PR MANAGEMENT

Modified on Fri, 15 May at 11:42 AM

PR MANAGEMENT:

The PR List screen displays all Purchase Requisitions (PRs) created in the system and allows users to filter, track, create, and take action on PRs.

Filter Region: This section helps users quickly narrow down PR records based on multiple criteria.

PR Number: Dropdown to filter by a specific Purchase Requisition number.

PR Status: Filter PRs based on their current status.

Plant: Filters PRs based on the plant where the material or service is required.

PR Type: Type of PR created.

Item Code: Filter PRs based on the specific material/item code.

Material Group Code: Filters PRs using the material group classification.

Purchase Group Code: Filters PRs based on the responsible purchase group.

Vendor Code: Allows filtering PRs by vendor (if applicable).

PR Creator: Filters PRs based on the user who created them.

Department: Filters PRs by the requesting department.

From Date / To Date: Filters PRs based on PR creation date range.

Apply: Applies the selected filters and refreshes the PR list.

Search: Free-text search for quickly finding a PR by number, item code, or product name.

CREATE PR:

Used to create a new Purchase Requisition. Navigates the user to the PR creation screen.

PR Status: System-generated status (Draft / Submitted / Approved etc.) once the PR is created.

PRM360 PR Ref Number: Internal reference number generated by the PRM360 system after the PR creation.

SAP PR Number: SAP PR number (auto-filled after successful posting to SAP).

Requester SAP ID: SAP user ID of the person raising the PR.

Requester Name: Name of the requester (auto-filled).

Purchase Group Code: Purchasing group select from the dropdown.

Department Code: Department raising the PR. Select from the dropdown.

Creation Date: Date on which PR is created.

PR Doc Type: Type of PR. Select from the dropdown.

Plant: Plant where material/service is required.

Purchase Organization: Purchasing organization handling the procurement. Select from the dropdown.

Header Remark: General comments if any.

Information Note: Based on Account Assignment Category, some fields become mandatory GL Account, Cost Center, WBS Element, Asset

Item Section: Each PR can have one or more items.

Basic Item Details
The material code for an item can only be entered after the user selects a purchase group code and a plant that is mapped to the item.

Material Description: Short description of material/service.

Description2: Detailed technical or functional description.

Unit of Measurement (UOM):

Fetched from the item master (catalogue) once the user selects the item.

Delivery Date: Required delivery date.

Account Assignment Category:

Defines where the cost is booked.

Select from the dropdown (e.g., K = Cost Center, A = Asset, P = Project (WBS)).

Required Quantity: Quantity required.

Plant Code: Auto-populated based on the plant selected at the header level.

Plant Description: Auto-derived from the selected plant.

Location Code / Location Description: Storage or delivery location within the plant; fetched from the item mapped to the plant.

Purchase Group Code: Fetched from the selected purchase group code at the header level.

Material Group Code / Description: Auto-fetched from the item master (catalogue).

GL Account, Cost Center, WBS Element, Asset: Mandated fields based on the account assignment category selected.

Commitment Item: Manually entered field.

Total LC (Without PR Line): Total value of item in local currency; manually entered.

Valuation Price: Estimated price per unit.

Currency: Default is INR (can vary).

Desired Vendor: Preferred vendor (optional).

Item Text: Buyer-facing notes (specifications, terms, etc.).

Business Place: Select from the dropdown.

Add Item – To add another line item.
Remove Item – To delete the current item.
Save as Draft – To save the PR in the list page without submitting it to SAP.
Submit – To send PR to SAP and save it to list page.
Cancel – Exit without saving.

PR List:
Actions (Icons available for PR):

View: Used to view PR details.

Edit: Used to modify the PR (applicable only for draft or failed PRs).

Get Response: Used to view the response or error message received from SAP.

Payload: Used to download the PR payload.

Delete: Used to delete the PR (applicable only for draft and failed PRs).

PR Details:

PR Status: Displays the current processing status of the PR.

SAP PR Number: PR number generated in SAP after successful posting. This field remains blank if the PR is not yet posted or has failed.

PR Number: Internal system-generated PR number.

PR Type: Indicates the type of PR (ZPN, ZPR, ZPS).

PR Creator: Name of the user who created the PR.

PR Creator Date: Date on which the PR was created.

Department: Department that raised the PR.

Item Number: Line-item number within the PR. A single PR can contain multiple items.

Item Code: Unique material code associated with the PR item.

Product Name: Description of the material or service requested.

Comments: Remarks entered by the user for the PR line item.

Required Quantity: The quantity of the material requested in the PR.

UOM (Unit of Measure): Defines the unit in which the quantity is measured

Delivery Date: The required date by which the material should be delivered.

Plant: The plant/location where the material or service is required.

Purchase Group Code: Identifies the purchase group responsible for procuring the material.

Material Group: Classification of the material based on category.

Contract Price (Without Tax): The agreed unit price as per the contract, excluding taxes.

Contract Reference Number: The master contract number against which the PR item is created.

Contract Line Reference Number: The specific line-item number in the referenced contract that corresponds to the PR item.

Currency: Indicates the currency in which the price is quoted.

Vendor Code: Unique identification code assigned to the vendor in the system.
Used to link the price with the correct vendor.

Price Per Unit: The unit price given by the user for the material.