Purchase Request Details¶

This screen holds one purchase request's header, financial summary, and lines - and is where you approve it and generate a Purchase Order once it's ready.

Screen layout¶

The header bar shows the PR Num, Description, Status, and Site. Two tabs organize the content:

PR: General information (requested by, required date, reference MR, vendor, site/org) and the Financial Summary card.
PR Lines: The requested items, as a master table with a detail panel for the selected line - styled the same way as the Spare Parts table on Asset Details, for a consistent look across the app.

Icon/Button	Function
Save	Saves the header and all lines
Route Workflow	Sends the record into its approval workflow (if configured)
Change Status (tag icon)	Opens the status-change dialog
Print Reports	Prints/exports the PR
Attachments	Attach or view files linked to this PR
History	Shows the PR's status change history
Delete	Deletes the record - only while `WAPPR` and with nothing generated from it yet
Create PO (appears once `APPR`)	Generates a Purchase Order from this PR's lines
Navigation arrows	Move to the first/previous/next/last PR matching your last list filter

PR Lines tab¶

Each line shows Item #, Description, Item Type, Qty, Unit Cost, Tax %, and Line Total. Click a row to open its detail panel, where you can search/change the item, quantity, unit cost, tax category, or GL account.

Add Manual Row: Adds a blank line.
Delete (trash icon per row): Removes a line - blocked once the PR is no longer editable.

Lines lock once the PR is approved, closed, or cancelled

You can't add, edit, or delete lines on a PR whose status is APPR, CLOSE, or CAN - enforced both in the interface and on the server.

How to¶

1. Fill in and save a new PR¶

Enter a description, required date, and lines, then save.

2. Pull lines from a Material Request¶

Search Reference MR for an approved Material Request - its lines (and target storeroom) are pulled in automatically.

3. Approve a PR¶

Click the status icon, choose APPR, and confirm.

4. Generate a Purchase Order¶

Once APPR, click Create PO in the sidebar. You can accept the auto-generated PO number or type your own, then confirm - a new Purchase Order is created with the same vendor (if set) and all lines carried over.

FAQ¶

I approved the PR by mistake and need to change a line - what now? Reopen it via a status change if your workflow allows it. Otherwise, correct it on the resulting PO instead, since editing an approved PR's lines is blocked deliberately.

Where does the vendor come from? A PR can optionally carry a vendor, but it's not required to approve it (unlike a PO). If left blank, you'll set the vendor when creating the resulting PO.

Go to: Purchase Requests list ← · Purchase Orders → · Material Requests →