Sales Request Details
The Sales Request details page provides a comprehensive view of all key information related to a sales sequest (SR), enabling users to manage, review, and monitor the request's approval status and item requirements.
Overview
The SR Details page is designed for users to manage the review, approval, and processing of sales requests (SRs).
Users can access several tabs within the details page to view the SR’s specifics. The Requested Items tab shows all initial item requests made in the SR. An Attachments tab is also provided to centralize all relevant documentation for the SR.
Additionally, based on a SR in Ordering status, a user with the Create PO permission can create a PO.
Available statuses
- Draft: Assigned when the SR is saved but not yet submitted. This status indicates an incomplete SR, visible only to the initiator.
- Actions: Delete, Save or Send.
- Enroute: Assigned when the SR enters the approval workflow. Approvers and reviewers proceed through designated workflow steps set of the SR module.
- Actions: Approvers can Approve, Reject or Cancel the request.
- Ordering: Assigned when the SR is approved and ready for purchase order creation.
- Actions: Cancel, or Complete, users with the Create PO permission can create a purchase order, using Create PO button.
- Completed: Final status, marking orders as complete and displaying them in the Archive tab on the dashboard.
- Cancelled: Assigned when the SR is cancelled and is also displayed in the Archive tab on the dashboard.
General Information
Only editable if the SR is in draft status.
- Beneficiary: Is automatically filled with the user’s name, but Sales Request Managers can select any beneficiary from all users.
- Organization Unit: Selected user's organization unit.
- Priority: Selected from options: Normal/High. Visible on dashboards for urgency.
- Due Date: Specifies when the items should be received.
- Purpose: Indicates the SR’s purpose.
Document Rows
The Requested Items tab outlines initial item specifications as requested by the user.
The Attachments tab lets users and managers add and view relevant files, supporting documentation for the SR.
Requested Items
- Description: Displays requested item.
- Quantity: Displays set number of each item.
- UoM: Set unit of measure.
- Expense Type: Displays selected expense type from available types in Expense Types.
- Remarks: Item-related notes or comments.
Attachments
- File Name: Name of the uploaded file.
- Comment: Notes or comments related to the file. Managers and users can upload any document required for the SR.
- Previous
- Sales Request Create