Working with the Purchase Requisition List

The Purchase Requisition list enables users to view existing requisitions, create new requisitions, copy existing requisitions, or create new requisitions from templates. Each requisition is given a status (the default for a new requisition is Open). 

NOTE: The requisition lines displayed in this list are based on the security profile set up for the particular user account. This list shows all requisitions that have at least one line of the requisition linked to dimensions to which you have access. If you have access to only some of the lines, when you open the requisition only the lines to which you have access are visible to you.

Understanding Purchase Requisition Statuses

Purchase requisitions appear with different statuses on the system based on where they are in the process of their creation, approval and completion. The table below explains what is meant by each status.

Using the Filter Options to Refine the Purchase Requisitions List

Users can filter the items in the requisition list either by sorting requisitions according to their status, location, or by searching for specific text using the search function. There are also direction filter options enabling users to select the order in which requisitions are listed based on specific fields.

To use filter options for finding a purchase requisition:

1. Click Tell me and search for Purchase Requisitions. Select the page from the drop-down list. The Purchase Requisitions List displays.
   
2. To sort the Purchase Requisitions List on a particular heading, click the Open Menu arrow beside the heading you want to sort on (for example, Status). Choose either Ascending or Descending to sort this list.
3. To filter the Purchase Requisitions list:
   • Click the Show Filter Pane icon on the Action Bar.
     
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Requisitions Processed by Delegates

Individual delegates can be assigned to users in NAV to create and manage any type of requisitions on behalf of their delegators. The person who assigns a delegate to do a portion of his/her work is called a “delegator”, while the person who is authorized to do the work on behalf of the delegator is called a “delegate”.

If a user is a delegate for Purchase Requisitions, they are able to select from a drop-down, and view only requisitions that have been delegated to them by a specific delegator.

To view requisitions that have been delegated to you by a specific delegator:

1. Click on the first drop-down to view all the delegators who assigned you as a delegate for purchase requisitions.

2. Select a delegator in the drop-down to view the requisitions for that user.

NOTE: The page header changes to indicate that the user is now viewing the requisitions of the selected delegator. 

All the filtering, searching, copying, creating, and page functionalities now displayed refer to the delegator selected.

Viewing an Open Purchase Requisition

Each purchase requisition that displays in the list is comprised of certain data. The default view for the purchase requisition page is to display requisitions with a status of Open.

To view an open Purchase Requisition:

1. If a different status is selected, choose Open from the second drop-down menu. 
   The list is reduced to those requisitions with a status of Open.
2. Locate the requisition you want to view.
3. Hover over the right side of the requisition to expose the hidden menu (a blue circle with three dots) and click it. 

4. A menu displays with various options. Click View.

The Purchase Requisition for the item you selected opens with the Details tab expanded.

NOTE: To make changes to an "Open" requisition, see Viewing and Managing In-Progress Appeals.

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