Introduction/Purpose:

The “PR to PO Report” in a procurement system provides a comprehensive view of the journey from a purchase requisition (PR) to a purchase order (PO). This report captures the various stages and details involved in the procurement process. The report includes the following information:

• PR Code: The unique identification code assigned to each purchase requisition.

• RFP/RFQ Code: If applicable, the code associated with the request for proposal (RFP) or request for quotation (RFQ) process.

• Vendor Name: The name of the vendor selected or involved in the procurement process.

• Response Code: The code representing the response received from the vendor for the RFP/RFQ.

• Response Status: The status of the vendor’s response, such as “accepted,” “rejected,” or “pending.”

• PO/POS Code: The unique identification code assigned to each purchase order or purchase order line item.

• PO/POS Date: The date when the purchase order was created or issued.

• Currency: The currency in which the purchase order or purchase order line item was created.

• PO/POS Amount: The total amount specified in the purchase order or purchase order line item.

• Payment Status: The status of payment for the purchase order or purchase order line item, such as “paid,” “partially paid,” or “unpaid.”

• Delivery Status: The status of the delivery for the purchase order or purchase order line item, such as “pending,” “delivered,” or “in transit.”

The “PR to PO Report” provides insights into the entire procurement process, tracking the progress from the initial PR to the final PO. It helps in monitoring vendor responses, evaluating payment and delivery status, and ensuring smooth procurement operations.

In addition to the above details, the “PR to PO Report” typically offers the following features to enhance usability:

• Filter: Users can apply filters to customize the report based on specific criteria. They can filter by PR date range and PO date range to focus on specific time periods.

• Export: Users can export the “PR to PO Report” to various file formats such as Excel, CSV, or PDF. This allows them to save the report locally or share it with others.

These features provide flexibility and convenience for users to analyze the PR-to-PO journey, track vendor interactions, and ensure efficient procurement processes. The “PR to PO Report” is a valuable tool for managing procurement activities and maintaining transparency throughout the procurement lifecycle.