| Label | Action | Description / Example |
|---|---|---|
| PR Information | ||
| Title | Enter the title | Used to provide the title or summary for the Purchase Requisition. Example: Laptop Procurement for the IT Team. |
| Currency | Select a currency from the dropdown | Used to define the transaction currency for the Purchase Requisition. Example: USD, INR, or EUR. |
| Status | Select a workflow status from the dropdown | Displays and manages the Purchase Requisition's current workflow state. Example: Draft, Waiting for Approval, or Approved. |
| Status Date | Select the date | Displays the current workflow status date associated with the Purchase Requisition. Example: 21 May 2026. |
| Priority | Select the priority from the dropdown | Used to define the priority level of the Purchase Requisition. Example: Low, Medium, High, or Critical. |
| Location | Select a location from the dropdown | Used to associate the Purchase Requisition with a specific branch or operational location. |
| Requested By | Select a requester from the dropdown | Used to define the user requesting the Purchase Requisition. |
| Requested Date | Select the requested date | Used to define the date on which the Purchase Requisition was requested. Example: 20 Mar 2026. |
| Required Date | Select the required date | Used to define the expected procurement or delivery date for the requested items or services. Example: 28 Mar 2026. |
| Reporting Manager | Select the reporting manager from the dropdown | Used to associate the requester’s reporting manager for approval or tracking purposes. |
| Description | Enter the description | Used to provide detailed information about the Purchase Requisition requirement. Example: Procurement request for employee onboarding laptops and accessories. |
| Contract Reference | ||
| Contract Type | Select the contract type from the dropdown | Used to associate a contract category with the Purchase Requisition. Example: AMC, Service Contract, or Procurement Contract. |
| Contract Reference | Select the contract reference from the dropdown | Used to map an existing contract reference associated with the Purchase Requisition. Example: AMC-2026-001. |
| Contract Revision | Enter the contract revision | Used to define the revision version of the associated contract. Example: Revision 2 or v1.1. |
| Vendor Details | ||
| Vendor | Select a vendor from the dropdown | Used to associate the vendor with the Purchase Requisition. Example: Dell Suppliers, Cisco Distributor, or HP Vendor. |
| Payment Terms | Select payment terms from the dropdown | Used to define payment conditions associated with the Purchase Requisition. Example: Net 30, Advance Payment, or Quarterly Payment. |
| Ship Via | Select the shipping method from the dropdown | Used to define the shipment or delivery method for the requested items. Example: Courier, Air Freight, or Direct Delivery. |
| FOB Point | Enter the FOB point | Used to define the Freight On Board location or shipment transfer point. Example: Bangalore Warehouse or Chennai Port. |
| Type | Select the requisition type | Used to define whether the Purchase Requisition is for internal or external procurement. Example: Internal or External. |
| Pay Tax To Vendor | Enable or disable the toggle | Used to define whether applicable tax payments should be made directly to the vendor. |
| Pay On Receipt | Enable or disable the toggle | Used to define whether payment should be processed upon receiving the requested items or services. |
| Inspection Required | Enable or disable the toggle | Used to define whether the requested items require inspection before approval or acceptance. |
| Next | Click Next | |
| Cancel | Click Cancel | Cancels the Purchase Requisition creation process without saving changes. |
| Label | Action | Description/ Example |
|---|---|---|
| Shipping Address | Enter the shipping address details | Specify the delivery address for the requested items. Example: Infraon Technologies, Bangalore Office, 5th Floor, MG Road, Bengaluru – 560001 |
| Billing Address | Enter the billing address details | Specify the billing or invoice address associated with the Purchase Requisition. |
| Same as Shipping Address | Check to copy the shipping address into the billing address field | Automatically copies the Shipping Address details into the Billing Address field. |
| Terms and Conditions | Select the required terms and conditions from the drop-down | Used to apply predefined procurement terms for the Purchase Requisition. Click here to configure Terms and Conditions. |