All users in Prendio have the Requester role which allows users to create orders and approve orders as needed. In the Analysis Tab, Requesters have access to view the Requisitions Report Dashboard.
In Requisitions, a view will display several different status types. The timeframe for data can be selected via Req Created Date. Additional filters can be added to narrow down the search (Requestor, Supplier(s), and Order Status):
Depending on the search criteria, the amount of Total Orders, Orders Pending Approval, and Orders in Buyer/Supplier Processing will also display:
Once the search criteria has been selected, the first table shown is All Orders. This view displays all orders placed within the specified search criteria. Users can check the Status column to see where an order may be in the order process:
Below is a list of Order Status types along with their definitions. Please note that each Req or PO will only have one line entry in this view. Multiple entries are not available for each action made on a PO and the Order Status updates after its most recent action. If users wish to view additional details for an order, they can access the Order History: Track Your Order Using Order History
Users with the Admin role can also access the Purchase Order Audit Report to view changes made to orders.
Req in Buyers' Queue - The order is in the Buyers' Queue waiting for one of the buyers to take ownership of the order and process it.
Req in Approval - The order is in the approval process (spending limit, segment approval, new supplier, or on behalf of/placed an order for another user). Each approver in the approval path must approve before the order may proceed.
Req in Buyer Review - A buyer has taken ownership of the order. They are reviewing the order before submitting it to the supplier. If the Buyer has added any notes for review, they will be added to the Order Notes section of the Order History view.
Submitted to Supplier - The order has been submitted to the supplier (emailed to supplier from Prendio) and awaiting confirmation of ETA.
Confirmed by Supplier - The supplier has confirmed that the order has been processed. The buyer will then update the ETA and mark the order as Confirmed. An email will be sent to the end-user confirming delivery. For POs with an order type of I will Place the Order, a copy of the PO is emailed to the original requestor to forward to the supplier and marked as Confirmed by Supplier.
Punchout Successful - A submitted punchout order was successfully transmitted back to the punchout Supplier so they can begin fulfilling the order.
Packing Slip Scanned - A packing slip has been uploaded with details added via the Scan Match. The packing slip has moved to the Receipts tab of the Receiver role.
Receipt Created - A receipt has been created from a packing slip or proxy packing slip. Please note that a status will stay in Receipt Created even if a voucher or multiple vouchers have been created for the PO. The status can update back to Packing Slip Scanned or Invoice Scanned if additional documents have been uploaded for the PO and back to Receipt Created after additional receipts or vouchers have been processed. The status updates to Voucher Created only when the final voucher is prepared, and the PO is Closed/Fulfilled.
Invoice Scanned - An invoice has been uploaded with details added via the Scan Match. The invoice has moved to the Vouchers tab of the Accounts Payable role.
Voucher Created - The final voucher for a PO has been created and the PO is Closed/Fulfilled.
The second table, Orders Pending Approval, will display any orders that are in the approval process:
These orders will also appear in the first view, All Orders, with the same status.
Req in Approval orders From the All Orders view:
Orders awaiting approval will indicate which approver the order is currently waiting for review. It will also indicate the amount of time the order has been waiting for a response from the approver:
The third table is Orders in Buyer/Supplier Processing. This view shows any orders that have cleared approvals, but are not in a Confirmed by Supplier or Punchout Successful status. These orders are currently awaiting a user with the Buyer role to process the order or a Buyer may be actively working on the order:
Orders in the Orders in Buyer/Supplier Processing view can also be found in the first table, All Orders:
The final view will be the Top Suppliers used for the orders:
Suppliers will be referenced in the chart by percentage and the amount (total price) spent with each supplier:
