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Purchase Requisition Detail

View the complete details of a purchase requisition including document header, all line items with open quantities, and the current workflow status. From this page you can approve the PR, revert it to Draft, create linked RFQs or POs, short-close it, or cancel it.

Screenshot pending: Purchase Requisition Detail page showing document header with vendor, required-by date, Approved status badge, and line items table with open quantities.

Notes

Section titled “Notes”

This page is currently DEV-gated and only visible in development environments.

Accessing the Page

Section titled “Accessing the Page”

From the Purchase Requisitions list, click any row, or navigate directly to /commerce/procurement/requisitions/:id.

Header / Action Bar

Section titled “Header / Action Bar”
ButtonDescriptionAvailable When
BackReturn to the Purchase Requisitions listAlways
HistoryOpen the document change history dialogAlways
EditOpen the Edit Purchase Requisition formDraft only
DuplicateCreate a copy as a new DraftAlways
DeleteDelete after confirmationDraft only
ApproveTransition Draft → ApprovedDraft
Revert to DraftTransition Approved → DraftApproved
Short-closeClose with remaining open quantity (requires reason)Approved
CloseTransition Approved → ClosedApproved
CancelTransition Draft or Approved → Cancelled (requires reason)Draft, Approved
Export PDFDownload as PDFAlways (if configured)

When the PR is Approved, a Next steps strip offers shortcuts to create an RFQ or a Purchase Order from this PR.

Summary Card

Section titled “Summary Card”
FieldDescription
Document NumberSystem-generated PR number
StatusCurrent status badge
VendorBusiness partner (vendor) if specified
DateDocument date
Required ByRequired delivery date
CurrencyTransaction currency
RequesterUser who submitted the PR
Payment TermsPayment terms
Price ListApplied price list
ContactVendor contact
Billing AddressBilling address
Shipping AddressShipping address
ReferenceExternal reference
RemarksPR remarks

Line Items

Section titled “Line Items”
ColumnDescription
#Line number
ItemItem code and name
DescriptionLine description
WarehouseDestination warehouse
QtyRequested quantity
Unit PriceEstimated price (may be masked)
Disc %Line discount
Tax CategoryTax category
Tax AmountTax amount (may be masked)
Line TotalLine total (may be masked)

After RFQs and POs are created from this PR, an open quantity column tracks how much of each line is still unfulfilled.

Document Totals

Section titled “Document Totals”
FieldDescription
Total QuantitySum of all line quantities
SubtotalSum of line totals
DiscountDocument discount
TaxTotal tax
Grand TotalFinal total

Workflow States

Section titled “Workflow States”
graph LR
    DRAFT -->|Approve| APPROVED
    DRAFT -->|Cancel| CANCELLED
    APPROVED -->|Revert| DRAFT
    APPROVED -->|Close| CLOSED
    APPROVED -->|Short-close| CLOSED
    APPROVED -->|Cancel| CANCELLED

Deleting a Purchase Requisition

Section titled “Deleting a Purchase Requisition”
  1. Verify the PR is in Draft status.
  2. Click Delete in the action bar.
  3. Confirm the deletion.
  4. You are redirected to the Purchase Requisitions list.

Business Rule Notes

Section titled “Business Rule Notes”
  • Approving a PR authorizes purchasing. It cannot be returned to Draft except by using Revert to Draft.
  • Short-close closes the PR with a written reason when not all lines will be fulfilled.
  • The PR open quantity decreases as linked POs are confirmed.

Common tasks

Section titled “Common tasks”
  1. Open the page from the Purchase Requisitions list.
  2. Review line items and totals.
  3. Click Approve to authorize the purchase, then create an RFQ or PO.
Section titled “Related Pages”