Purchase Requisition Report

Report Module Guide: Purchase Requisition Report

Module Location

Purchasing > Reports > Purchase Requisition Report

Module Objective

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

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:

• Date From / To:

  • Specify the creation date range of the PRs for which data will be pulled.

• PO Created:

  • Filter requisitions based on whether a Purchase Order (PO) has been created for them yet or not (Yes / No / Both).

• Request Closed:

  • Filter based on whether the request has been closed or is still open (Yes / No / Both).

• Department:

  • Use this dropdown to filter requisitions originating from a specific department.

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:

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

• Export To 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.

Key Columns:

• Purchase Requisition Date: The date the request was created.

• Notes: The reason or note from the requestor.

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

• Requested Quantity: The quantity requested.

• Purchase Order No: The PO number created based on this request (if it already exists).

Tips & Important Notes

• Use this report to monitor the lifecycle of each purchase request. Filtering PO Created with the 'No' option will give you a worklist of requisitions that need to be actioned by the Procurement team.

• For the requesting department, this report is useful for tracking whether their request has been processed into a PO yet or not.