Purchase Requisition Inquiry
Go to Inquiry > Purchasing > Purchase Requisition Inquiry.
Through the inquiry, you can choose one or more of the following options:
- Saved Requisition: a requisition that is saved (not submitted for approvals yet) and can not be purchased
- Submitted Requisition: a requisition can be submitted directly without being saved, so that it can be purchased
- Partially Purchased: once at least one line item from the requisition is purchased, the status changes to partially received
- History: if you are maintaining history for requisition, requisition move to this status after being fully purchased.
Helping Note !
In order to maintain history for purchase requisitions, Go to Microsoft Dynamics GP > Tools > Setup > Purchase Order Processing
Purchase Requisition – Home Page
You can customize your home page in order to view a summary report of the purchase requisitions. On your Dynamics GP Homepage, go to Customize this page and check the option for procurement option
Once you check the procurement option, your Dynamics GP homepage will include a purchasing requisition summary and details as shown below:
As previously illustrated, saved requisition can not be purchased, which is why they do not show under the “ready to be purchased category”, this tab only shows the requisition that can be purchased “for instance, submitted”
Purchase Requisition Smartlists
Two new smartlists for requisitions have been added in GP 2013 R2, in order to primarily view the purchase requisitions and their associated details. Go to Microsoft Dynamics GP > Smartlists> Purchasing Series
Further posts will shed a light on the technical perspective of purchase requisition, such as the new requisition tables and more.
Mahmoud M. AlSaadi