---
title: "Purchase Requisition Dashboard"
canonical: "https://kb.myframeworks.com.au/space/FRAM/28382348/Purchase%20Requisition%20Dashboard"
format: markdown
---
# Overview
Allows you to view/review existing batch requisitions.
# Accessing the Purchase Requisition Dashboard
To access the Purchase Requisition Dashboard, perform the following:
1. Click **Frameworks **then navigate to **Purchasing & Receipting >Transaction Processing > Purchase Requisitions **from the navigation tree.
2. Click **Find **to view all in completed (Open or Locked) purchase requisitions.
> ⚠️ The **Branch **field defaults to the users logged in branch.
# Navigating the Purchase Requisition Dashboard
Once you have opened the **Purchase Requisition Dashboard** you will be able to view, access and maintain your purchase requisitions.
The Purchase Requisition Dashboard is made up of 2 sections, these are:
## 1. The Search Options
The search options section allows you to:
### 1. Search for any open and/or completed Purchase Requisitions
You are able to refine your search using the following search criteria:
- **Branch:** Select the ordering branch from the drop-down menu. This will default to the users logged in branch.
> ℹ️ For **Purchasing Supervisors**, all branches can be selected.
- **User: **Enter the user who created the purchase requisition. Click **Search** top open the User Finder window.
- **Batch Type: **Select the purchase requisition batch type from the drop-down menu.
- **Batch Status: **Select the purchase requisition batch status from the drop-down menu. This will default to display all incomplete batches.
Additional Search option are available if the **FWPBCycle **system settings flag has been enabled, these are:
- **Supplier: **Enter the supplier's name or id. Click **Search** top open the Supplier Finder window.
- **Reorder Cycle: **Enter the reorder cycle of the purchase requisition. Click **Search** top open the Re-Order Cycle Codes Finder window.
### 2. Create new manual purchase requisitions
Click **New **to open the **Purchase Requisition Header **window. Enter the following details and click **Save **to create the manual purchase requisition and open the [Purchase Requisition Maintenance ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384600)screen to enter your products.
- **Description: **Enter a brief description about the purchase requisition.
- **Branch: **Select the ordering branch from the drop-down menu. This will default to the users logged in branch.
- **Batch Date: **Enter a batch creation date.
- **Supplier: **Select a supplier the purchase requisition is for. Leave blank to create a purchase requisition batch for multiple suppliers.
> ⚠️ A supplier is required if single supplier for purchase requisition batches is enabled using the **FWPBSinSup **system setting - flag. If the **FWPBCycle** flag is enabled, then a supplier is not required.
### 3. Lock Open Batches and Order Selected batches
> ⚠️ Only available if the **FWPBCycle **system settings flag has been enabled and the user is a **Purchasing Supervisor.**
1. Click **Lock Open Batches** to open the **Lock and Split Batches **window. By selecting a batch or batches and clicking **Proceed **you will:
- **Split** the selected purchase requisition batch/es from multiple suppliers and a single reorder cycle into single supplier batches with multiple reorder cycles. Manually created batches that were selected will also be split and merged into the newly created batches.
- **Lock **the newly created the purchase requisition batches, from additional products being automatically added, ready to order.
> ✅ Refer to [Purchase Requisition Stock Reorder Batches via Scheduled Task ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28403414)for more information.
2. Click **Order Selected **to create [Purchase Orders](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384572) for the selected purchase requisition batches. The **Multi Purchase Order Review **window will open allowing you to:
- Updated the delivery details
- Print/email the selected purchase orders.
## 2. The Results Grid
The results grid will display all the results matching the above search criteria.
For more information about the Results Grid, click here.
| **Field** | **Description** |
| --- | --- |
| **Order Selected** | Tick the checkbox of the purchase requisition batches you want to create purchase orders for.
> ⚠️ Only available if the **FWPBCycle **system settings flag has been ticked. |
| **Branch** | Displays the Branch the purchase requisition batch has been raised against. |
| **Batch** | Displays the purchase requisitions batch number. Clicking on the **Batch** hyperlink will take you in the [Purchase Requisition Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384600) screen. |
| **User** | Displays the user assigned to the purchase requisition batch. |
| **Date Created** | Displays the purchase requisition batch creation date. |
| **Supplier** | Displays the supplier whose products are on the batch requisition.
> ℹ️ Where there is more than one suppliers' products in the batch **multiple **will be displayed. This requires the **FWPBSinSup** system setting flag to be unticked. |
| **Description** | Displays the description of the purchase requisition batch entered at the time it is created.
