Finding a Purchase Request

There are three ways to find a Purchase Request
1. Using the Views
2. Using the Search
3. Using the Filters

SOMAX has Pre-defined view on the Purchase Request list page that are designed to help you quickly locate Purchase Requests that are in a given Status

1. My Open Requests - Purchase Request created by you that are still in the "Open" Status
2. My Requests - Purchase Request created by you in any Status
3. Awaiting Approval - All Purchase Requests in the Status Of "Await Approval"
4. Assigned to Me for Approval - Purchase Request that have been Assigned to you for Approval in the Status of "Await Approval"
5. Converted to Order - All Purchase Requests that have been Converted to an Order in the Status of "Order"
6. Canceled or Denied - All Purchase Requests that have been Canceled or Denied in the Status of 'Canceled" or "Denied"
7. All Status Values - All Purchase Request in any Status

Note: Once you have Selected a View to display the list of Purchase Request you can search within that list using the Search function or the Filter function

The Search function allows you to do a Search on the following by entering  part of or all of the desired information and then clicking the Search Icon or hitting the Enter key

1. Purchase Request ID
2. Vendor ID
3. Vendor Name
4. Part ID
5. Line Item Description

The Filter function allows you to Filter on the following columns by entering part of or all of the desired information or choosing from a provided dropdown list

1. Purchase Request (Number)
2. Reason
3. Status - Dropdown List
4. Created By
5. Vendor (Vendor ID)
6. Vendor Name
7. Created (Created Date)
8. PO Number (If converted to PO)
9. Processed By
10. Date Processed

Purchase Request can have one of the following Statuses: