Understanding Purchase Requests
A Purchase Request (PR) is the core workflow in Syncor. It represents a formal request to purchase products, which must go through an approval process before being fulfilled.
Status Flow
The lifecycle of a Purchase Request follows this general path:
Draft -> Pending Approval -> Processing -> Fulfillment -> Billing -> Closed
Pre-Approval Statuses
| Status | Description |
|---|---|
| Draft | Created but not yet submitted. Freely editable. |
| Pending Approval | Submitted and waiting for approver action. |
| Rejected | An approver rejected the request. You can revise and resubmit. |
| Recalled | You pulled back the request before full approval. |
Post-Approval Statuses
Once a PR is fully approved, it enters Processing and progresses through fulfillment and billing stages:
| Status | Description |
|---|---|
| Processing | Fully approved and being processed by procurement. This covers order commitment and ERP synchronization. |
| Partially Shipped | Some items have been shipped by the supplier. |
| Shipped | All items have been shipped. |
| Partially Delivered | Some items have been delivered to the delivery location. |
| Delivered | All items have been delivered. |
| Partially Invoiced | Some invoices have been received from the supplier. |
| Invoiced | All invoices received. |
| Partially Paid | Some payments have been processed. |
| Paid | All payments completed. |
| Closed | Request is finalized and archived. |
info
"Partially" statuses appear when fulfillment happens in multiple batches. For example, a supplier may ship half the order first and the rest later.
PR Number Format
Each purchase request has a unique identifier: PR-XXX-NNNNNN
For example: PR-MFM-000134
The middle portion (e.g., "MFM") is derived from your organization's code.