Find purchase job work
A Purchase Jobs work list helps you locate procurement work by its current purchasing stage. Use it to move from the request-for-quotation list to quotations and purchase orders, or to find work that has reached the archived lists. The procurement flow runs from potential work through an offer and an order to archived outcomes.
An MRQ, or material requisition, is the request that starts purchasing. An RFQ is a request for supplier pricing; a quotation is the supplier's offer; and a PO is a purchase order.
| If you need to… | Go to |
|---|---|
| Find work before a supplier quotation exists | Find active work by list and select RFQs |
| Find supplier quotation work | Find active work by list and select Quotations |
| Find purchase-order work | Find active work by list and select POs |
| Read the columns and list tools | Read the work list |
| Find received, cancelled, unquoted, or rejected work | Find archived work |
| Follow the procurement hand-offs | Purchase job workflow |
| Open the detailed purchase-job record | Purchase job record |
| Work with archived and exception lists in detail | Find archived and exception purchase job work |
| Create or manage the request that feeds purchasing | Create an MRQ |
Before you start
You need a signed-in PAMS session and access to the Purchase Jobs list. The list can be replaced by a subscription-upgrade surface, and the tabs appear on the normal breadcrumb-based list surface.
Prerequisites
- Sign in to PAMS.
- Know whether you are looking for an RFQ, a quotation, a PO, or archived work.
- Open the Purchase Jobs list.
You are ready to choose a Purchase Jobs tab.
Find active work by list
Use the Purchase Jobs list tabs to choose the part of the procurement flow you need. All is the broad list; RFQs, Quotations, and POs focus the list on their respective work.
Prerequisites
- You are signed in.
- You know which kind of work you need to locate.
Steps
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In the Purchase Jobs list, select the option that matches your task.
If you need to… Select Review all purchase work All Find request-for-quotation work RFQs Find quotation work Quotations Find purchase-order work POs Open the separate material-requisition list MRQs Check the active Purchase Jobs tabs and the list headers.
Result: You selected the requested Purchase Jobs tab or selected MRQs as the separate list link.
Read the work list
Each list shows the information available for that work stage. The headers can differ between lists, so use the headers currently visible rather than expecting one fixed column order.
Prerequisites
- The Purchase Jobs list is open.
- You know whether you are looking for all work, an RFQ, a quotation, a PO, or archived work.
- The list has finished loading its headers.
| List | Headers you can use to identify a row |
|---|---|
| All | Package no., MRQ no., Purchaser, Job stage, Package title, Required receiving date, Supplier, Sub-supplier order no. |
| RFQs | Purchasing no., MRQ no., Purchaser, Job stage, Package title, Required receiving date, Supplier |
| Quotations | Purchasing no., MRQ no., Purchaser, Job stage, Package title, Required receiving date, Offer date, Offer total price, Offer total price in main currency €, Offer total price (incl. tax), Supplier(s) |
| POs | Purchasing no., MRQ no., P.O. no., Purchaser, Job stage, Package title, Forecasted receiving date, Order total price (incl. tax), Supplier, Sub-supplier order no. |
| Archived | Product, Variant, Package no., Purchaser, Sub-supplier, Package title, Price, Price in €, P.O. no., Stage, Delivery Date, Sales job no. |
The visible headers come from your selected list layout. The list shown for All also provides Table Layout.
Steps
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In the Purchase Jobs list, select the tab for the work you need.
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In the selected list, read the identifying headers in the matching row of the table above.
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When Filter Row appears, use the filter cells beneath the headers to narrow the list.
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When Group Panel appears, use the grouping area to group the list.
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When Export appears, select Export to open the available export options.
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If Table Layout is available, select Table Layout to review the list-layout tools.
Result: The relevant list is on screen, its identifying headers are clear, and any available filter or grouping area is ready to use. Continue to Find archived work for archived outcomes.
Find archived work
Archived work is procurement work grouped by its received, cancelled, unquoted, rejected, or non-extended outcome. Use this branch when the work is no longer in the active RFQ, quotation, or PO list.
Prerequisites
- You are on the Purchase Jobs list surface.
- You are looking for work in an archived outcome.
Steps
-
Select Archived.
Review the Archived list and its outcome choices. -
Select the outcome list that matches the work you need.
If you need to find… Select Received purchase orders Received POs RFQs cancelled during purchasing Cancelled RFQs Rejected quotations Rejected Quotations Cancelled purchase orders Cancelled POs RFQs without a quotation Unquoted RFQs Quotations that were not extended Non-Extented Quotations Rejected PO acceptance Rejected PO acceptance -
Read the row using the headers for the archived list.
Use the Archived headers to identify the matching work row.
Result: The selected archived outcome list is on screen with its matching rows.
Troubleshooting
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