8. Document Search
Document Search
8.1 Overview
After submitting a Shopping Basket, the PECOS P2P will create a Purchase Requisition. The system will either route the entire requisition for approval or create one or more purchase requests (one for each supplier in the requisition) and route them separately for approval. This routing is determined by the approval rules associated with your user profile. Whilst your requisitions and order requests are pending approval, a status screen allows you to check on their current location and status.
After approval, purchase orders are created and transmitted electronically to suppliers. After your goods or services have been delivered or performed, receipting, returns and possibly invoices will need to be processed.
The full list of actions that are performed in these status screens are listed here:
- Requisition Status Review
- Order Status Review
- View Purchase Order
- Requisition and Order Copying
- Receipting
- receipting Workflow
- Returns
- Change Orders
- Invoice Processing
- Invoice Approval Status Review
- Financial Matching
- Financial Settlement
- Order Closure
- Order Cancellation
- Order Resend
Not all users will be able to access all of these activities. Your user profile and organisational assignment will dictate what activities you have permission to perform and what area of your organisation you can perform them in. Each of these requisition management actions can be accessed either from the Top Search Bar or through the Document search screen.
8.2 Top Search Bar
From within the PECOS P2P the Top Search Bar can be used to locate orders you have raised.
- Select ‘PO Search’ and enter the PO number of the order you wish to retrieve. Partial values are allowed and are not case sensitive.
- Click the Search button: search results will be displayed in the Search Results screen.
8.3 Search Screen
8.4 Search Results
8.5 Document Statuses
8.6 PO View and Print
8.7 Order Acknowledgements
8.8 PO Resend
8.9 Audit Trail
8.10 Payment Information and Remittances