Purchase Request

The Purchase Request in PrismERP helps users create, track, and manage requests for both inventory and non-inventory items. Employees can specify quantities, link requests to projects, set priorities, and provide detailed instructions. Managers can easily review and approve requests, compare received quotations, and monitor request status. The module also provides comprehensive reports for better decision-making and smooth procurement management.

1. New Purchase Request

Request Information:

Field	Description
Vendor	Select the vendor for the purchase request (if applicable).
Branch	Select the branch
Inventory	Select the inventory type.
Purchase Type	Choose the type of purchase.
Employee	Select the requesting employee.
Division	Select the division making the request.
Level	Set the request priority or approval level (e.g., Immediate).
Date	Enter the purchase request date.
Expected Date	Enter the expected delivery date.
Project	Link the request to a project if applicable.
Requisition No	Enter or view the requisition number.
Type	Select request type (Inventory / Non-Inventory).
Description	Add notes or purpose of the purchase request.

Item Search & Selection:

Field	Description
Barcode / SKU	Search items using barcode or SKU.
Item / Dept.	Select the item or department.
Product	Choose the product from the list.
Quantity	Enter the required quantity.

2. Purchase Request List

2.1 Purchase Request Search & Actions

Field	Description
Req No	Search by requisition number.
Division	Filter by division (or All).
Department	Filter by department.
Section	Filter by section.
Sub Section	Filter by sub-section.
Floor	Filter by floor.
Type	Filter by request type (Inventory / Non-Inventory / All).
Branch	Filter by branch
Employee	Filter by employee.
Level	Filter by request level (Immediate / Other).
Status	Filter by request status (Approved / Pending / In Progress / Closed).
From / To Date	Select date range to filter requests.
Vendor	Filter by vendor name.
Project	Filter by project name.
Purchase Type	Filter by type of purchase.
Inventory	Filter for inventory items only.
Status	View and update the status of purchase orders.
Edit	View and edit pending purchase requests.

2.2 Purchase Request Details View

Field	Description
Request Information	View core details of the purchase request: request type, purchase type, branch, employee, PR number, request level, entry date, expected delivery, project, and approval status.
Products / Items	View requested products, descriptions, stock availability, requested quantity, delivered quantity, unit, and total.

2.3 Purchase Request Received Quotations

Field	Description
Received Quotations	View and edit all quotations submitted against this purchase request and update their status

2.4 Purchase Request Quotation Comparison

2.5 Purchase Request Report

Field	Description
Reports	Preview or download reports related to the purchase request and its quotations.