The links on the Purchase Requisitions window Action Menu offer easy ways to track and convert requisitions.
Show Audit History
The Show Audit History link opens the Audit History flyout. When values in a field have been changed, the initial view on the flyout shows the modification Date, User, and Transaction Type. Expand a line to open a second tier for more details.
The second tier fields show:
- Field Name
- Old Value
- New Value
- Record Type
Convert to Order
For Open and Authorized requests that don't need a quote, click this link to convert them directly to an order. This action carries forward the basic information. Line items can be converted individually to different PO numbers.
Convert to Quote
To get vendor quotations before accepting a request, click this link. This action carries forward the basic information. Send the RFQ to as many vendors as needed and get the best price before you order items listed in the requisition.
Tracking
The Tracking link opens the Status Tracking flyout. Use Status Tracking to add or review changes in the status of the related Work Order, Project, Purchase Order, Equipment, and similar windows.
Windows with a Status field have the Tracking link. Any time a status is changed on the record it is also visible on the Status Tracking flyout.
You also have the option to select the Add Status Entry link on the Status Tracking flyout to open the Add Status flyout and insert your own status line.
Open/Close PR
A PR can be closed or re-opened using this link for various administrative reasons, but Open does not equate to editable. Click to open or close the record. You see an information popup like these:
Authorize
The Authorize link is used to approve a record and allow the action to be taken. Frequently, a record will display AUTHORIZATION REQUIRED on the interface. If so, select the Authorization link to open the Authorization flyout to enter the appropriate information.
Regardless of the approval system used, your WebTMA System Administrator sets up the requirements. The link is found on the Action Menu of many windows such as Work Order, Estimate, and Purchase Requisitions/Orders.
Manual Routing
Manual routing is a fast way to get approval when your organization uses the Approval Routing System. Use of the link follows the same principles as regular approval routes, but Manual Routes apply only to one record and are used when you do not plan to apply the route repeatedly.
With Manual Routing, you create a route on-the-fly from a record. You can also select an existing route for the Manual Route. The difference between Manual Routing and the established routes is that the Manual Route is not re-used.
Re-Export
This action is available to those who use the Universal Interface transaction UPI-Purchase Order Export. If an export fails, you can use this function to mark the files as available for export so you can re-export the files.