Purchase order workspaces

Use the purchase order workspaces to find information about your purchase orders and returns, and to enter and authorise purchase requisitions.

The workspaces differ from the enquiries in that you can:

  • See information for more than one order or requisition at a time.
  • Select an order or requisition and see detailed information about it.
  • Hide and display columns as required.
  • Filter the lists to only see the items you're interested in.
  • Print and export the lists to an Excel spreadsheet.
  • Run related reports.

Purchase Documents

Use this to see information about your purchase documents such as goods received and invoicing details.

Purchase Document Lines

Use this to see a list of all the lines on your purchase orders and returns. You can see information such as the received and invoiced quantity for each line, and related invoices and credit notes.

Purchase Invoices and Credits

Use this to see information about purchase invoice and credit note lines such as the quantity, total value and associated purchase order or return lines.

Purchase GRNs

Use this to see information about your goods received notes (GRNs The Goods Received Note (GRN) number is assigned to a record when goods or services are confirmed as received. It is also applied to a record when goods are returned to a supplier during the Confirmed Goods Returned activity.) and associated orders and returns.

Purchase Order Authorisation

Use this to see details of purchase orders that require your authorisation, and to authorise your orders.

Purchase Order Notifications

Use this to see information about notification messages for all purchase orders that require authorisation. Use this to view the details of the notifications messages and see who the messages have been sent to. It does not include purchase orders that have been authorised.

My Unauthorised Purchase Orders

Use this to see details of purchase orders that require authorisation and where you are the order taker or order originator.

Enter Purchase Requisition

Use this to enter purchase requisitions for items that you wish to order.

See Enter a purchase requisition.

My Purchase Requisitions

Use this to check the status of your purchase requisitions, and to amend draft requisitions.

See My Purchase Requisitions workspace.

Purchase Requisition Authorisation

Use this to authorise or reject purchase requisition lines that require your authorisation, and generate purchase orders.

See Authorise purchase requisitions and generate orders.

My Authorised Purchase Requisitions

Use this to see purchase requisition lines that you've authorised.

See My Authorised Purchase Requisitions workspace.