Requisitions overview

2 years ago
alex
3 minutes

One of the many benefits of Requisitions is that it allows you to empower your business partners, colleagues, or  Stakeholders to plan and create their own Sourcing Requests.  Users in business units across the organization can use Requisition to initiate sourcing projects and loop in sourcing and procurement teams for help at the appropriate stage.  

Using Requisition also allows you to standardize the way your Business submits and executes internal requests.

To begin, first, click “Requisitions” on Top Menu. From here, you will be brought to the “Requisitions list” page.

The Requisitions page contains the following columns:

  • Project: The name of the project the requisition belongs to;;
  • Requisition ID: A unique code of the requisition generated by the platform; 
  • Name: The title of the requisition;
  • Status: This column shows the query status. The status can be: draft, pending approval, approved, rejected;
  • Category: The category of the requisition; categories can be set at the project level;
  • Owner: Name of the person who created the requisition; 

Search

At the top of your page, you will notice that there is a search bar prompting you to Search. Here, you can type in the name of the Requisition or its category. Simply type in the search term.

Filter

There is also the option of adding extra filters to each column using the Filter icon, allowing you to further refine your search. Filters can be applied to the following columns: project, status, owner. 

To begin, click on the Filter icon next to a column.  From here, a dropdown menu will appear. This is where you will select the criteria. Once you have pulled in the filters that you would like to use, click OK.

Sort

All columns can be sorted. To apply the sort function, click the column name. An arrow appears next to the name. If it is directed upwards, it means that sorting will be made in ascending order. If it is directed downwards, it means that the sorting will be in descending order.

Grouping 

Requisitions can be grouped by project and status. To begin, click on “No grouping”. From here, a dropdown menu will appear. You can select the criteria. Once you have a choice, the queries will be grouped. 

Are you stuck somewhere? Don’t worry, we’re here for you. Drop us a mail at support@prokuria.com and we’ll get back to you.