Change Status of Purchase Request

Change Status - Purchase Request

This page allows you to put the selected Purchase Request (PR) into the hold status temporarily. Tell me more

Select the “Change Status - Purchase Request” link in the “Select Purchase Request” page.

The “Change Status - Purchase Request” page appears.

The system displays the following in the header

Status

The status of the PR

The system displays the following fields in the”PR Details” group box

PR No.	The Purchase Request Number for which the status is changed.
PR Date	The date on which the PR was raised
PR Type	The type of the Purchase Request. This can be “General”, “Capital” or “Drop ship”.
Mode	The mode in which the Purchase Request has to be authorized by the Authorizers. This can be “Normal” or “Express”. If the mode specified is “Express”, the Purchase Request has to be authorized with top priority.
Item Code	The code identifying the item.
Variant Code	The variant code of the item.
Requestor ID	The ID of the person who has raised the Request.
Folder	The folder by which the Purchase Request document is referred within the company.
PR Origin	The Ramco Application from which the PR has been raised. For example, Inventory, Discrete Production, Enterprise Asset management or Purchase.
Order At	The Organizational Unit from which the Items are ordered to the Supplier.
Receipt At	The Organizational Unit in which the Items are to be received from the Supplier.
PR Value	The total value of the Purchase Request. This will be the sum of the cost of all Items in the multi-line.
Remarks	Remarks if any pertaining to the PR
	Zoom facility available

Enter the following fields in the “PR Details” group box

Change Status To	Use the drop-down list box to select the status of the document. This cannot be none if any code is entered in the “Reason Code” field
	None – Indicates that the status is not changed
	Hold – Indicates that the status is put into “held” state
	Released – Indicates that the status is released from the “Held” state
Reason Code	The unique code identifying the reason for changing the status of the document
	Press <Enter> Key
	Help facility available

The system displays the following information in the “PR Details” group box

Desc.

The description pertaining to the reason code

The system displays the following information in the “Item Details” multiline

PR Line No.	The line number of the item in the PR
Item Code	The unique code identifying the item
	Data hyperlink available
Variant Code	The variant code of the item
Desc.	The description pertaining to the item
Adhoc Item Class	The class to which the unplanned item belongs to
Required Qty.	The number of units requested from the supplier
Authorized Quantity	The number of units authorized
UOM	The unit of measurement of the item
Cost	The price applicable to the number of units specified in the “Per” field
Per UOM	The number of units to which the cost is applicable
Need Date	The date on which the items needs to delivered by the supplier
Schedule Type	The schedule type of the line item
Supplier Code	The unique code identifying the supplier of the PR
Name	The name of the supplier
Preferred Supplier Code	The unique code identifying the preferred supplier
Preferred Supplier Name	The name of the preferred supplier
Warehouse	The warehouse where the items are stored
	Data hyperlink available
Drg Revision No.	The engineering drawing number of the item
Ref. Doc. Type	The type of reference document
Ref. Doc. No.	The unique code identifying the reference document
Ref. Doc. Line No.	The line number of the item in the reference document
Total Value	The total value of the item in the PR
Status	The status of the line item

Drawing No

The number identifying the document containing the drawing reference

Click the “Change PR Status” pushbutton to change the status of the PR

The status of the “Purchase Request” document is updated to “Held” status if the “Hold” choice is selected in the “Change Status” drop-down

The status of the “Purchase Request” document is updated to “Released” status if the “Release” choice is selected in the “Change Status” drop-down

The system displays the following :

Created By	The Login ID of the user who created the PR
Created Date	The date on which the PR created
Last Modified By	The Login ID of the user who last modified the PR
Last Modified Date	The date on which the PR was last modified

To Proceed carry out the following

Select the “View Delivery Schedule & Usage” link at the bottom of the page to view the delivery schedule details for the Purchase Request.
Select the “View Quality Attributes” link at the bottom of the page to view the Quality Attributes for the Items in the Purchase Request.
Select on the “View Drop ship Address” link at the bottom of the page to view the drop ship address details if the Purchase Request is of type “Drop ship”
Select the “View Budget and Proposal Details” link at the bottom of the page to view the Budget details of the Items in Purchase Request. If the Purchase Request is of type is “Capital” the Proposal details for the Items can be viewed here.
Select the “View PO- PR Coverage” link at the bottom of the page to view the coverage details of the Purchase Request.
Select on the “Attach Notes” link at the bottom of the page to view notes if any for the Purchase Request.
Select the “Earliest Available Date Details” link at the bottom of the page to view the earliest available date details for the items in specific warehouse and in the required UOM
Select the “Disposition Details” link at the bottom of the page to view the disposition details for the items
Select the “Free Stock Review Details” link at the bottom of the page to view the details pertaining to available free stock
Select the “View OU Stock status Review” link at the bottom of the page to view the stock status review OU wise
Select the “View Warehouse Stock status Review” link at the bottom of the page to view the stock status review warehouse wise

Change Status of Purchase Request – An Overview

This process ensures that no RFQ or ordering document is raised based on the PR until the “Held” status is revoked.

This page displays all the PR details such as the PR number, PR date, the type of PR, the mode of delivery of the items in the PR, the unique code identifying the requester of the items in the PR, the OU which has ordered the items, the OU where the items are planned to be received, the value of the PR and the remarks if any pertaining to the PR. You can also view all the item details such as item code, variant code, description, the required number of units, the need date, cost and the unit of measurement.

You can enter the code identifying the reason for putting the PR in to the “Held” status or releasing it from “Held” status. The reason codes are defined as Type Codes in Type Set up component under the Class Code for PR Hold and PR Release.