PR Statuses

You can assign statuses to your purchase requests. Statuses help you track where a purchase request is in the selection and order process. Horizon comes with five statuses—Requested, Selected, Rejected, Ordered, and Received. Horizon automatically assigns the status of “Requested” to new requests, “Ordered” to requests that are added to a purchase order, and “Received” to requests that have been received. You assign the “Selected” and “Rejected” statuses manually.

You can generate statistical reports based on PR statuses (for example, you might compare the number of requested titles ordered versus the number rejected).

If you want, you can change the name of a status or add a new status by editing the Values group in the “pr” view definition. However, it is actually easier to create PR categories to function for any additional statuses you may need.

If you choose to change status names or add new statuses, be aware that:

You must assign new statuses a value that is greater than the existing statuses.
Values 0, 3, and 4 (Requested, Ordered, and Receipt) are used by the software, so any changes you make to the names of these values must be consistent with how they are used by Horizon. (Horizon assigns 0 to new requests, 3 to requests you add to an order, and 4 to requests that you receive.)

For more information about changing view definitions, see Customizing Views.

 


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