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Procurement Overview

The Procurement Overview is a consolidated dashboard that lets the user follow every procurement process from the originating purchase requisition all the way through to invoicing. It groups together the linked Purchase Requisition (PR), Request for Quotation (RFQ) or Request for Proposal (RFP), Purchase Orders (PO), Delivery Notes (DN), Service Acceptances and Invoices on a single screen.

Where to find it​

In the main menu, open Procurement Overview. The page is also linked from the dashboard. Access requires the ProcurementOverview / View permission.

The list view​

The list shows one row per procurement process (one row per purchase requisition). The following columns are available and can be sorted:

  • Request Number — the identifier of the originating purchase requisition.
  • Request Name — short description of what is being procured.
  • Department — the requesting department.
  • Procurement Method — coloured chip showing whether the process is a Small Order, an RFQ or an RFP.
  • Planned Budget — the budget recorded on the requisition, with currency.
  • Date of Request — when the requisition was created.
  • Current Phase — green chip showing where the process currently sits in the pipeline (Draft, Approval, Sourcing, Evaluation, PO, Delivery, Service Acceptance, Invoice, Three-Way Match, Closed).
  • Requested By — the user who submitted the requisition.

Use the standard table search and column filters above the grid to narrow the list (for example, only show RFPs in the Sourcing phase). Use View Details on any row to open the full process timeline.

The detail view​

The detail page is organised top-to-bottom as a single scrollable timeline.

Hero header and KPI cards​

The top panel shows the request name and number plus four KPI tiles:

  • Planned Budget with currency
  • Delivery Date
  • Requested By
  • Department

Export PDF in the top-right corner generates a full PDF of the entire overview, suitable for archiving or sharing with auditors.

Process phase strip​

Below the header, a row of phase bubbles shows the full procurement pipeline (PR Draft, PR Approval, Sourcing, Evaluation, PO, Delivery / Service Acceptance, Invoice, Three-Way Match, Closed). The bubble of the current phase is highlighted; completed phases are filled. Clicking a bubble scrolls the page to the corresponding section below.

Detail sections​

The page then shows one collapsible panel per stage. Panels are only rendered when data exists for that stage, and the panel for the current phase is expanded by default.

  • Basic Information — request number/name, requester, department, country, date of request, planned budget, planned delivery date, grand total, delivery address, additional comments.
  • Procurement Method — Small Order / RFQ / RFP chip, assigned specialist, specialist review timestamp, NDA required flag.
  • PR Approval Chain — each approver in sequence with status (Approved / Rejected / Pending), date and comments.
  • Recommended Suppliers — suppliers proposed on the requisition.
  • Evaluation Team — members assigned to evaluate quotations or proposals, with a "submitted X of Y" counter.
  • Supplier Evaluations — per-supplier scoring breakdown showing each evaluator's score, recommendation and comments.
  • Request for Quotation or Request for Proposal — request number, date, status chip and approval chain.
  • Request Items — line items with quantity, unit price and total.
  • Purchase Orders — order number (clickable to PO detail), supplier, status, grand total, date.
  • Delivery Notes — DN number (clickable), supplier, status, delivery date, received by, grand total.
  • Service Acceptance — for service-only RFP processes, the service acceptance records replace delivery notes and three-way match.
  • Invoices — invoice number (clickable), status, subtotal, tax, currency, due date.
  • 3-Way Match — for goods processes, the PO / DN / Invoice match outcome with quantity and price match indicators.
tip

A row that has no Three-Way Match panel and no Delivery Notes panel but does show a Service Acceptance panel is a services-only RFP. The system automatically routes it through the alternate workflow.

Permissions​

Viewing the Procurement Overview requires the ProcurementOverview / View permission. The user only sees procurement processes that they would be allowed to view in the underlying modules (PR, RFQ/RFP, PO, etc.) — multi-tenant scoping is applied automatically.