

Report Explanation: This report displays a detailed list of each item line on every Purchase Requisition, grouped by the PR number.

Key Columns:

• PR Number: The Purchase Requisition reference number.

• PR By: The requesting department or party (e.g., RND, GMP OPERATION BISCUIT).

• Item Code and Item Name: Details of the goods or services requested.

• PR Qty: The quantity requested.

• Need To Date: The date the item is needed by.

Tips & Important Notes

• Use this report to monitor the lifecycle of each purchase request. You can track it from when it was requested and approved, to when the PO and its corresponding goods receipt were created.

• For the requesting department, this report is useful for tracking the status of their requests. For the Procurement team, this is a primary worklist.

• The Requisition Status and PO created filters are the most frequently used tools for monitoring procurement operations.