Searching, Reviewing, and Editing Purchase Requests
You can search for purchase requests by title keyword, status, category, and creation date. These options let you quickly generate a list of requests that match certain criteria. (For example, if you have defined a PR category for faculty requests, you can display a list of titles requested by faculty members.) Once you generate a list, you can print it, and review and update the items on the list as necessary. You search for purchase requests with the Find PR option on the PR menu.
Here is a sample purchase request list:
As you review your purchase requests, you can change the category or status assigned to the request. (For example, if you decide to purchase a request, you can change its status to “Selected.”)
This section explains how to search for purchase requests by:
To search for purchase requests by title keyword
You can search for a purchase request by entering one or more terms in the title.
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Start the Find PR process. |
The default location of this process is the Acquisitions\Purchase Request folder on the navigation bar.
Horizon displays the Compound Search window.
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Highlight the PR Title Keyword index and enter the word or words you want to search on. |
If you want to display the keywords that are included in the index, click View Keywords. Then enter the word or partial word where you want to go in the index. Double-click a term to display the requests that contain that term in the title.
Horizon displays a list of the purchase requests whose titles contain the keywords you entered.
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Review and update the requests as necessary: |
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To edit a request, highlight it and click Edit (or double-click the request). |
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To delete a request, highlight it and choose File, Delete. |
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To print the list, choose File, Print. |
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To save the list to a file, choose File, Save to File. |
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To search for other requests, click Find. |
To search for purchase requests by category
If you have defined PR categories and assigned them to your purchase requests, you can search for requests by category.
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Start the Find PR process. |
The default location of this process is the Acquisitions\Purchase Request folder on the navigation bar.
Horizon displays the Compound Search window.
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Highlight the PR Category index. |
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Click PR Categories to display the categories you can choose from. |
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Highlight the category you want and click Search. |
Horizon displays a list of purchase requests with the category you selected.
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Review and update the requests as necessary: |
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To edit a request, highlight it and click Edit (or double-click the request). |
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To delete a request, highlight it and choose File, Delete. |
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To print the list, choose File, Print. |
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To save the list to a file, choose File, Save to File. |
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To search for other requests, click Find. |
To search for purchase requests by status
You can search for purchase requests by status. For example, if you want to generate a list of requests that have been approved and are ready to be ordered, you can search for requests with a status of “Selected.”
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Start the Find PR process. |
The default location of this process is the Acquisitions\Purchase Request folder on the navigation bar.
Horizon displays the Compound Search window.
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Highlight the PR Status index. |
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Click PR Statuses to display the statuses you can choose from. |
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Highlight the status you want and click Search. |
Horizon displays a list of purchase requests with the status you selected.
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Review and update the requests as necessary: |
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To edit a request, highlight it and click Edit (or double-click the request). |
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To delete a request, highlight it and choose File, Delete. |
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To print the list, choose File, Print. |
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To save the list to a file, choose File, Save to File. |
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To search for other requests, click Find. |
To search for purchase requests by creation date
You can search for purchase requests by the date the requests were created. You can display requests that were created on a certain date, before a certain date, after a certain date, or in between certain dates.
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Start the Find PR process. |
The default location of this process is the Acquisitions\Purchase Request folder on the navigation bar.
Horizon displays the Compound Search window.
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Highlight the PR Creation Date index. |
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If you want to display requests created on a specific date, enter the date in the Search for field and click Search. |
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If you want to display requests created before or after a certain date, or between certain dates, click Date Range. |
Horizon displays the Date Range window.
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To display purchase requests that were created on or before a certain date, mark Prior to. Then enter the date you want in the Date field and click OK. |
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To display purchase requests that were created either on or after a certain date, mark Since. Then enter the date you want in the Date field and click OK. |
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To display purchase requests that were created on or between certain dates, mark Range. Then enter the start and end dates you want in the Start Date and End Date fields and click OK. |
Horizon displays a list of purchase requests that were created within the date range you specified.
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Review and update the requests as necessary: |
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To edit a request, highlight it and click Edit (or double-click the request). |
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To delete a request, highlight it and choose File, Delete. |
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To print the list, choose File, Print. |
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To save the list to a file, choose File, Save to File. |
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To search for other requests, click Find. |
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