Page 13 - Participant Guide - Unanet GovCon Using Purchasing

LESSON 2 PURCHASE REQUISITIONS (PR)

Learning Objectives

• Differentiate the various procedures and requirements used to Create/Submit/
Approve Purchase Requisitions and Purchase Orders
o Purchase Requestor Create/Submit a Purchase Requisition (PR)
o Purchasing Manager Approves a PR (optional)
• Analyze Purchasing reports that are critical to ensuring accurate transaction
processing

Introduction
Purchase Requisitions (PR) are used to make a purchase or an order request for the
company. A PR is a document used to inform managers, or the purchasing officer, so
that the purchasing department can start the purchasing process. A PR is not a
commitment but a means to formally track who first initiated the request and who
approves that request before it becomes a Purchase Order.

Lesson 2 Overview Video (for SDL only)

Purchase Request (PR)
Navigate: Financials > Purchasing > Purchase Requisitions
You must have a user with a Purchase Requestor role in order to create PRs. Using the
Purchase Requisition Search/List screen, you can add or search for existing PRs. From
the List screen, an existing PR can be viewed, edited, deleted, and closed.

In Unanet, the information and any attachments in the PR can be used to create a
Purchase Order (PO). A PR can be related to one or many Purchase Orders (POs).

A PR consists of both Summary and Detail lines that are separated into 3 sections
(Labor, Expense, and Items). Items are those entries that have a UOM (Unit of
Measure), quantity, and rate associated with them. The minimum required Summary
data to be entered is:

Required Fields in Profile:
LEGAL ENTITY The legal entity to which this will belong
PURCHASE REQUEST:
• Requestor • Name of person making the request
• Owning Organization • The organization on behalf of which the request is made
• Document Date • Pre-populated with the current date but can be updated
• Request Amount • Represent the total value of the PR
• Description • Used to describe the purpose of the PR
DOCUMENT:
• Document Date • Pre-populated with the current date but can be updated

LESSON 2 PURCHASE REQUISITIONS (PR)
©2022 Unanet. All rights reserved. 13