List of purchase requisitions

Depending on the screen resolution, the tool bar at the top of the page may not display all the options introduced here. In this case, on the right of the tool bar you will see a button which contains the additional tools.

Filter

The purchase requisitions list can be filtered to introduce only a part of the information.

For that purpose, click on "Filter" in the tool bar in order to access to the filter settings

Select the content of a setting by clicking on , cancel the selection by clicking on .

The filter can be reset to its default values by clicking "Reset".

Area	la liste contiendra
Number	the purchase requisition corresponding to the number input
Internal number	the purchase requisition corresponding to the internal number input
Order internal number	the purchase requisition corresponding to the input number
Site	the purchase requisitions linked to the selected site
Type	the purchase requisitions linked to the selected type
Supplier	the purchase requisitions linked to the selected supplier
Reference	the purchase requisitions whose the reference contains the text input Use * as wildcard character
Requested by	the purchase requisitions of the selected requester
Editor	the purchase requisitions of the selected editor
Department	the purchase requisitions whose the requester or the editor belong to the selected department
Analytical section	the purchase requisitions which contain at least one item line assigned to the selected analytical section
Worksite	the purchase requisitions which contain at least one item line assigned to the selected worksite
Approver	the purchase requisitions approved by the selected staff member
Market	the purchase requisitions assigned to the selected market
Supplier activity	the purchase requisitions whose the supplier corresponds to the selected activity
Keyword	the purchase requisitions in which appears the text input
Date	the purchase requisitions with a date included in the defined interval
Transferred	Yes : the purchase requisitions transferred into order No : the purchase requisitions not transferred into order Indiffere : all purchase requisitions
Extracted	Yes : the extracted purchase requisition No : the not extracted purchase requisition Indiffere : all purchase requisitions
With investment	the purchase requisitions containing lines with or without investment
Status	the purchase requisition corresponding to the selected status

The filters can be saved by clicking on the button .
You can modify a filter name by selecting it in the list and by clicking on .
If you modify the settings of a selected filter, save them by clicking on .
Delete a filter from the list by selecting it and clicking on.
Add a widget on the home screen corresponding to the selected filter by clicking on.

Then click on "OK" to apply the filter.

Consult

Select a purchase requisition in the list and click on "Consult".

To come back to the list, click on "Back".

Create

See Create a purchase requisition.

Modify

Select a purchase requisition in the list and click on "Modify".

For the detail of the purchase requisition input areas, see Create a purchase requisition.

Delete

Select a purchase requisition in the list and click on "Delete".

Delete a purchase depends on its state, for example a purchase requisition transformed into order can't be deleted.

Copy

Select a purchase requisition in the list and click on "Copy".

A new purchase requisition appears, pre-filled in with the information of the original requisition.

For a purchase requisition input detail, see Create a purchase requisition.

Transfer into order

Select a pending processing purchase requisition in the list and click on "Transfer into order".

An irder which corresponds to the purchase requisition is created.

Select a purchase requisition and click on "Print" to generate de corresponding PDF file.

Send by e-mail

Select a purchase requisition and click on "Send by e-mail".

The area "Addressee" contains by default the address of the addressee contact sheet of the purchase requisition or the address of the supplier sheet. If there is no founded address, you can write it

The tab "Attachments" contains the purchase requisition in PDF format and possibly the attachments.

Click on "Send" to confirm the mailing.