Adaco: Purchase Requisition Status Report – Fourth & HotSchedules Customer Success Portal

Purchase Requisition Status Report

The report details the requisitions and the purchase orders created from the requisitions.

To run the Purchase Requisition Status Report go to Report Center > Requisition Reports > Purchase Requisition Status Report
To open the report criteria screen, double-click Purchase Requisition Status Report or select the report and click Run Report, as per Fig.1

Fig.1 - Running the Purchase Requisition Status Report

Report Criteria:

Enter report criteria to get desired results, as per Fig.2

Fig.2 - Report Criteria for the Purchase Requisition Status Report

NOTE: This report can be generated at Central Purchasing. When generated at Central Purchasing the report criteria will include selecting a Property and omit the Outlet selection. See Fig.3

Fig.3 - Report Criteria for the Purchase Requisition Status Report at Central Purchasing

Fields	Description
Users	Allows choosing selected or all users. Blank [Default]
Outlets	Allows choosing selected or all outlets. Blank [Default]
User Type	Requisition Creator: reports groups by the creator of the requisitions full name [Default] P.O. Creator: reports groups by the creator of the purchase orders full name
Report Type	Blank [Default] All Purchase Requisitions: lists all requisitions for the date range entered. Open Purchase Requisitions Only: lists only purchase requisitions that have not been created into purchase orders. PO Details: lists purchase order information under sequence action section of report.
From Date	Enter the requisition From delivery date. Blank [Default]
To Date	Enter the requisition To delivery date. Blank [Default]

Report Results

When the Purchase Requisition Status Report is generated, by all users, all outlets, requisition creator and all purchase requisitions for a specified date range, the result should look similar to Fig.4

Fig.4 - Purchase Requisition Status Report results

Fields	Description
Requisition Creator	Displays the full name of the user that created the requisition.Property > User Center > Full Name. If User Type = P.O. Creator- displays the PO creator full name. Property > User Center > Full Name.
Requisition	The Requisition number.
Requisition Description	The description entered on the purchase requisition [If applicable].
Delivery Date	The delivery date entered on the purchase requisition.
Lines	The number of line items on the requisition.
Amount	Requisition line item total. Calculation: AMOUNT = QTY x EXT COST
Outlet	The requisition ordering outlets number.
Outlet Name	The requisition ordering outlets name.
Sequence Action	Displays the actions taken against the purchase requisition is sequential order. Example: Requisition created Reviewed [If Applicable] Approved [If Applicable] Final Approve [If Applicable] Released Purchase Order Created
Action By	Displays the full name of the user who performed the sequence action.
Action Date	The date and time the action was performed.
Time to Take Action	Displays the amount of time in hours and minutes [HH:MM] the action was pending the user.
PO #	The purchase order number.
Vendor	The purchase orders vendor number.
Vendor Name	The purchase order vendors name.
Delivery Date	The delivery date entered on the purchase order.
Lines	The number of line items on the purchase order.
Amount	Purchase order line item total Calculation: AMOUNT = QTY x PRICE
Outlet	The purchase orders ordering outlet number.
Outlet Name	The purchase orders ordering outlet name.

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