The Purchase Request Action Menu can be accessed by using the following steps:

1. Purchasing
2.  Select Purchase Requests
3.  Select a specific Purchase Request
4. Select the Action button

All action availability is controlled via Role Setup. If you are unable to access a specific action, please contact your site Administrator to request access. 

 

 

 

Action

 

Edit Line Items

This action will allow you to Edit the Line Items of the selected Purchase Request.

 

 

Generate POs (All PRs)

This action will allow you to Generate Purchase Orders for all Approved Purchase Requests.

 

 

Generate POs (Filtered)

This action will allow you to Generate Purchase Orders from the Purchase Requests selected in the applied filter. 

 

 

Generate PRs

This action will allow you to Generate Purchase Requests for all of the Part records selected in the applied filter. 

 

 

Reorder

This action will allow you to create a copy of the selected Purchase Request. 

 

 

Reset Approval

This action will allow you to unapprove a Purchase Request and reset its approval process.