Viewing Reports from Purchase Requisition
- Go to Warehouse > Purchase Requisition
- Click Reports icon at the top LHS of the screen
- Click on the Report name from the Reports popup windown
Note: If not Purchase Requisition Reports have been added as favorites, make sure to add reports to favorite in Performance Reports module
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Subscribing to Reports - Performance Reports
NEXGEN users have the option of subscribing to reports via the Performance Reports module. This allows them to receive automatically generated reports of their choosing with data parameters already set. Navigating to the Performance Reports Module To ...
Approve Purchase Requisition
Set 'Approval By Hierarchy = TRUE' Go to Settings > Setup > Company Options > Inventory Click on Edit at the top RHS of the screen Set 'Approval By Hierarchy = TRUE' Click on Save Set Employee Hierarchy & Max Requisition Amount Go to Resource > ...
Add New Purchase Requisition
Go to Warehouse > Purchase Requisition Click on New Select Add to Cart Add Quantity to Request Click on Add Click on the Cart Basket on top LHS Click on Checkout
Reject Purchase Requisition
Set 'Approval By Hierarchy = TRUE' Go to Settings > Setup > Company Options > Inventory Click on Edit at the top RHS of the screen Set 'Approval By Hierarchy = TRUE' Click on Save Set Employee Hierarchy & Max Requisition Amount Go to Resource > ...
Sort Purchase Requisition Records
Go to Warehouse > Purchase Requisition On the List View Toolbar, select a sort option from the dropdown list (Date Needed, Date Requested, Number, Employee, Priority, Status) Click on A-Z or Z-A sort icon to Sort Purchase Requisitions in Ascending / ...