8. Document Search

1.1

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= 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.

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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.

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The **full list of actions** that are performed in these status screens are listed here:

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* Requisition Status Review

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* Order Status Review

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* View Purchase Order

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* Requisition and Order Copying

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* Receipting

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* receipting Workflow

* Returns

* Change Orders

* Invoice Processing

* Invoice Approval Status Review

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* Financial Matching

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* 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.

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== 8.2 Top Search Bar ==

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From within the PECOS P2P the **Top Search Bar** can be used to locate orders you have raised.

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[[image:1644577137818-248.png]]

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1. Select ‘PO Search’ and enter the PO number of the order you wish to retrieve. Partial values are allowed and are not case sensitive.

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1. Click the **Search** button: search results will be displayed in the [[Search Results screen>>PECOS P2P.8 Document Search.8-4 Search Results]].

[[8.3 Search Screen>>PECOS P2P.8 Document Search.8-3 Search.WebHome]]

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[[8.4 Search Results>>PECOS P2P.8 Document Search.8-4 Search Results]]

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[[8.5 Document Statuses>>PECOS P2P.8 Document Search.8-5 Document Statuses]]

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[[8.6 PO View and Print>>PECOS P2P.8 Document Search.8-6PO View and Print.WebHome]]

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[[8.7 Order Acknowledgements>>PECOS P2P.8 Document Search.8-7Order Acknowledgements]]

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[[8.8 PO Resend>>PECOS P2P.8 Document Search.8-8 PO Resend.WebHome]]

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[[8.9 Audit Trail>>PECOS P2P.8 Document Search.8-9Audit Trail]]

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[[8.10 Payment Information and Remittances>>PECOS P2P.8 Document Search.8\:10 Payment Information and Remittances.WebHome]]

version	line-number	content
1.1	1	= Document Search =
	2
	3	{{box cssClass="floatinginfobox"}}
	4	{{toc/}}
	5	{{/box}}
	6
	7	== 8.1 Overview ==
	8
	9	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.
	10	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.
	11
	12	The full list of actions that are performed in these status screens are listed here:
	13
	14	* Requisition Status Review
	15	* Order Status Review
	16	* View Purchase Order
	17	* Requisition and Order Copying
	18	* Receipting
	19	* receipting Workflow
	20	* Returns
	21	* Change Orders
	22	* Invoice Processing
	23	* Invoice Approval Status Review
	24	* Financial Matching
	25	* Financial Settlement
	26	* Order Closure
	27	* Order Cancellation
	28	* Order Resend
	29
	30	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.
	31
	32	== 8.2 Top Search Bar ==
	33
	34	From within the PECOS P2P the Top Search Bar can be used to locate orders you have raised.
	35
	36	[[image:1644577137818-248.png]]
	37
	38	1. Select ‘PO Search’ and enter the PO number of the order you wish to retrieve. Partial values are allowed and are not case sensitive.
	39	1. Click the Search button: search results will be displayed in the [[Search Results screen>>PECOS P2P.8 Document Search.8-4 Search Results]].
	40
	41	{{id name="Results"/}}
	42
	43	[[8.3 Search Screen>>PECOS P2P.8 Document Search.8-3 Search.WebHome]]
	44	[[8.4 Search Results>>PECOS P2P.8 Document Search.8-4 Search Results]]
	45	[[8.5 Document Statuses>>PECOS P2P.8 Document Search.8-5 Document Statuses]]
	46	[[8.6 PO View and Print>>PECOS P2P.8 Document Search.8-6PO View and Print.WebHome]]
	47	[[8.7 Order Acknowledgements>>PECOS P2P.8 Document Search.8-7Order Acknowledgements]]
	48	[[8.8 PO Resend>>PECOS P2P.8 Document Search.8-8 PO Resend.WebHome]]
	49	[[8.9 Audit Trail>>PECOS P2P.8 Document Search.8-9Audit Trail]]
	50	[[8.10 Payment Information and Remittances>>PECOS P2P.8 Document Search.8\:10 Payment Information and Remittances.WebHome]]

Wiki source code of 8. Document Search