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Part Purchase Request

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To go back to the Search screen, click Part Purchase Request next to Welcome at the top-right corner of the page.

1.1 Add Part Purchase Request​

Add a Part Purchase Request – Step-by-Step:​

Step 1: Reach the Part Purchase Request
From the main side menu, click on "Design and Development", then go to "Operation", and finally choose "Part Purchase Request".
This will open the Part Purchase Request Search page.

Step 2: Adding a Part Purchase Request
On the top-right of the Part Purchase Request Search page, click "Add Purchase Request" Button.

Step 3: Fill in Details

  • Supplier:
    • Existing Supplier : Uncheck New Source Supplier, then select from the Supplier dropdown.
    • New Source Supplier : Check New Source Supplier, then type the supplier name in the text field.
  • Purchase Request Number [Mandatory] : System-generated and non-editable.
  • Purchase Request Date [Mandatory] : Auto-filled with the current date.
  • Purchase Request Status [Mandatory] : Automatically set to NEW.
  • Department [Mandatory] : Select the Different Department from dropdown.
  • Purpose of Requirement [TextField][Mandatory] : Enter the reason for the request.
  • Remarks [Optional] : Enter any further details needed.
  • Requested By : Auto-filled with the user’s name.

1.1.1 Adding Line Items​

Fill in details:

  • Type [Mandatory] : Select item type.
  • Product [Mandatory] : Select product (depends on Type).
  • Quantity [Optional]: Enter units required.
  • Unit [Optional]: Select measurement unit (e.g., pcs, kg, meters).
  • Due Date [Optional]: Select date needed from Date Picker.

Click Add to insert the line item, or Clear to reset fields.
Click Save as Draft to save without submitting.

1.2 Search Part Purchase Request​

Search a Part Purchase Request – Step-by-Step​

Step 1: Start Searching On the Part Purchase Request Search page, you can filter by:

  • Supplier : Select a specific supplier from the dropdown list.
  • Purchase Request Number : Enter the unique Purchase Request number.
  • Purchase Request From Date and Purchase Request To Date : Together, specify a date range to find requests created within that period.
  • Department : Filter by the department that initiated the request
  • Status : Select a status to find requests in a particular state.
  • Due From Date and Due To Date : Together, specify a date range for the due date of the requested parts.
  • Only New Source Supplier : (with text field for supplier name) Check this box to display only requests made for new suppliers that are not yet in the system. When checked, the "New Source Supplier" text field will become available to search for a specific new supplier.

Step 2: See the Results
Click Search to view results, or Clear to reset filters.

1.3 Edit Part Purchase Request​

Edit a Part Purchase Request – Step-by-Step​

Step 1: Find the Record
On the search page, enter filters and click Search.

Step 2: Start Editing
From the results, click "View/Edit" next to the S.NO.

Step 3: Edit Details
On the Edit page, update the required details.

Step 4: Save Changes
After reviewing, click Submit to save updates.

Step 5: Cancel the Purchase Request (Admin only)
On the Edit page, an admin who is an approver for this request can click Cancel PR to cancel it. The button stays disabled unless the request is currently pending that admin's approval, and it is hidden entirely once a Supplier PO has already been raised against the request.

Step 6: Track Versions
Every time a Purchase Request is amended, a new version is recorded. Below the line items, the Purchase Request Version table lists each version with its Version number alongside S.No and View/Edit, so you can open and compare earlier versions of the request and its line items.

That’s it! You have learned how to ADD, SEARCH and EDIT a Part Purchase Request using the DMeX app.
If you need help, contact the support team.