To view or report on purchase requests of all statuses (e.g. Draft, Awaiting Approval, Approved, Accepted or Closed) from the Invoicing module Finance area, follow the steps below:
1. In the Invoicing module, go to Finance > Search (under the Purchase Requests heading).
2. Define your search by using the Date filter to set a date range and utilise the other filters available.
Note: You can use the Search filter field to search for a specific Supplier Name, or purchase request description, etc., to filter your results further.
3. Click Update to find the purchase request data matching your search criteria.
4. Click on the supplier's name to expand the purchase request and see its details.
Once you've reviewed your search results, you have the option to export the results to an available export format set up on the account for purchase requests.
How to export your search results
To export your purchase request search results to an available export format, follow the steps below:
1. Tick the Select All checkbox or individually tick the checkbox(es) next to each purchase request you'd like to export.
2. Click the Export button, then select either Export All or Export Selected.
3. Populate the fields in the Export Purchase Requests window.
Report Name - give your export file a name.
Format - select the desired export format from the list of available Export Formats set up in the Admin area of your account.
File Destination - select the destination you'd like the file to be exported to; this can be a regular download to your browser or a configured outbound file delivery.
Include Files - tick the checkbox if you require a downloaded copy of any files attached to the purchase requests you're exporting.
4. Click Export and your file download will begin.
5. Click the Close button on the Export Purchase Requests window, or click the red Export History link to see the history of your exported files.
