NextGen FSM
NextGen FSM
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Manage procurement request data (header & lines)

The Procurement Requests page allows administrators and configurators to monitor, search, filter, and manage material procurement requests. This functionality ensures full governance of material procurement, a clear separation between draft preparation, validation, and external submission, and seamless integration with external ERP systems.

Procurement Request List

This is the landing page where all existing Procurement Requests are displayed in a central grid. It provides end-to-end traceability from the Replenishment Transfer Request (TR) to the external reservation.

  • Navigation Path: Warehouse > Inventory Management > Procurement Requests

Search Result Table

Each row represents a single Procurement Request. The table provides a high-level view with the following columns:

  • ID: System-generated unique identifier.

  • Code: The unique alphanumeric identifier.

  • Description: Text description of the procurement request.

  • Status: Current state of the document (e.g., Draft, To be Confirmed, Confirmed, Sent, Cancelled).

  • Request Date: The date the request was generated.

  • Last Update Date: The latest date the request was updated.

  • Destination Warehouse: The designated warehouse for delivery.

  • Authorized: This field marks if the PR was authorized.

  • Authorization User: This field indicates who authorized the PR.

  • External Code: External Code of the PR.

Filter Panel

The list supports refining the search using optional and combinable criteria. Access the filter panel to search by:

  • Code

  • Description

  • Type

  • Status: Select from Draft, To be Confirmed, Confirmed, Sent, or Cancelled (Default: All).

  • Delivery Status: Current status of the material’s delivery (eg. On Hold, In Progress, Done)

  • Destination Warehouse

  • Responsible for Pickup

  • Originating Transfer Request

  • Creation Date Range

  • Last Update Date Range

  • Authorized

Grid Operations

After selecting a Procurement Request, the following operations are available (availability depends on the current status of the request):

  • View: Opens the record in read-only mode.

  • Edit: Opens the request in edit mode (if the status allows).

  • Confirm: Triggers the validation and confirmation process.

  • Send to External System: Initiates the integration with the external system.

  • Cancel: Triggers the overall cancellation of the Procurement Request.

View & Edit Procurement Request

A Procurement Request is composed of a Header (master record) and multiple Lines (material positions linked to the header).

Header Details

  • View Mode: Opens the detail view where all fields are [Read-only]. This includes ID, Code, Description, Status, Type, (Destination) Warehouse, Picking-Up User (e.g. person in charge for material’s pick-up), (Originating) Transfer Request, External Code (e.g. Code of the PR on the External System, Creation Date, Last Update Date, Authorized, Authorizing User, Authorization Date.

  • Edit Mode: * Editability Rule: Editing is ONLY allowed when the header status is Draft or Open. It is locked in all other statuses.

    • Code: [Editable] Must remain strictly unique.

    • Description: [Editable]

    • Responsible for Pickup: [Editable] Permitted only if allowed by business rules.

    • The rest fields are not editable.

Lines (Material Positions) Details

Each line represents one material to be procured. If Lines originates from the Transfer Request, they cannot be added or removed manually.

  • View Mode: All line fields are [Read-only], displaying Line ID, Material (code + description), Requested Quantity, Delivered Quantity, Reservation Code, Serial Numbers, External Movement Type, External Cost Type, External Cost Account, External Auxiliary Account, and Line Status.

  • Edit Mode: Editability of individual fields depends on the system-managed Line Status and Header Status.

    • If the PR Header is in Draft or Open Status and Posiztion Status is 'Incomplete': Specific external fields are [Editable] (e.g., External Logistics Center, External Movement Type, External Cost Type). These dropdowns allow single selection of active values only.

    • If Line Status is 'Complete': The entire line is strictly [Read-only].

Action Rules & Validations

Confirm Procurement Request

  • The Confirm action can only be triggered when the Procurement Request Header is in Open status.

  • System Check: Upon triggering, the system verifies that ALL material lines are in the Complete status.

  • If any line remains Incomplete, the action is blocked, and the Header status remains Open.