Production Purchase Request
To go back to the Search screen, click Production Purchase Request next to Welcome at the top-right corner of the page.
The Production Purchase Request screen lets the production team raise a request for parts, products or other items needed on the shop floor. Once approved, the Purchase team raises a Supplier PO against it.
Prerequisites​
Before creating a Production Purchase Request, ensure the following master data is up-to-date:
| S.No | Master Name | Description |
|---|---|---|
| 1 | Supplier Master | List of active suppliers |
| 2 | Employee Master | Users authorized to raise purchase requests |
| 3 | Department Master | The department is fetched from the department assigned to the employee at the time of creation |
| 4 | Part Master | Parts available for selection when Type is Part |
| 5 | Item Master | Products available for selection when Type is Product |
| 6 | Codes Table | Configurable dropdown values (e.g., Unit) |
1.1 Add Production Purchase Request​
Step 1: Reach the Production Purchase Request Screen
From the main side menu, click on Production & Quality → Operations → Production Purchase Request. This opens the Production Purchase Request Search page.
Step 2: Create a New Purchase Request
Click the Add Purchase Request button at the top-right corner. This opens the Create Purchase Request form.
Step 3: Fill in Purchase Request Details
| Field | Description | Mandatory |
|---|---|---|
| Supplier | Dropdown from Supplier Master | Yes/Conditional |
| New Source Supplier | Tick the checkbox to enter a supplier manually when it is not in the Supplier Master | Yes/Conditional |
| Purchase Request Number | Auto-generated or editable as per configuration | Yes |
| Purchase Request Date | Defaults to the current date | Yes |
| Purchase Request Status | Defaults to New | Yes |
| Department | Auto-populated from the department linked to the logged-in employee | Yes |
| Purpose Of Requirement | Describe what is needed and why | Yes |
| Remarks | Optional free-form text | No |
| Requested By | Dropdown from Employee Master | Yes |
Step 4: Add Purchase Request Line Item(s)
| Field | Description | Mandatory |
|---|---|---|
| Type | Dropdown: Part, Product or Others | Yes |
| Product | Dropdown based on the selected Type; free-text entry when Type is Others | Yes |
| Quantity | Required quantity; decimals are not allowed for units such as Number / Unit | No |
| Unit | Unit of measurement from the Codes Table | No |
| Due Date | Date by which the item is required | No |
- Add → Adds the line item to the list below.
- Clear → Resets the line item fields.
To change a line item, click the Edit (blue pencil) icon on its row, update the fields and save. Click the Delete (red bin) icon to remove it; line items can be deleted only while the request is in draft.
Step 5: Attach a File (optional)
Under Choose File to Upload, select a file and click Upload File to attach supporting documents (e.g., drawings or quotations). Click the file name to download it later.
Step 6: Save or Submit
- Save as Draft → Saves the request without sending it for approval. It can be reopened later.
- Submit for approval → Sends the request to the next approver.
- Approve / Reject → Available to authorized approvers when reviewing a submitted request.
- Close PR → Closes the purchase request.
1.2 Search Production Purchase Request​
On the Production Purchase Request Search page, use one or more filters:
| Field | Description |
|---|---|
| Supplier | Select a supplier from the Supplier Master |
| Purchase Request Number | Search by PR number (e.g., PR-0001) |
| Purchase Request From Date | Show requests raised on or after this date |
| Purchase Request To Date | Show requests raised on or before this date |
| Department | Filter by the department that raised the request |
| Status | Filter by PR status |
| Due From Date | Show requests with line items due on or after this date |
| Due To Date | Show requests with line items due on or before this date |
| Only New Source Supplier | Show only requests with a manually entered (new source) supplier |
- Search → Matching purchase requests appear in the results table.
- Clear → Resets all filters.
1.3 Edit Production Purchase Request​
- Search for the purchase request and click View/Edit on its row.
- Update the header details or line items as required.
- Click Submit to save the changes, or Approve / Reject if you are the approver.
Admin users can cancel a request with Cancel PR, provided no Supplier PO has been raised for it.
When an admin edits a submitted request, the change is saved as a new version. The Purchase Request Version section lists each version with its Supplier, Purchase Request Number, Purchase Request Date, Type and Version; click View/Edit on a row to see that version's line items.
Once a Supplier PO is raised for the purchase request, the screen shows the linked PO number and no further edits are allowed.
That's it! You've learned how to ADD, SEARCH, and EDIT a Production Purchase Request using the DMeX app. For assistance, contact the Support Team.