> ℹ️ - Where the batch was created by the [Purchase Requisition Stock Reorder Batches via Scheduled Task ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28403414), the description will default to **Auto-Reorder batch**.
> ℹ️ - When a purchase requisition batch with the type **Cycle **has been locked and split the description will show **Split Batch - *****Suppliers' Id -***** the split date. **This requires the **FWPBCycle** system setting flag to be ticked. |
| **Batch Type** | Displays the purchase requisition batch type. The available batch types are:
- **Auto:** When the batch has been generated via the requisition [batch scheduled task](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28403414).
- **Linked PO:** When the source request for a batch has resulted from a [Linked Purchase Orders](https://sterlandsupport.atlassian.net/wiki/spaces/fwksproau/pages/30523144).
- **Manual:** When a batch has been created manually via the **New **button on the Purchase Requisitions dashboard.
- **PDA:** When the batch has been created via the **New **button in [Purchase Requisitions (Mobile) ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28407214).
- **Multiple:** When product lines in the batch have come from different input methods.
- **Cycle:** When the batch has been generated via the requisition [batch scheduled task](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28403414) AND the **FWPBCycle** system setting flag has been ticked. This means products are added based on their reorder cycle. |
| **Reorder Cycle** | Displays the reorder cycle code for the purchase requisition batch.
> ℹ️ - If **Blank **is displayed the purchase requisition batch is NOT created around a reorder cycle. Typically manually created purchase requisition batches will be blank.
> ℹ️ - If **Multiple **is displayed the purchase requisition batch contains more than one reorder cycle. Typically displayed when a purchase requisition batch has been Locked and split.
> ⚠️ Only available if the **FWPBCycle **system settings flag has been ticked.
> ✅ Refer to [System - Re-order Cycle Codes ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28409856)for more information in defining reorder cycle codes. |
| **Batch Value** | Displays the total value of all the products on the purchase requisition batch. |
| **Minimum Order** | Displays the suppliers minimum order value. If the purchase requisition **batch value** is less than the** minimum order** value, the minimum order value will be highlighted red
 |
| **# Lines** | Displays the number of product lines on the purchase requisition batch. |
| **Linked S/O** | Displays **Yes **or **No **is there are any linked sales Order associated with the purchase requisition batch. When yes, the colour of the field is highlighted **green** to advise there is a linked S/O. |
| **Status** | Displays the status of the purchase requisition batch.
- **Open: **The purchase requisition batch is open, and products can be added the purchase requisition batch
- **Locked: **Products can no longer be added to the purchase requisition batch. Only purchasing supervisors are able to lock and unlock purchase requisition batches.
- **Complete: **A purchase order has been created, and products can no longer be added. |
# Additional Information
> ✅ Refer to the [Purchase Requisition Maintenance ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28384600)User Manual for additional information.
> ✅
> ✅ Refer to the [Purchase Requisition Stock Reorder Batches via Scheduled Task ](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28403414)for additional Information.
Related System Settings - Flags/General
| **Flag** | **Value** |
| --- | --- |
| ‘**Purchase Supervisor**’ flag on [User Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378032) | When enabled only purchasing supervisors will be allowed to lock a batch and once locked, the batch cannot be added to by other (non-purchasing supervisor) users.
Only purchasing supervisors will be allowed to make changes to a locked batch or unlock a batch. |
Click on a link under System Setting - Flags for more information.
| **System Settings - Flags** | **Flag Purpose** |
| --- | --- |
| **FWPBCycle** | Purchase Requisition batches created by Reorder Cycle Code |
| **FWPBSinSup** | Use a single supplier for Purchase Order batches |
| **FWPurIgSlo** | Ignore slow loading fields in the multi-supplier batch |
| **FWPurBatch ** | Place stock reorder batches into Frameworks instead of Prostix |
| **InvExBrStk** | Check for excess branch stock when purchasing |
| **InvExcessC** | Algorithm for calculating the excess stock |
| **InvGrpROrd** | Define Central ReOrder values at Group Level |
| **InvReptReb** | Apply report rebates to cost |
| **WHouseSupDef** | Use Warehouse Supplier as Default |
Click on a link under System Setting - General for more information.
| **System Setting - General** | **Setting Purpose** |
| --- | --- |
| **InvStkRord** | Algorithm to use for stock reordering |
| **OrdTfrDesp** | Default despatch method for branch transfers |
| **OrdTfrArea ** | Default delivery area for branch transfers |
> ✅ Refer to [Purchasing and Receipting Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401318) for more information.