> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://nested.crisp.help/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# Purchase Request (PR)

# Why have a purchase requisition (PR)?

* Is an internal document To inform the list of items you want to buy, quantity with details and price (if any) to the purchasing department.
* Used to control the ordering and picking of products within the company that it is accurate. and has been approved by the head of the department

---

# Action permissions

# Create purchase requisition (PR)

1. Select the menu __Order__ and __Buy__.
2. Press tab __1. Request to buy__
3. Press the __Create purchase requisition (PR)__ button.
4. Fill in the details completely.
5. Press __Save__.

| 💡 Nested Tip: PR can be generated from tab 2. Order to sell by
1. Select the menu __Sell__ and __Sell__.
2. Press tab __2. Order to sell__
3. Select the sales order (SO) for which you want to generate PR.
4. Press the action button '...' select __Create purchase requisition (PR)__.


---

# Edit purchase requisition (PR)

1. Select the menu __Order__ and __Buy__.
2. Press tab __1. Request to buy__
3. Select the purchase requisition (PR) that you want to edit.
4. Press the action button ' **...** ', select __edit__.
5. Edit the information as needed.
6. Press __Save__.


| 💡 Nested Tip: In case the purchase requisition has been pulled to make a purchase order (PO) or a purchase order (GO), you must cancel the purchase order. (PO) or Goods Receipt (GO) before the purchase requisition (PR) can be amended.

| 💡 Nested Tip: In case the purchase requisition has been approved, you must __withdraw approval__ before amending any additional transactions. to perform the transaction approval process again

---

# Edit partner information, purchase requisition (PR)

1. Select the menu __Order__ and __Buy__.
2. Press tab __1. Request to buy__
3. Select the purchase requisition (PR) to edit partner information.
4. Press the action button ' **...** ', select __edit__.
5. Press __ on the right side of the save button__, select __Edit Partner Information__.


---

# Completed purchase requisition (PR)

1. Select the menu __Order__ and __Buy__.
2. Press tab __1. Request to buy__
3. Select the purchase requisition (PR) to edit partner information.
4. Press the action button ' **...** ', select __edit__.
5. Press __ on the right side of the save button__, select __Done__.


| 💡 Nested Tip: Completed, use in case of complete purchase But the system shows complete PO status = No


---

# Close/Open purchase requisition (PR)

1. Select the menu __Order__ and __Buy__.
2. Press tab __1. Request to buy__
3. Select the purchase requisition (PR) that you want __close__ or __open__.
4. Press the action button ' **...** ', select __edit__.
5. Press **right side of the record button**, select __Off__ or __On__.


---

# Cancel the purchase requisition (PR)

1. Select the menu __Order__ and __Buy__.
2. Press tab __1. Request to buy__
3. Select the purchase requisition (PR) that you want to cancel.
4. Press the action button ' **...** ', select __edit__.
5. Press __ to the right of the save button__, select __Cancel__.


| 💡 Nested Tip: Close VS Open VS Cancel
* Off is used in case the document is no longer needed. and the document contains some references
* On is used in case the document is closed. but want to use the document again
* Cancel, used in the event that the document is no longer needed Used in cases where the document has not been referenced.


---

# Workflow

# Send approval purchase requisition (PR)

1. Select the menu __Order__ and __Buy__.
2. Press tab __1. Request to buy__
3. Select the purchase requisition (PR) to be submitted for approval.
4. Press the action button ' **...** ', select __edit__.
5. Press __ to the right of the save button__, select __Submit Approval__.


---

# Withdrawal of purchase requisition (PR) approval request

1. Select the menu __Order__ and __Buy__.
2. Press tab __1. Request to buy__
3. Select the purchase requisition (PR) to be approved.
4. Press the action button ' **...** ', select __edit__.
5. Press __ to the right of the save button__, select __Reverse Document__.


---

# Approved via Dashboard

1. On the top menu bar, select the Mission menu.
2. Press tab __1. Request to buy__
3. Select the purchase requisition (PR) to be approved.
4. Press the action button ' ... ', select __Approve__.

# Approved through the request to buy menu

1. Select menu, order and buy.
2. Press tab __1. Request to buy__
3. Select the purchase requisition (PR) to be approved.
4. Press the action button ' **...** ', select __edit__.
5. Press __ to the right of the save button__, select __Approve__.

---

# Reject Approval via Dashboard

1. In the top menu bar, select the __missions menu.
2. Press tab __1. Request to buy__
3. Select the purchase requisition (PR) to reject the approval.
4. Press the action button ' **...** ', select __edit__.
5. Scroll down to the bottom of the document at **Note (internal)**, enter details to indicate the reason for the refusal.
6. Press the right side of the save button, select __Disapprove__.

# Reject Approval via Request to Buy menu

1. Select the menu __Order__ and __Buy__.
2. Press tab __1. Request to buy__
3. Select the purchase requisition (PR) to reject the approval.
4. Press the action button ' **...** ', select __edit__.
5. Scroll down to the bottom of the document where __Notes (internal)__ enter details to indicate the reason for the refusal.
6. Press the right side of the save button, select __Disapprove__.


---

# Details in the document

## ${color}[#e45765](Header)

* ${color}[#1c5da9](Request Date) set default to today. User can change

* ${color}[#1c5da9](Company/Branch) select the company and branch to issue the document.

* ${color}[#1c5da9](Reference) specify SO purchase requisition number (if applicable). Once entered, data from SO will be copied automatically.

|| In case the SO number is not found, it can be caused by many cases, for example, SO has been used to generate PR.

* ${color}[#1c5da9](Partner) specify partner name, can create [partner](/en/article/vendor-1718iek/) if desired.

* ${color}[#1c5da9](Description) specify job description. to make it easier to come back to find documents in the future

* ${color}[#1c5da9](Delivery Address) choose the address you want to notify the partner to deliver the product.

| 💡 Nested Tip: [Delivery Address](/en/article/project-delivery-address-1nxhbtj/) can be added if needed.

* ${color}[#1c5da9](Contact Name - Department) user can select a department.