# 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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/5heimage.png)

#### 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. ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/lzzimage.png)
- #### **Export To Excel**: To download the report data in an Excel file format.   
    ![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/xvbimage.png)

### **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.

![image.png](https://manual.kokola.co/uploads/images/gallery/2025-08/scaled-1680-/GwLimage.png)

#### **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.